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Transfer a Junior ISA or Child Trust Fund

Transfer a Junior ISA

With investments, your capital is at risk

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:  Our Junior ISA with Healthy Fee Saver is a unique plan that combines wellness and savings. Open a plan and get access to the Vitality Healthy Living Programme – a wellness programme that includes discounts on running shoes, activity trackers, coffee, and more. Engage with the programme, invest in Vitality funds, and you could pay no product charge on your child’s investment.

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

  • 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.

  • 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.

  • 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
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

The value of investments - and the income from them - can go down as well as up, meaning you may get back less than you invest. 


Ready to invest?

Move your child's money in a few easy steps. Capital at risk.

Transfer now
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