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Savers to be warned about risks of Lifetime Isas | Savers to be warned about risks of Lifetime Isas |
(35 minutes later) | |
A UK financial regulator says the new Lifetime Individual Savings Accounts (Lisas) should carry a series of warnings to consumers. | |
Lisas are due to launch in April 2017, with the promise of big bonuses for those who use the money to save for a home or retirement. | Lisas are due to launch in April 2017, with the promise of big bonuses for those who use the money to save for a home or retirement. |
But the Financial Conduct Authority (FCA) said there is a danger that some people will not fully understand them. | |
Like other financial products, there can be risks to consumers, it said. | |
For example, it warned that some investors may not understand the difference between a Lisa saving and saving in a pension. | |
Others may not appreciate the impact of the early exit charges, it said. | Others may not appreciate the impact of the early exit charges, it said. |
The FCA also said that providers should offer cancellation rights for 30 days after selling a Lisa. | The FCA also said that providers should offer cancellation rights for 30 days after selling a Lisa. |
The Lifetime Isa: Free money, or just too complicated? | The Lifetime Isa: Free money, or just too complicated? |
How does a Help to Buy Isa work? | How does a Help to Buy Isa work? |
To open a Lisa, investors must be aged between 18 and 40. They can save up to £4,000 a year, and the government will add a 25% bonus. | To open a Lisa, investors must be aged between 18 and 40. They can save up to £4,000 a year, and the government will add a 25% bonus. |
Over a lifetime, savers have the potential to earn a bonus of up to £32,000, plus any investment return on top. | Over a lifetime, savers have the potential to earn a bonus of up to £32,000, plus any investment return on top. |
They can chose a cash Lisa, or a stocks and shares Lisa. | They can chose a cash Lisa, or a stocks and shares Lisa. |
However, savers keep the bonus only if they use the money to buy their first home, or are over the age of 60. If neither criteria is met, there is a heavy withdrawal charge. | |
This amounts to the value of the bonus, plus an extra 5%. | This amounts to the value of the bonus, plus an extra 5%. |
Warnings | Warnings |
Specifically, the FCA has the following concerns: | Specifically, the FCA has the following concerns: |
Someone putting £4,000 into a Lisa in the first year, but withdrawing it in the second year, might end up losing £250, assuming there was no investment return, the FCA said. | Someone putting £4,000 into a Lisa in the first year, but withdrawing it in the second year, might end up losing £250, assuming there was no investment return, the FCA said. |
The FCA will now carry out a 10 week consultation into its suggestions, so that the new rules can be in place before April 2017. | The FCA will now carry out a 10 week consultation into its suggestions, so that the new rules can be in place before April 2017. |
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