Transfer to a OneFamily Stocks and Shares ISA
You can transfer money into a OneFamily Stocks and Shares ISA from existing:
- cash or stocks and shares ISAs
- matured child trust funds and matured junior ISAs
- lifetime ISAs (please be aware that you will be charged the government withdrawal charge for moving money out of a lifetime ISA).
We accept transfers from cash or stocks and shares products. We won't charge you to transfer to us, but please check with your current provider in case they charge any transfer-out fees.
Why choose OneFamily?
We keep our ISA simple with a 1.1% annual management charge and 24/7 online account access. You'll also have the option to invest your money in a climate-friendly fund.
We’ve provided more than £4.75 million in funding since 2015 through our individual and community-based funding initiatives – supporting over 390 great causes such as foodbanks, homeless charities and schools - and improved the lives of over 3,200 people through our individual grants.*
*Figures as at 31 December 2021
How to transfer a stocks and shares ISA
We make it as simple as possible to transfer a stocks and shares ISA to us and we won't charge you to do so. However, please check with your current provider in case they have any charges.
1. Choose a fund
Decide if the Global Mixed or Global Equity fund suits your approach to risk
2. Tell us you want to transfer
Download the fund’s transfer form and post your completed form to: FREEPOST ONEFAMILY (this is the full address).
3. Start saving!
As soon as the transfer is complete, you’ll be able to log into your online account to set up a direct debit or start making one-off payments.
Frequently asked questions - transferring to a OneFamily Stocks and Shares ISA
Our ISA invests in stocks and shares, which has higher potential for growth than cash over the long term. However, as with all investing, there is a risk that the value of your investment could go down.
People choose OneFamily because of our competitive charges and our strong moral compass. We’re not owned by shareholders so we don’t pay dividends - put simply this means our profits are used to benefit our members and our community.
We also care about the environment and offer climate-friendly fund options with our Stocks and Shares ISAs and Lifetime ISAs, meaning you can choose to invest in companies that take climate change seriously.
As a member of OneFamily, you’ll also have access to free equity release advice (worth £950), the option to apply for apprenticeship support and you'll be able to apply for a Young Person's Education Grant on behalf of someone aged 15-19 years old.
Choose which fund you'd like to invest your Stocks and Shares ISA in
Please read all relevant documents below to get an understanding about how each fund is invested, then choose the fund that suits you best. As our ISA invests in stocks and shares, its value can go down as well as up, so you could get back less than was paid in.
Global Equity
Invest into global companies who focus on operating in a more sustainable way
Invest for your future in a way that's aligned with your values. Global Equity invests your money into companies who are actively working towards a more sustainable business model and reducing their carbon footprint. Find out more about our climate-friendly investments
- Avg. yearly
growth* - Fund
size - Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Equity in our Key Information Document and Fund Factsheet
Global Mixed
A balanced mix of climate-friendly companies and fixed interest investments to reduce risk
Invests up to 35% of your money into climate-friendly shares and at least 65% into fixed-interest assets to help reduce risk. Choose this fund if you want to lower your risk of losing money while still investing in some climate-friendly options. Find out more about our climate-friendly investments
- Avg. yearly
growth* - Fund
size - Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Mixed in our Key Information Document and Fund Factsheet