Guidance

Design of the Lifetime ISA: technical note

This document confirms the design of the Lifetime ISA following detailed discussions with industry since the scheme was announced.

• From: HM Treasury
• Published: 16 March 2016
• Last updated: 15 September 2016
  Show all updates

  1. 15 September 2016

     Updated technical note published - confirming the design of the Lifetime ISA following detailed discussions with industry since the scheme was announced.

  2. 16 March 2016

     First published.

Documents

Design of the Lifetime ISA: updated technical note

PDF, 252 KB, 6 pages

Design of the Lifetime ISA: technical note

Ref: PU1920

PDF, 400 KB, 5 pages

Details

This document provides an update to the original technical note published at Budget 2016, which set out the high level design of the Lifetime ISA and formed the basis of discussions with industry to finalise the parameters of the scheme and ensure it works in the simplest way for both savers and providers of savings products.