Working In Partnership

Temperance Fund


Supporting children’s financial literacy

The Society has a long history of promoting temperance and membership was originally restricted to those who had signed a pledge to abstain completely from alcohol. Whilst today our products are available to everyone our charitable temperance fund makes donations to organisations which encourage individuals to make healthy lifestyle choices.


Our latest donation funded a week long adventure holiday for disadvantaged children from South Yorkshire. For many who attended it was the opportunity of a lifetime.


If you would like further details of how your charity or organisation can apply for a grant please contact us.




Saving Squad


Saving Squad is a new website aimed at 7 to 11 year olds, teaching them about money management. Through fun educational games, children are helped to improve their maths skills and understand the benefits of saving money.


Thanks to Healthy Investment and the Association of Financial Mutuals the above website is free to use.


Douglas Carr Memorial Scholarships 



Association of Financial Mutuals

The scholarship fund, created in memory of a previous Chief Executive of the Society, provides small bursaries to members of the Society who are studying full time for a degree or equivalent qualification. Grants are made every year in October.

To apply for a scholarship you must have been a member for a minimum of 3 years.


You can download the application form here.


Healthy Investment is a member of the newly formed Association of Financial Mutuals (AFM). The trade association helps friendly societies and other financial mutuals to explain the benefits of using companies that are owned by and run for the sole benefit of members. The AFM was formed by the coming together of The Association of Friendly Societies and The Association of Mutual Insurers, both of which Healthy Investment was a member of.


You can find out more here.


International Cooperative and Mutual Insurance Federation


ICMIF represents over 1700 mutual insurance companies and cooperatives from around the world.


They help organisations to understand what it really means to be a mutual society and how we can work together for the benefit of members. With no shareholders, mutual insurance companies and friendly societies only have to think about the members.


You can find out more about  ICMIF and other financial mutuals around the world here.