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transfer to a forester life junior isa

Why choose Forester Life?

Forester Life is part of the international financial services organisation, Foresters Financial, which has a history of operating for over 140 years and now looks after more than 3 million customers.

The Forester Life Junior ISA
Our Junior ISA is designed to be a straightforward and flexible way to invest for your child’s future. Not only do we offer you our experience, financial strength and reliability, we also offer the expertise of Schroders – one of the largest investment firms in Europe, with over 200 years’ experience of the investment market.

The value of your investment can fall as well as rise, and as with all stock market investments you may get back less than paid in. Inflation could reduce what you can buy in the future.

Features of our Junior ISA

features of forester life product Professionally managed for you by Schroders – This makes investing for your child simple and straightforward as Schroders do the investing on your behalf.

features of forester life product Clear, low capped charges – Unlike some other providers, we don’t charge entry, exit or transfer fees.

features of forester life product Risk controlled - The fund is made up of a mix of investments including shares, gilts and bonds. No more than 60% of your investment will be in shares, therefore protecting your child's investment against the sharp falls of the stock market.

features of forester life product Manage your account online - If you transferred or opened our Junior ISA online you can view and add contributions at any time.

features of forester life product Flexible – Save as little as £10 a month, make single contributions or both; up to £4,080 this financial year.

features of forester life product Family and friends can add online too – ideal for investing birthday or other financial gifts.

Important documents

   Key Features

   Terms & Conditions

Transfer your CTF to our Junior ISA

Transfer your Junior ISA to us

Professionally Managed by Schroders

Your Junior ISA will be invested in our Foresters Stakeholder (Schroders) Managed Funds, which are actively managed by the expert fund managers at Schroders.

Schroders is an independent, dedicated asset manager with a strong heritage. It is one of the largest investment firms in Europe and has over 200 years’ experience of investment markets.

The graph shows how your Junior ISA would grow if you had transferred an account with the value of £3,600 to our Foresters Stakeholder (Schroders) Managed 1 Fund for five years from September 2011, which has a 1.5% annual management charge.

Past performance of an investment should not be used as an indicator to future performance.

 Save more with a Forester Life Junior ISA

£20 add as little as £20 single contribution
£10 save from as little as £10 a month
24/7 access and manage your account online
0% no entry, exit or transfer fees
£4,080 contribution limit each tax year
Already have a Junior ISA? Transfer to us online