Transfer to a OneFamily Stocks and Shares ISA
Invest in your future goals by moving your existing savings into our Stocks and Shares ISA.*
- Transfer to us from an existing cash or stocks and shares ISA, matured child trust fund or matured junior ISA.
- We can accept transfers from cash or stocks and shares products.
- Great news - we won’t charge you to transfer to us (but check with your provider for any transfer-out fees).
*Our ISA invests in stocks and shares, the value of which can go up and down so you may get back less than you put in.
Transferring from a matured OneFamily Child Trust Fund or Junior ISA?
To transfer from a matured child trust fund or matured junior ISA held with OneFamily, simply register or log into your online account.
Get those big plans off the ground with our Stocks and Shares ISA
Whether you’re planning a big trip, thinking of starting a business or simply want a pot of money for the future, our Stocks and Shares ISA could help you on your way.
You can put up to £20,000 into ISAs in your name each tax year.
Budget doesn’t stretch to putting away £20,000 each year? We get it. You can invest from as little as £25 a month, or a lump sum starting from £250.
And the great thing about ISAs is that you won’t have to pay tax on the money you withdraw, no matter how much your money grows by.
3 simple steps to transfer
Choose your investment style
Decide which of our three investment styles is right for you by reading about the different styles below.
Tell us you want to transfer
Download the fund's transfer form and post your completed form to:
FREEPOST ONEFAMILY
(this is the full address)
Start saving!
As soon as the transfer is complete, you'll be able to log into your online account to set up a direct debit or start making one-off payments.
3 simple steps to transfer
Choose your investment style
Decide which of our three investment styles is right for you by reading about the different styles below.
Tell us you want to transfer
Download the fund's transfer form and post your completed form to:
FREEPOST ONEFAMILY
(this is the full address)
Start saving!
As soon as the transfer is complete, you'll be able to log into your online account to set up a direct debit or start making one-off payments.
How much can I transfer?
You can transfer as much as you’d like into our Stocks and Shares ISA. But please check with your provider, as some don’t allow partial transfers.
Take a look at how it works for your product.
We can also accept transfers from lifetime ISAs, but please be aware you’ll be charged the government withdrawal penalty for doing so.
Why choose OneFamily?
Trusted by 2 million customers UK-wide since 1975
50 years of growing our customers’ financial wellbeing
Rated highly by our customers with a 93% satisfaction score
Source: Bright survey, 2024.
Choose your investment style
We offer three investment styles which give you the freedom to invest your money in a way that’s rewarding and comfortable for you.
It’s important to remember past performance isn't a guide to future performance.
Cautious
Aims for modest growth with more investment in lower-risk assets
Balanced
Aims for more growth with more investment in higher-risk assets
Adventurous
Aims to maximise growth with a focus on higher-risk assets
Your money will be invested in the ‘OneFamily Global Select 35% Shares’ fund which aims to achieve modest growth, with moderate fluctuations in value.
The figures above are calculated from September to September for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th September 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Fees
1.1% Annual Management Charge
Investments can go down as well as up in value, so you may get back less than you put in.
Return to investment stylesYour money will be invested in the ‘OneFamily Global Select 65% Shares’ fund which aims to achieve higher growth, but with more fluctuations in value.
The figures above are calculated from September to September for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th September 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Fees
1.1% Annual Management Charge
Investments can go down as well as up in value, so you may get back less than you put in.
Return to investment styles
Your money will be invested in the ‘OneFamily Global Select 100% Shares’ fund which aims to maximise growth but has the potential to see the largest fluctuations in value.
The figures above are calculated from September to September for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th September 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Fees
1.1% Annual Management Charge
Investments can go down as well as up in value, so you may get back less than you put in.
Return to investment stylesAnnual Management Charge: 1.1%
Frequently asked questions - transferring to a OneFamily Stocks and Shares ISA
No. As long as you transfer money from your current ISA product to us, without withdrawing it, then this won’t affect your annual allowance of £20,000.
If you withdraw the money then open a new ISA, this will count towards your annual allowance.
Our ISA invests in stocks and shares, the value of which can go up and down so you may get back less than you put in.
Ready to get started?
Transfer to our Stocks and Shares ISA
To transfer from a matured child trust fund or matured junior ISA held with OneFamily, simply register or log into your online account.