Transfer to a OneFamily Lifetime ISA

If you hold a savings account with another provider you can move your investments to a OneFamily Lifetime ISA (LISA) quickly and easily and we won’t charge you to do so. However, please do check with your current provider in case they charge you to transfer your investments.

It's easy to transfer

  1. Make sure our Lifetime ISA is the product you're looking for by reading the Terms and Conditions and Key Features documents
  2. Choose the fund that's right for you by reading the Key Investor Information documents
  3. Complete the online application
  4. Print the form off, sign it and post it back to FREEPOST ONEFAMILY
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Frequently asked questions - transferring to a OneFamily Lifetime ISA

Our Lifetime ISA invests in stocks and shares which means you could see more growth than cash over the long term - as with all investing, this approach does come with risk and you could lose money as well.

People choose OneFamily because we not only offer competitive charges, we also have a strong moral compass. We’re not owned by shareholders so we don’t pay dividends - put simply this means our profits can be used to benefit our members and our community.

We also care about the environment and offer climate-friendly stocks and shares ISAs and LISAs which invest in companies who take climate change seriously.

So, you can rest assured that you’re helping to support the companies that are working towards a more climate-friendly business model.

As a member of OneFamily, you’ll also have access to free equity release advice (worth £950), the option to apply for apprenticeship support and you'll be able to apply for a Young Person's Education Grant on behalf of someone you know.

How to transfer a Lifetime ISA to us

A simple choice of two climate-friendly funds, which can be switched between at any time, free of charge

Got a question about our Lifetime ISA? Try our FAQs.

Transfer to a Lifetime ISA today

Move your savings to a Lifetime ISA quickly and easily

If you wish to transfer your OneFamily Child Trust Fund money into our Lifetime ISA, you'll need to log in to your account and then provide us with an instruction to move the money to our Lifetime ISA.

Lifetime ISA from OneFamily