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 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.
Why choose OneFamily?
There are a few things that really set us apart from other lifetime ISA providers. Here's just some of the reasons to choose OneFamily.
* As at 31 December 2021

How to transfer a Lifetime ISA
1. Choose a fund
Decide which of our two Lifetime ISA funds is right for you by reading the fund documents below.
2. Apply online
Click the transfer link at the bottom of this page to fill out the short transfer form. Then print, sign and post it back to us at 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.

Frequently asked questions - transferring to a OneFamily Lifetime ISA
Our Lifetime ISA invests in stocks and shares, which gives it a higher potential for growth compared to cash lifetime ISAs over the long term. 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 climate-friendly funds with our Lifetime ISA, which invest in companies that take climate change seriously.
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 aged 15-19 years old.
Choose which fund you'd like to invest your Lifetime 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 Lifetime ISA invests in stocks & shares, its value can go down as well as up, so you could get less than was paid in.
Global Equity
Invest into global companies who focus on operating in a more sustainable way
Invest for your future in a way that's aligned with your values. Global Equity invests your money into companies who are actively working towards a more sustainable business model and reducing their carbon footprint. Find out more about our climate investments
- Avg. yearly
growth* - Fund
size - Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Equity in our Key Information Document and Fund Factsheet
Global Mixed
A balanced mix of climate-friendly companies and fixed interest investments to reduce risk
Invests up to 35% of your money into climate-friendly shares and at least 65% into fixed-interest assets to help reduce risk. Choose this fund if you want to lower your risk of losing money while still investing in some climate-friendly options. Find out more about our climate investments
- Avg. yearly
growth* - Fund
size - Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Mixed in our Key Information Document and Fund Factsheet
Transfer to a Lifetime ISA today
Move your savings to a Lifetime ISA quickly and easily
If you wish to transfer your matured OneFamily Child Trust Fund money into our Lifetime ISA, you'll need to log into your account where you can let us know how much you'd like to transfer.
