Lifetime ISA

The Foresters Friendly Society Lifetime ISA can be set up by UK residents aged 18-39 and direct debits or lump sum investments must be paid from a UK bank account.

To adhere to HMRC’s Lifetime ISA rules, if you’re approaching your 40th birthday, consider starting your LISA with a lump sum payment, to ensure the money is in your plan before you turn 40, as the first Direct Debit payment may not be taken for 4-6 weeks after applying.

To transfer a Lifetime ISA or Help to Buy ISA into our Lifetime ISA, simply download a Transfer Form and submit your application by post. We will then manage the process on your behalf.

Direct Debit

from £50 per month

 

What will I need to apply online?

  • Your National Insurance Number
  • UK bank account name, number and sort code

Lump sum investment

from £500

What will I need to apply online?

  • Your National Insurance Number
  • Your debit card details – lump sum payments can only be made via a debit card which must be in your name and linked to a UK bank account.