More about the transfer
Your child's CTF has now been transferred from Halifax to us. Your child's CTF continues to invest in the same fund as before, the UK Large Company Tracker Fund. The total annual charge for looking after the CTF will remain at only 1% per annum. This is the only charge and covers everything from investment management charges to administration.
As part of the transfer, the Registered Contact would have received a transfer closing statement showing the final value of the CTF with Halifax, together with the new Forester Life personalised Plan Document. This details the amount transferred, any regular monthly payments, and the Plan's Terms and Conditions.
In addition, we also provided you with details about how to create your online MyPlans account, which you are now able to activate.
More about the CTF