Transfer to OneFamily's Junior ISA

Transferring a Junior ISA to us is simple, and we won't charge you for making the change. You can be sure your child's money is in experienced hands.

It's easy to transfer

  • Read the Important Information booklets to make sure our Junior ISA product is what you're looking for
  • Choose the fund that's right for you by reading the Key Information and Key Investor Information documents
  • Send us your completed transfer form - via post only: FREEPOST ONEFAMILY (this is the full address).
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Before you invest...

  • As our Junior ISA 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 Junior ISA limit in the current tax year is £9,000. Tax rules will depend on individual circumstances and may change in future
  • It is important to remember the Junior ISA belongs to the child. Only they can access the funds and only when they turn 18

Our Junior ISA fund options

Please read all relevant documents below to get an understanding about how each fund is invested.
Then choose the fund that's right for you.

Family Balanced International Fund

At a glance

  • Invests in international companies as well as those based in the UK.
  • This fund offers a more balanced approach and invests in international stocks & shares.
  • It also invests in fixed interest assets to reduce risk.

Here’s the important document you need to read:

Important Information booklet

Key Information document

Fund Factsheet

Please send your completed form to:
FREEPOST ONEFAMILY

Family Charities Ethical Trust Fund

At a glance

  • Invests in top UK companies that rate highly for environmental sustainability.
  • Includes companies based on Corporate Social Responsibility criteria, excluding those involved in weapons, tobacco or coal power

Here’s the important document you need to read:

Important Information booklet

Key Investor Information document

Fund Factsheet

Please send your completed form to:
FREEPOST ONEFAMILY

If you'd like to speak to one of our team about your transfer, please call us on 0800 616 695.