What's happening

Your child’s Junior ISA will be transferred to Fidelity (Financial Administration Services Limited) on 6 November 2021 (the Transfer Date).

Please inform any other individual(s) who have decision-making authority for your child’s Junior ISA about this important information.

You do not need to take any actions and we will take care of the transfer arrangements. However, please be aware that both prior to, and during, the transfer of your child’s Junior ISA to Fidelity, there will be a period when the availability of some of the services you would normally expect will be limited, such as making certain transactions and instructions. This is because of the activities we need to complete during this period, in order to safely move the account and assets to Fidelity. See Important documents and read PARTS 2 and 3 of ‘You’re transferring to Fidelity’ booklet for full details.

Key dates for the transfer of your child’s Junior ISA

 

Key dates for the transfer of your child’s Junior ISA

Timeline of changes

Important notice about your regular investments

As you regularly invest by Direct Debit Instruction, you should be aware of some changes to the collection of your contributions:

  • If your regular investment is due to be collected before 30 October 2021, your payment will be collected and invested as normal.
  • If your regular investment is due to be collected on or after 30 October 2021, your payment will not be collected.
  • You may wish to consider making a one-off payment to cover the missed regular investment. You can make this payment to us by
    1 November 2021.

Following the successful transfer of your child’s Junior ISA to Fidelity, we will cancel your Direct Debit Instruction with Legal & General. As our records show that you/or your child’s primary residence is overseas, certain restrictions apply. You will no longer be able to make regular contributions into your child’s Junior ISA whilst residing overseas.

A man working on a tablet.

Get in touch

If you have any questions about the proposed transfer to Fidelity,

please call our telephone helpline for overseas residents on:

+44 2920 276 998*

Alternatively, you can email us**

*Open Monday - Friday 9am-5pm (British Summer Time). Call charges will vary. We will record and monitor calls.

Please have your client number to hand when you call.

**Please be aware that email isn’t a secure method of communication.

Please note that this helpline is for questions about the proposed transfer to Fidelity only. If you have any questions other than about the proposed transfer, please contact the customer services team in the usual way (see the contact details shown on your previous correspondence or contact us here.