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What is the best route to transfer a small Child Trust Fund to an Investment Junior ISA?

21 February 2022

Question by Richard

Answered by Liam Wood

Hi Richard,

I do hope you are well

Most CTF providers have an option of converting their CTF to a JISA (Cash or Stocks and Shares) if not, many of the well-known providers offer a transfer in service. On the Boring Money JISA page, the top rate providers are AJ Bell, Vanguard, and Fidelity. They all provide pre-made investment strategies at different investment risk ratings to suit.

Typically, you have to open a JISA first then transfer the funds.

I hope this helps.

All the best Liam

Answered by

Liam Wood

Chartered Financial Planner

As the 'Online Financial Adviser', I believe that when it comes to your finances, ensuring you receive advice from the most qualified adviser should be your minimum requirement.