Related topic: Savings & Investments

The government will reduce the withdrawal charge for existing LISA holders who use their savings to purchase a first home above the £450,000 property price cap.

From April 2027, £8,000 of the allowance was due to be exclusively for investment in stocks and shares.

45,000 savers were hit with multiple withdrawal penalties in a single year, the FOI data shows.

intelliflo users will be able to access Fidelity Adviser Solutions integrations through intelliflo’s ZeroKey-powered web extension.

Cost is the most common reason for not seeking advice, cited by 28% of respondents.

Wellbeing declined sharply when housing costs exceeded 40% of household income or unsecured debt rose above £5,000.

63% report that clients are independently using AI tools in relation to their financial advice.

Most now favour giving money to family while alive, rather than leaving it in a will.

The surge highlights strong demand from potential first-time buyers for the existing product.

The new product will replace the Lifetime ISA.