Transfer a Junior ISA or Child Trust Fund
A more rewarding way to save for your child’s future
You can transfer your child’s investment to another provider if they have either a:- Stocks and Shares Junior ISA (JISA)
- Cash JISA
- Or Child Trust Fund.
If you’re transferring a Child Trust Fund (CTF) you’ll need to close the account, as your child cannot have both a CTF and a Junior ISA at the same time.
Move your child's money in three easy steps
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Step 1: Open a Junior ISA
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Start a new Vitality Junior ISA online and tell us how much you'd like to transfer.
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Step 2: Leave it with us
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We'll get in touch with your current provider. If you need to fill out a form, we'll let you know.
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Step 3: Your child’s new Junior ISA is set up
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We'll confirm when your money's been invested with us.
Why transfer a Junior ISA to Vitality?
✓ Pay less to invest - or nothing at all
You could pay no product charge at all when you invest in Vitality funds and track your activity.
✓ We’ve partnered with leading investment managers
Our partnerships with Vanguard, SEI Investments, and Ninety One, means your money is in experienced hands. Choose from our Vitality funds or over 500 funds from other leading providers.
✓ Easy to manage
See your investment online in our Member Zone.
Transfer a Junior ISA
You could pay no product charge at all when you invest in Vitality funds and track your activity.
✓ We’ve partnered with leading investment managers
Our partnerships with Vanguard, SEI Investments, and Ninety One, means your money is in experienced hands. Choose from our Vitality funds or over 500 funds from other leading providers.
✓ Easy to manage
See your investment online in our Member Zone.
Capital at risk
Transfer for free
We won’t charge a transfer fee. But it’s worth checking whether your current provider does.
Our product charge – this is for administrating your plan and starts from 0.45%p.a. It’s tiered so the more you invest, the less the charge rate you pay. And with the Healthy Living Discount you could reduce the product charge. Invest in Vitality funds, and you could pay no product charge at all.
Our fund charge - for the ongoing management of the funds you choose.
For full details on our ISA, please read:
VitalityInvest Junior ISA Plan Summary
Terms and Conditions
Charges Schedule
More on our investment charges
Our product charge – this is for administrating your plan and starts from 0.45%p.a. It’s tiered so the more you invest, the less the charge rate you pay. And with the Healthy Living Discount you could reduce the product charge. Invest in Vitality funds, and you could pay no product charge at all.
Our fund charge - for the ongoing management of the funds you choose.
For full details on our ISA, please read:
VitalityInvest Junior ISA Plan Summary
Terms and Conditions
Charges Schedule
Call us on 0808 274 6776
Lines are open:
Monday to Friday: 9am – 5pm
Saturday, Sunday and bank holidays: Closed