Transfer to OneFamily's Junior ISA

You can be sure your child's money is in experienced hands.

Award winning Junior ISA provider for the past 5 years

UK based call centre with leading Customer Satisfaction scores

Low minimum monthly contribution of £10

Simple choice of
two funds

Transferring a Junior ISA to us is simple, and we won’t charge you for making the change.

We can accept transfers from cash or stocks and shares Junior ISAs with a value of at least £500.

  1. 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.
  2. Choose which fund you want to invest in  – the Family Balanced International Fund or the Family Charities Ethical Trust Fund.
  3. Download and retain a copy of the relevant Key Information or Key Investor Information documents and the Important Information booklet. Then download and print the relevant transfer form.
  4. 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.

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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 you paid in. With a Junior ISA, only your child can access the money, and only once they turn 18.

Choose a Junior ISA Fund

You can transfer your child's existing Junior ISA  into one of two funds. Both invest in stocks and shares, but in different ways. Please read and retain all 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, this 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

Important Information booklet

Key Information Document

Fund Factsheet

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.

Transfer form

If you prefer, or are unable to download any of these documents, you can call us on 0800 616 695 and we'll post you a transfer pack.

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

Important Information booklet

Key Investor Information document

Fund Factsheet

Please ensure you have downloaded, read and retained a copy of the Important Information Booklet containing the Terms and Conditions as well as the Key Investor Information Document before completing the transfer form.

Transfer form

If you prefer, or are unable to download any of these documents, you can call us on 0800 616 695 and we'll post you a transfer pack.

OneFamily Member Benefits

Personal Grants

Awards of up to £500 are available to our customers and their loved ones.
Find out more

Community Grants

£5,000 for community groups, projects or charities nominated by our customers.
Find out more