Transfer to a OneFamily Child Trust Fund

We make it as simple as possible to transfer a Child Trust Fund from another provider to us, and we won't charge you to do this. However, please do check with your current provider in case they have any charges.

It's easy to transfer

  • Make sure our Child Trust Fund is the product you're looking for by reading the Important Information booklets
  • Choose the fund that's right for you by reading the Key Investor Information documents
  • Send us your completed transfer form - via post only:
    FREEPOST ONEFAMILY (this is the full address).

Before you invest...

  • As our Child Trust Fund invests in stocks & shares it is important to be aware that the value can go up and down meaning your child may get back less than has been paid in
  • The Child Trust Fund subscription year runs from the child's last birthday to the day before their next birthday.
  • It is important to remember the Child Trust Fund belongs to the child. Only they can access the funds and only when they turn 18

Two fund options to choose from

Please read all relevant documents below to get an understanding about how each fund is invested.
Then choose the fund that suits you best.

Family Charities Ethical Trust Fund

This option aims to achieve growth by closely following the top 50 companies listed on a selected UK ethical index - included for their responsible attitude to environmental and social issues.

Lower risk Higher risk
1 2 3 4 5 6 7

Please send your completed form to:

Family Investments Child Trust Fund

This Child Trust Fund aims to achieve growth by investing mainly in UK and overseas shares of companies that make up a number of stock market indices in the UK, Far East, North America and Europe.

Lower risk Higher risk
1 2 3 4 5 6 7

Please send your completed form to:

If you prefer, or are unable to download any of the above documents, you can call us on 0800 616 695 and we'll post you a transfer pack.

Not for you? You can always transfer your Child Trust Fund into our stocks and shares Junior ISA.

Frequently asked questions - transferring to a OneFamily Child Trust Fund