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Transfer a Junior ISA or Child Trust Fund

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Capital at risk

A more rewarding way to save for your child’s future

If your child has a Stocks and Shares Junior ISA, Cash JISA, or Child Trust Fund with another provider, you can transfer it into a VitalityInvest Junior ISA. 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 Programme –a wellness programme that includes discounts on running shoes, activity trackers, coffee, travel, spa stays and much more. Engage with the programme, invest in Vitality funds, and you could pay no product charge on your child’s investment.

Move your child's money in three easy steps

  • 1

    Start a new Vitality Invest Junior ISA online and tell us how much you'd like to transfer.

  • 2

    We'll get in touch with your current provider. If you need to fill out a form, we'll let you know.

  • 3

    We'll confirm when your money's been invested with us.

If you're transferring a Child Trust Fund (CTF) you'll need to close the account, as your child can't have both a CTF and a Junior ISA at the same time.

Why transfer to VitalityInvest?

✓ Discounts with the Vitality Programme
Get discounts on trainers, spa stays, activity trackers, travel, coffee and much more.

✓ 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 with the Vitality Programme.

✓ Funds from leading fund providers
Choose from our Vitality funds or over 500 funds from other leading providers. 

✓ Easy to manage
See your investment online in our Member Zone.

✓ We’ve partnered with leading investment managers
Our partnerships with Vanguard, SEI Investments, and Investec Asset Management, means your money is in experienced hands.
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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 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. 

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.


Ready to invest?

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

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Saturday and Sunday: Closed