Investor Views: Why We Invested in a Lifetime Isa

Private investors Rory and Rosemary Walsh are hoping a Lisa will help boost their retirement prospects

Emma Simon 19 June, 2019 | 10:54AM

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Rory and Rosemary Walsh — who are both in their 30s — have taken advantage of the new Lifetime Individual Savings Account (Lisa) to help boost their retirement funds. The new type of Isa was launched in 2017 as a way to encourage people to save either for their first home purchase or for retirement.  

Rory, who works as an editor and freelance writer,  says the couple took out a Lisa, when they were first introduced. He says: “At the time we were both working full-time in central London, and it was before we had our first child, so we had more disposable income.

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About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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