Can't find your product?
We manage some accounts and products that no longer accept new customers. Some of these were originally opened with different companies.
Over the years the number of companies providing financial services has shrunk. This has meant some products and services needed to move to larger companies, like OneFamily.
The list below shows the accounts, products and policies that we now manage and which company set up the original contract.
Looking for information on funds for products we no longer sell? Take a look at our fund information.
Which provider did you open your product with?
Which Family Investments product do you have?
Child Trust Fund
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Junior ISA
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Which Family Assurance product do you have?
Pension
You can find more information on your pension options, examples of how those options have been used by others and the things you should be thinking about on our pension page.
You can also find details on our Governance advisory arrangements and the resultant performance reports.
If you are looking for specific information on your pension policy, please call us on the number below.
Which Holborn and Metropolitan Counties Society (HMCS) product do you have?
Which Homeowners Friendly Society product do you have?
Which Engage Mutual product do you have?
Which Ecclesiastical Life product do you have?
Pensions
You can find more information on your pension options, examples of how those options have been used by others and the things you should be thinking about on our pension page.
You can also find details on our Governance advisory arrangements and the resultant performance reports.
If you are looking for specific information on your pension policy, please call us on the number below.
Which Fleet Friendly Society product do you have?
Which Pendle Assurance product do you have?
Which UK Civil Service Benefit Society product do you have?
Which GAN product do you have?
PEP
Please call:
Changes to Gan ISA
From April 2022, the ISA manager for the Gan ISA will change resulting in changes to the overall Terms and Conditions of the product
Which Share Center product do you have?
Child Trust Fund
If you are the registered contact for the child trust fund you will be able to access the account online. We provide all your statements to you online and send you an email to let you know when they are available. You’ll find all the information you need on becoming the registered contact and how-to setup your online account in your welcome letter.
As part of the transfer process you need to ensure you have reviewed the below important information documents:
- Terms & Conditions Document
- Key Features Document
- Key Information Document
- Addendum to Terms & Conditions – maturity
- Fund Factsheet
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Lifetime ISA
Your existing investments will switch into one of OneFamily's funds. The table shows detail of which fund your account will be invested into.
The new investments were chosen as they are most closely aligned to your current fund's investment objectives.
Comparison of differences:
- The Share Centre funds invest in other funds that currently hold shares, fixed interest investments and alternative investments in proportions that can vary within broad ranges. The OneFamily Global Equity Fund contains 100% worldwide shares and the OneFamily Mixed Global Fund contains up to 35% worldwide shares with the remainder in fixed interest investments.
- The risk profiles of The Share Centre funds are slightly higher than the OneFamily funds you will be moved into. We believe the risk and reward profiles are similar over the medium to long term although they will not perform in exactly the same way.
- The ongoing charges in the OneFamily funds are up to approximately 0.5% lower than in The Share Centre funds, based on current charges. This reduction should improve investment returns, allowing for the differences in investment approaches between the funds.
| Current investment ES Share Centre Multi Manager | New Investment OneFamily |
|---|---|
| One fund held: | |
| Growth fund | Global Equity fund |
| Growth & Income fund | Global Mixed fund |
| Income fund | Global Mixed fund |
| Combination of two funds held | |
| Growth fund and Income fund | Global Mixed fund |
| Growth fund and Growth & Income fund | Global Equity fund |
| Growth & Income fund and Income fund | Global Mixed fund |
If you currently hold all three funds your investment will switch the OneFamily Global Equity fund, If you are only holding cash in your account, you will automatically be invested into the OneFamily Global Mixed fund.
There's some important documents you need to read
As part of the transfer process you need to ensure you have reviewed the below important information documents:
- Terms & Conditions Document
- Key Features Document
- Global Equity Fund Factsheet
- Global Equity Key Information Document
- Global Mixed Fund Factsheet
- Global Mixed Key Information Document
Log in or Register for your online account
Important information
- Fund information on an old Homeowners contract.
- Post Office Insurance Society contracts are now administered by Forresters Life.
- Homeowners and Engage Mutual's Health plan products are now administered by The Exeter.
Changes to Ex Gan ISA
In April 2022, the ISA manager for the Gan ISA changed meaning changes were made to the product Terms and Conditions.