Transfer a CTF

If you’ve already got your child’s Child Trust Fund (CTF) account with another provider, but would like to transfer it to us, then this is easy to do.

Reasons to transfer your child’s Child Trust Fund to us

As the only company that specialises in savings for children and the choice of 1 in 4 parents during 2010 for actively opening their child’s CTF, we’re well placed to help you take care of your child’s financial future.

What’s more:

  • At The Children’s Mutual we’ve been helping people to provide for their family for over 130 years
  • We’re award winners – we were named the UK’s Best Child Trust Fund Provider for 4 years running
  • Transferring your child’s Child Trust Fund to us is quick and easy
  • There’s no charge for making the transfer

What do I need to do to transfer my child’s Child Trust Fund account to The Children’s Mutual?

All you need to do is:

  • Download the document for the Child Trust Fund account you’d like to transfer to below.

This includes important information about the Child Trust Fund account, including the Key Features and Terms and Conditions, so please make sure you’ve read and kept a copy (either printed off or saved onto your hard drive).

  • Print out and complete the Transfer form (which is at the beginning of the document). Post it to us at the address at the top of the form. No stamp is required.

Please remember that the person who completes the Transfer form must be the Registered Contact on the current CTF account.

Transfer to Baby Bond® Child Trust Fund
Transfer to Baby Bond® Child Trust Fund
transfer_to_baby_bond_child_trust_fund.pdf

239.4 KB
Transfer to Shariah Baby Bond® Child Trust Fund
Transfer to Shariah Baby Bond® Child Trust Fund
transfer_to_shariah_baby_bond_child_trust_fund.pdf

242.0 KB

We’ll take care of everything for you – including contacting your child’s current Child Trust Fund provider – and we’ll send you a confirmation letter when your child’s CTF account has been transferred to us.

If you need a Transfer Form sent to you or have any queries then please contact us.

Reasons to keep your child’s CTF with us

If you’re looking to transfer your child’s CTF to another provider, then please call us on 0845 077 1899 and ask to speak to our Options Team.

There are lots of reasons to keep your child’s CTF with us.

Here at The Children’s Mutual, not only are we the only company that specialises in savings and investments for children, but we also look after over 900,000 CTF accounts – meaning that we’re well placed to help you prepare for your child’s financial future.

What’s more

  • Our Stakeholder CTF is a shares-based account with built-in features as required by Government
  • Over the longer term, we expect that shares should produce better returns than cash deposit accounts (though of course this can’t be guaranteed)
  • Our Stakeholder CTF invests in a tracker fund, which reflects the performance of the FTSE*. Most other Stakeholder CTFs invest in tracker funds too, so will perform in a similar way

To find out more about these points and to discuss your transfer options, please give our Options Team a call on 0845 077 1899.

* ‘FTSE’ is a trade mark of the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited (‘FTSE’) under licence.

I find The Children’s Mutual to be the easiest CTF to use, or so I have been led to believe by my friends who have CTF with other providers!

- Kate T from Wigan

More customer comments

Transfer to Baby Bond® Child Trust Fund
Transfer to Baby Bond® Child Trust Fund
transfer_to_baby_bond_child_trust_fund.pdf

239.4 KB
Transfer to Shariah Baby Bond® Child Trust Fund
Transfer to Shariah Baby Bond® Child Trust Fund
transfer_to_shariah_baby_bond_child_trust_fund.pdf

242.0 KB