Transferring your Child Trust Fund - CTF

As of 6th April 2015 anyone with a CTF will be able to transfer it to a Junior ISA. There are several and very important differences, which you need to be aware of between the CTF and the Junior ISA.

At a glance: The important differences between a CTF and a Junior ISA

	CTF	With-Profits JISA	Unit-Linked JISA
Annual Charge	1.5%pa	2.5%pa	1.5%pa
Fund	L+G UK Index Trust	With-Profits	L+G UK Index Trust
Risk	Medium - high	Low - medium	Medium - high
Bonuses	No	Yes	No

Please note that the Shepherds Friendly Unit-linked Junior ISA is only available to current Shepherds Friendly CTF members.

Quick and easy transfer process

If you would like to transfer your CTF to a Junior ISA you will need to complete our Transfer form and then send it to our Customer Service Department. You can do this by post, email or fax.

Need more information or help?

Remember, if you have any questions about the plan, or applying for the plan, our customer services team will be happy to help. You can call them on 0800 526 249.

All references to taxation are to UK taxation and are based on Shepherds Friendly Society's understanding of current legislation and H M Revenue and Customs practice which may change in the future. For our With Profits plans investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract. Please ensure that you read the full terms and conditions of this plan which are available from your financial adviser or by contacting us directly.

Download transfer form