OneFamily
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Transfer to a OneFamily Stocks and Shares ISA

You can transfer money into a OneFamily Stocks and Shares ISA from existing:

  • cash or stocks and shares ISAs
  • matured child trust funds and matured junior ISAs
  • lifetime ISAs (please be aware that you will be charged the government withdrawal charge for moving money out of a lifetime ISA).

We accept transfers from cash or stocks and shares products. We won't charge you to transfer to us, but please check with your current provider in case they charge any transfer-out fees.

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Why choose OneFamily?

We keep our ISA simple with a 1.1% annual management charge and 24/7 online account access. You'll also have the option to invest your money in a climate-focused fund.

We’ve provided more than £4.75 million in funding since 2015 through our individual and community-based funding initiatives – supporting over 390 great causes such as foodbanks, homeless charities and schools - and improved the lives of over 3,200 people through our individual grants.*

*Figures as at 31 December 2021

Simple investment options
Choose to invest in one of two funds, which you can switch between at any time.

Clear pricing
No complicated menu of fees – just a simple 1.1% annual management charge.

Online account
Take control of your ISA with 24/7 access to your online account.

Reinvested profits
Any profits we make are reinvested to benefit our customers and good causes across the UK.

How to transfer a stocks and shares ISA

We make it as simple as possible to transfer a stocks and shares ISA to us and we won't charge you to do so. However, please check with your current provider in case they have any charges.

1. Choose a fund
Decide if the Global Mixed or Global Equity fund suits your approach to risk

2. 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).

3. 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.

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Frequently asked questions - transferring to a OneFamily Stocks and Shares ISA

Our ISA invests in stocks and shares, which has higher potential for growth than interest-only accounts over the long term. Looking back over the past 60 years, people who chose to invest have generally made more money than those who chose to save in an interest-only account*.

However, as with all investing, there is a risk that the value of your investment could go down.

People choose OneFamily because of our competitive charges and our strong moral compass. We’re not owned by shareholders so we don’t pay dividends - put simply this means our profits are used to benefit our members and our community.

We also care about the environment and offer our ISA customers the option to invest in a climate-focused fund, meaning this fund considers the climate credentials of companies before buying shares in them.

As a member of OneFamily, you’ll also have access to free equity release advice (worth £950), and you'll be able to apply for a Young Person's Education Grant on behalf of someone aged 15-19 years old.

*Since 1960, 92% of 10-year periods and 77% of 5-year periods showed a higher real percentage return for investments compared to average building society interest rates. Source: Barclays GILT study 2023.

Choose which fund you'd like to invest your Stocks and Shares ISA in

Please read all relevant documents below to get an understanding about how each fund is invested, then choose the fund that suits you best. As our ISA invests in stocks and shares, its value can go down as well as up, so you could get back less than was paid in.

Ready to get started?

Transfer to an ISA

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