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OneFamily Advice

OneFamily Advice customers can access the customer portal below.

Access the online portal to:

  • Read your Welcome Pack
  • Get ready for your Discovery Appointment
  • Access your Key Facts Illustration and Suitability Letter
  • Upload proof of identity & address
  • Send and receive secure messages

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Lifetime ISA

Your Lifetime ISA account would have been set up when you completed your application.

Access your online account to:

  • Make a payment or amend payment details
  • See how much your account is worth
  • Send a secure message

 

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Junior ISAs and Child Trust Funds

Account numbers starting C, K or J

Log in or register here to:

  • See how much your child's account is worth
  • Update your contact and payment details

 

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Insurance and adult savings

Self-service is also available for:

  • Over 50s and term life insurance
  • Regular premium savings plan
  • Single premium bonds

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OneFamily Foundation

OneFamily customers can register with the Foundation to apply for a Personal Grant, Young Person's Education Grant or a Community Grant.

Log in or register to apply. Please note that only customers with a live policy/account with OneFamily are eligible to apply.

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More information

Online account management is not currently available to customers with a UK Investments Child Trust Fund. These were originally sold through Engage Mutual and have account numbers beginning with '0'.

We'll let you know as soon as you can manage our other products online.

Meanwhile, if you need help please try our frequently asked questions or contact us.