Your CTF Transfer Options
When it comes to transferring your CTF, you have a number of options to choose from. The details below offer information on those CTFs that are active and not nearing maturity. If your child is nearing 18, or the account is already matured, your options may be different. If that’s the case, take a look here.
Transferring your Child Trust Fund to our Friends & Family Junior ISA
Children who have a CTF are not eligible to open a Junior ISA as well. However, you can transfer your CTF to a Junior ISA. By transferring to a Kingston Unity Friends & Family Junior ISA, you gain access to an online savings account that is created by parents, with parents in mind. It’s an innovative way to make saving for your child’s future simple, quick and flexible.
- Flexible payment options – Online – you can pay in one-off gifts or set up a Direct Debit and contribute a regular amount each month.
- Everyone can contribute – Share your unique web link to allow friends and family to add to the account.
- Keep an eye on your goals – Our online dashboard lets you watch as the account grows and hits your savings goals.
- A low to medium risk fund – Our Friends & Family Junior ISA has produced inflation-beating returns since its launch. Past performance is not a guarantee of future performance. Bonuses are not guaranteed, but once added, they cannot be removed.
Transferring internally from one type of Child Trust Fund to another
At Kingston Unity, we offer two types of CTF: Stakeholder and Non-Stakeholder and it is possible to transfer from one to the other. To help you decide if this might be the right thing for your account, you can read about each of them here on the CTF Product page on the Kingston Unity website.
If you’d like to transfer your CTF to another type of CTF, simply download the form below and return it to us using the freepost address: Freepost KINGSTON UNITY.
Transferring a CTF to/from another provider
If you’re looking to transfer a CTF from another provider to us, you will find all the information you need within our CTF transfer application pack. Just click on the link below, we’ll send it to you in the post and look forward to welcoming you to the KU Family.
It’s not possible to close a CTF account before the account holder’s 18th birthday. However, you can choose to transfer the account that we currently manage to another provider if you wish. We’ll be sorry to see you go, but if you’d like to transfer your CTF account, please get in touch with your new chosen provider and they should take you through the necessary steps. You can also contact our team if you have any questions and they’ll be more than happy to help!
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