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Looking after a CTF

Help give a child a financial boost for when they reach adulthood. Information about all of our Child Trust Funds can be found here. Capital at risk.





A head start in life

A Child Trust Fund is a long-term savings account for children who were born between 1st September 2002 and 2nd January 2011. New accounts cannot be opened, however you can transfer a Child Trust Fund to a Forester Life Child Trust Fund, and you can continue to contribute to a Child Trust Fund that is held with Foresters Financial.

Start saving from as little as £10 up to £9,000 a year (running birthday to birthday), making the Child Trust Fund an ideal way to save for the future.

They become a member

By saving for your child's future with us, they will join a mutual organisation whose Purpose is to enrich family and community well-being. At age 18, they will have access to a range of exclusive benefits, such as volunteer grants, member discounts and scholarships – just to name a few! Take a look at our member benefits and find out how you can become a member too

Transfer to our Child Trust Fund

Start saving from as little as £10 in a professionally managed fund and help open up a range of opportunities for when your child reaches age 18. 

If you would like to transfer a Child Trust Fund to us, please read the important documents and complete the CTF Transfer form. Once the Plan is set up, the Registered Contact will be able to activate their online MyPlans account

Important documents

   Child Trust Fund Brochure

   Child Trust Fund Key Information Document

   Child Trust Fund Terms and Conditions

   Child Trust Fund Transfer form

We provide a personal financial planning service either face-to-face or by video appointment, where one of our Financial Advisers can discuss your options at your convenience. As they are paid directly there is no charge for the advice given. Request a visit >

Manage the Plan online

You can view your child's Child Trust Fund online by simply activating your MyPlans account. With MyPlans you can make payments online, view your Plan value, see the fund performance, investment information and contact your Financial Adviser. Family and friends can also set up their own Gifters MyPlans account after making a contribution. 

 Log in to MyPlans  Request an adviser

 

 

Our Child Trust Fund Important Documents

 

Child Trust Fund Extra

Important documents

   Child Trust Fund Extra Brochure

   Child Trust Fund Extra Terms and Conditions 

Find out more about the Child Trust Fund Extra Lifestyling Rules

 

Child Trust Fund - Stakeholder Options

Important documents

   Child Trust Fund - Stakeholder Options Brochure

   Child Trust Fund - Stakeholder Options Terms and Conditions

Find out more about the Child Trust Fund - Stakeholder Options Lifestyling Rules

 

Child Trust Fund - Options

Important documents

   Child Trust Fund - Options Brochure

   Child Trust Fund - Options Terms and Conditions

 

Child Trust Fund - Shariah

Important documents

   Child Trust Fund - Shariah Brochure

   Child Trust Fund - Shariah Terms and Conditions 

 

Child Trust Fund

Important documents

   Child Trust Fund Brochure

   Child Trust Fund Key Information Document

   Child Trust Fund Terms and Conditions 

 

Take a look at our CTF fund page to find out where the CTF is invested

 

Tax treatment depends on individual circumstances and may be subject to change in the future. As with all stock market investments the value of your child’s Child Trust Fund can fall as well as rise and you may get back less than has been paid in. Gifts cannot be reclaimed and combined amounts cannot exceed the contribution limit of £9,000 running from birthday to birthday.

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