Transfer to a Junior ISA
Breathe new life into your child’s investments
It's easy to transfer to an HL Junior ISA
You can transfer a Child Trust Fund or an existing Junior ISA to our Junior Stocks and Shares ISA. Just let us know who your current provider is, and we’ll take care of the rest.
There's no charge to transfer to us, though we recommend checking with your current provider to make sure your child doesn’t lose any valuable benefits or incur excessive exit fees.
To find out where your child's Child Trust Fund is held, visit the HMRC website.
How to transfer - it's as easy as 1-2-3
To request a transfer, you'll need to be the registered contact for the Child Trust Fund or Junior ISA.
Transfers can be made as cash or as stock, although Child Trust Fund providers don’t always allow stock transfers.
With a stock transfer, you stay invested. With a cash transfer, the investments are sold, meaning your child is out of the market for a period. Their money will be stable if the market falls, but if it rises they won’t benefit.
If you have any questions about transferring, please call our dedicated transfers helpdesk on 0117 908 7816.
Why transfer to HL?
- Choice - choose from ready-made portfolios or a wide range of investments
- Ease - manage your child's account online or via the HL app, and link it to your own HL account
- Flexibility - invest from £25 per month, or add money as and when it suits
- Expertise - investment ideas from our expert analysts
Easy to use with polite well informed representatives.
MR MITCHELL, West Yorkshire
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