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TISA - Lifetime ISA

07 Dec 2017 12:30 - 15:00
Various Locations
Contact TISA Direct for venue details.
Training & Workshops, Investment & Securities
Securities & Investment, Wealth Management

This training course is endorsed by the CISI for CPD requirements. CISI members pay a discounted rate and can book via the link below. To receive your discount as a CISI member, please enter the discount code provided by the CISI.


The ISA regulations to introduce the new Lifetime ISA (LISA) came into force on 6 April 2017.  The Lifetime ISA is a totally new type of ISA with seperate reporting requirements and differs from the other ISA types in many aspects including the new concept of individuals making current year payments into the Lifetime ISA rather than ISA subscriptions.  These workshops should be especially useful for ISA managers who are already offering the Lifetime ISA and wish to ensure that their staff are aware of teh key rules, and also for those managers that are anticipating or considering offering the Lifetime ISA in the new future.

TISA CISI Accreditation

The workshop is designed to provide ISA managers with a detailed overview of the new Lifetime ISA rules.  It should be noted that the material will be based on our interpretation of the rules at the time of the workshop although it is not antcipated that any significant changes will now be made to the ISE regulations or guidance.

The key topics covered will include:

  • Lifetime ISA overview
  • Opening a LISA
  • Subscriptions to LISA
  • Government bonus
  • Qualifying investments
  • Withdrawals
  • Reporting
  • Closure of a LISA


The sessions will be delivered by Dave Beaston.  Dave has many years' experience within the financial services industry, having worked previously in both sales and compliance.  He has delivered training courses on all areas of ISA adminstrationfor TISA since 2004.

Fees (VAT Exempt):  Memberes £200.  Non-members £400.

Regional sessions can be booked as long as the firm has at least four paying delegates and is willing for the session to be opened up to outside firms.  This option means that you save on travel costs as well as reducing the time staff are out of the office.

In-house sessions involve a fixed fee for TISA member or non-member firms (for up to 20 delegates).

If you would like to register your interest or to arrange a regional or in-house session (avaialble from January 2017) please get in touch at








Price available upon application
3 Hours
Dakota House, 25 Falcon Court, Preston Farm Business Park, STOCKTON-ON-TEES, TS18 3TX.

Tel: +44 (0) 1642 666999