CPD  

The case for flexible Isas

  • Describe how flexible Isas work
  • Identify the advantages of flexibility
  • Explain when flexible Isas are not flexible
CPD
Approx.30min

By

Charlene Young is senior technical consultant at AJ Bell

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why does the government like Isas?

  2. Which of the following withdrawals will NOT be counted towards the subscription limit?

  3. Flexibility is not available for Lifetime Isas, true or false?

  4. Money withdrawn from a flexible Isa containing previous year’s subscriptions can be replaced and will not use any of the current year’s subscription allowance, true or false?

  5. What is the net subscription value on a flexible Isa?

  6. What is the reason for not offering flexibility across the board?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe how flexible Isas work
  • Identify the advantages of flexibility
  • Explain when flexible Isas are not flexible

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