Transfer your child’s Child Trust Fund (CTF) account to Family Investments

Already have a Child Trust Fund account set up with another provider? You can still transfer your account to us. It’s easy, and we won’t charge you a thing.

How to transfer

Just download one of the transfer forms below, fill it out and send it back to us on the address shown on the form.

Download a transfer form *

Download a transfer form (ethical) *

Or you can call us on 0800 616 695 between 9am – 7pm Monday to Fridays and 9am – 12pm Saturdays (calls may be recorded and monitored for training purposes) or drop us an email. Our Customer Services team will be happy to take you through the process.

Expired voucher

If your child's voucher is past its expiry date, the Government will have allocated it to a stakeholder provider for you.

Already been allocated to another provider but you’d rather be with Family Investments? Just follow the transfer instructions above.

If you’ve been allocated to us by the Government then you’ll be classed as the 'correspondent' for the account.

This means that although we will send the child’s annual statement to you, we won’t be able to accept any instruction from you on how the account is managed.

To manage the account until your child reaches age 16, you will need to become the 'Registered Contact' for the account.

Download the 'Become a Registered Contact' form *

Before you transfer a Child Trust Fund account to us, please make sure you’re happy with the type of account we offer.

More about the Family Investments Child Trust Fund.

* In order to view and print the Child Trust Fund transfer forms, you’ll need the free Acrobat Reader from Adobe. If you do not already have Acrobat Reader installed, click here to download it for free