Transfer your CTF to us or transfer your Shepherds Friendly CTF to our Junior ISA to help build your child’s savings tax efficiently
As of 6th April 2015 anyone with a CTF will be able to transfer it to a Junior ISA. There are several and very important differences, which you need to be aware of between the CTF and the Junior ISA.
At a glance: The important differences between a CTF and a Junior ISA
| CTF | With-Profits JISA | Unit-Linked JISA | |
|---|---|---|---|
| Annual Charge | 1.5%pa | 1.5%pa | 1.5%pa |
| Fund | L+G UK Index Trust | With-Profits | L+G UK Index Trust |
| Risk | Medium – high | Low – medium | Medium – high |
| Bonuses | No | Yes | No |
Please note that the Shepherds Friendly Unit-linked Junior ISA is only available to current Shepherds Friendly CTF members.
Quick and easy transfer process
If you would like to transfer your CTF to a Junior ISA you will need to complete our Transfer form and then send it to our Customer Service Department. You can do this by post, email or fax.
Need more information or help?
Remember, if you have any questions about your Junior Stocks & Shares ISA or applying for the plan, our Member Services team will be happy to help. You can call them on 0800 526 249.
