Allocated Accounts with Forester Life
This section is designed to provide information and assistance
for parents and guardians of children who have been allocated CTF
accounts with Forester Life by the Government.
You can also download the following application forms from
this page:
Registered Contact Application (PDF)
Gift Subscription Application (PDF)
Important Information about Forester Life Allocated CTF
Accounts
Why has my child been allocated
a CTF Account with Forester Life?
What do I have to
do?
What is a Registered
Contact?
Can I contribute to the
Plan?
Can you provide professional
financial guidance?
Where can I find out more about
the Plan?
Why has my child been allocated a CTF Account with
Forester Life?
As your child’s CTF voucher has expired, the
Government has automatically opened a CTF account on their behalf.
Forester Life is one of a limited number of CTF providers approved
by the Government for allocated accounts.
The Forester Life CTF Plan is a stakeholder account
which meets national stakeholder
standards for straightforward, low-cost, risk-controlled
products.
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What do I have to do?
Read the booklet which we will automatically send to
you. This explains all about the Forester Life CTF Plan. Then,
complete and return the Registered Contact application to us.
Until we receive a fully completed Registered
Contact’s Application we will send any correspondence about this
Plan to the name and address supplied to us by HM Revenue &
Customs.
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What is a
Registered Contact?
The Registered Contact is the person responsible for
giving instructions about the management of the child’s Plan.
Normally this will be a parent, or another person with
responsibility for the child, but must be aged 16 or more.
When the child reaches age 16 only they can be the
Registered Contact.
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Can I contribute to the Plan?
To give your child a real financial head start you
should supplement the Government contributions to this Plan.
Friends, family and anyone else can also make payments.
All subscriptions are gifts to the child and cannot be
reclaimed by the donor.
A Gift
Subscription Application is included within our CTF
booklet or can be downloaded from this web page.
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Can you provide professional financial
guidance?
We are one of the few CTF providers to offer a
home-based financial planning service, so help is on hand in your
home environment and at a time convenient to you. For more details
about this service please view Keyfacts about our service.
You can request an adviser
visit without any obligation on your part.
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Where can I find out more about the Plan?
View Key Features of the
Forester Life Allocated CTF Plan.
E-mail our CTF team at ctf@foresters.co.uk
Telephone: 0800 990022 (8.30am to 5pm Monday to
Friday).
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