You can transfer an existing Child Trust Fund or Junior ISA into a Shepherds Friendly Junior ISA. Your child can also have a cash Junior ISA with another provider but the combined total of payments in any one tax year into both Junior ISAs must not exceed the government's annual limit. The annual limit in the 2019/2020 tax year is £4,368
Simply follow the steps below to transfer your child’s existingJunior ISA or Child Trust Fund to a Shepherds Friendly Junior ISA:
Make sure you have your child’s national insurance number if they are aged 16 or over (if they don’t have one leave it blank) and the bank account number and sort code of the account you wish to make payment into the Junior ISA from.
Go to the blue box at the bottom of this page, download and read the Junior ISA ‘Key Information Document’ and the ‘Important Information Guide’ documents. Tick the box to confirm you have read the documents.
Download the Child Trust Fund or Junior ISA transfer form located in the blue box at the bottom of this page.
Fill in the form you have downloaded.
Once completed simply return it to the address shown below:
Shepherds Friendly Society Limited, Haw Bank House, High Street, Cheadle, Cheshire, SK8 1AL.
Need more information?
You can use the tabs at the top of this page to find out more about the plan. We also have a handy infographic that helps to explain more.
If you still have questions about the plan then we’ve put together a useful list of FAQ’s.
Otherwise, please feel free to get in touch with our Customer Service team who will be happy to answer any questions you have or to run through the application with you.
0800 526 249
You can call us any time between 8am - 7pm Monday to Thursday or 8am - 4pm Friday.
Ready to get started?
Before you start your application, please make sure that you have read and understand the following documents:
Important things to consider
When you take out an investment product with us your capital is at risk and you may get back less than you have put in.
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. 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.
No advice has been given by Shepherds Friendly, and if you are in any doubt as to whether a savings plan is suited to your needs, then you should contact a financial adviser. There may be a charge for financial advice, and the cost should be confirmed to you before any advice is given.