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Transfer a Junior ISA or Child Trust Fund
Boost your child's investment
With our unique boosters and discounts, you could grow your child’s money even further.Move your child's money in three easy steps
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Start a new Vitality Invest Junior ISA online and tell us how much you'd like to transfer
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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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We'll confirm when your money's been invested with us
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How we could boost your child's money
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Investment Booster
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Boost your child's Junior ISA by up to 7.7% over 15 years - on top of any returns - when you invest in Vitality funds
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Healthy Living Discount
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Reduce the product charge by up to 100% on your child's Junior ISA when you have a qualifying VitalityHealth or VitalityLife plan*
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Why transfer to VitalityInvest?
Our Investment Booster and Healthy Living Discount could add extra money on top of returns.
✓ We’re backed by leading investment managers
Our partnership with Investec and Vanguard – with over £4 trillion in assets under management1 – means your money is in experienced hands.
✓ Funds from leading fund providers
Choose from over 2502 funds.
✓ Easy to manage
See your investment online in our Member Zone.
✓ You could pay no product charge
Reduce the product charge by up to 100% when you have a qualifying VitalityHealth or VitalityLife plan* and invest in Vitality funds.
Capital at risk
• VitalityHealth: Personal, Business or Corporate Healthcare plans with Vitality Plus
• VitalityLife: Plans with Vitality Plus, excluding Vitality Core and Vitality Lite
Transfer for free
Our product charge – starts from 0.6%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. In fact, you might not have to pay one 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
What is a Junior ISA?
Terms and Conditions
Charges Schedule
Junior ISA allowance for tax year 2019-2020
£4,368 per child
ISA or CTF transfers don’t count as newly invested money, so you won’t be using any more of your Junior ISA Allowance.
0808 274 6776
Lines are open:
Monday to Thursday: 9am – 7pm
Friday: 9am – 6pm
Saturday: 10am – 2pm
Vanguard assets under management at 31 October 2018: £3.9 trillion
2 Source: VitalityInvest Retirement Plan VitalityInvest ISA and Junior ISA Fund List, October 2018