Transfer a Child Trust Fund to OneFamily's Junior ISA
You can be sure your child's money is in experienced hands.
Five time award winning Junior ISA provider of the year
UK based call centre with leading Customer Satisfaction scores
Low minimum monthly contribution of £10
Simple choice of
two funds
Transferring a Child Trust Fund (CTF) to us is simple, and we wont charge you for making the change
We can accept transfers from cash or stocks and shares CTFs with a value of at least £500.
- Get a good understanding of how our Junior ISA invests by reading the Important Information booklets, Key Information or Key Investor Information Documents and fund factsheets for our two fund choices below
- Choose which fund you want to invest in – the Family Balanced International Fund or the Family Charities Ethical Trust Fund
- Download and retain a copy of the relevant Key Information or Key Investor Information documents and Important Information booklet. Then download and print the relevant transfer form
- Complete the form and send it to FREEPOST ONEFAMILY
If you prefer, you can call us on 0800 616 695* and we'll post you a transfer pack. Once we receive your form, we'll arrange the transfer for you.
Investing in stocks and shares
Our Junior ISA invests in stocks and shares so it has the potential for greater growth than cash accounts over the long term.
Stocks and shares are usually considered a good option if investing over the longer term as it helps even out fluctuations in the stock market and provides good growth potential.
However, this comes with a degree of risk. The value of stocks and shares can go down as well as up. Whilst this is normal for stocks and shares it does mean that your child could get back less than is paid in.
With a Junior ISA, just like a CTF, only your child can access the money, and only once they turn 18.
What if my child has a OneFamily CTF?
If your child already has a CTF with OneFamily, we’ll continue to look after it with the same care with which we treat our Junior ISAs. But if you really want to transfer a OneFamily CTF to a OneFamily Junior ISA, all you need to do is follow the intructions below.
Choose a Junior ISA
You can can transfer your child's CTF into one of two funds. Both invest in stocks and shares, but in different ways. Please read and retain the relevant documents below to get a good understanding about how each fund is invested. Then simply choose which one suits you best.
Family Balanced International Fund
Invests in international companies as well as those based in the UK.
If you prefer a broader range of investments, the Family Balanced International Fund could be the right choice for you.
- Invests in a combination of international stocks and shares, UK Gilts, Corporate Bonds and Cash
- The inclusion of fixed interest assets in this fund
Please ensure you have downloaded, read and retained a copy of the Important Information Booklet containing the Terms and Conditions and the Key Information Document before completing the transfer form.
If you'd prefer us to post you a transfer pack, please call us on 0800 616 695*
Family Charities Ethical Trust Fund
Invests in companies actively working towards environmental sustainability.
If you want to invest in companies actively working towards environmental sustainability, this could be the one for you.
- Invests mainly in the top 50 companies listed on a selected ethical index
- Only buys shares in companies with a responsible outlook on social, ethical and environmental issues
Key Investor Information document
Please ensure you have downloaded, read and retained a copy of the Important Information Booklet containing the Terms and Conditions and the Key Investor Information Document before completing the transfer form.
If you'd prefer us to post you a transfer pack, please call us on 0800 616 695*
OneFamily Member Benefits
Personal Grants
Awards of up to £500 are available to our customers and their loved ones.
Find out more
Young Persons Educational Grant
Apply for up to £500 to help a young person with education, work experience, or apprenticeship costs.
Find out more
*We're open 9am to 7pm Monday to Friday and 9am to 1pm on Saturdays. We might record your call to help improve our training and for security purposes. We hope you don't mind. Calls are normally free from UK landlines and from mobile phones. For further information please contact your service provider.