Your clients may want to have all their investments in one place so they’re easier to manage. Perhaps they want to transfer an existing cash ISA with a bank or building society to take advantage of the potential for better returns. Or they may want to transfer a unit-linked ISA to reduce the risk of being affected by stock market volatility.
You may well come across people who want to have all their investments in one place so they’re easier to manage. Perhaps they want to transfer an existing cash ISA with a bank or building society to take advantage of the potential for better returns. Or they may want to transfer a unit-linked ISA to reduce the risk of being …
Healthy Investment has been accepted as a signatory to the Principles of Responsible Investment (PRI). The PRI is a set of best practice guidelines drawn up at the instigation of the former United Nations Secretary General, Kofi Annan. It is only the second UK friendly society to have signed up to this worldwide initiative, which continues to be supported by …
In the week leading up to this year’s Holocaust Memorial Day, Chief Executive of Healthy Investment, Peter Green, reflects on his visit to the International Holocaust Memorial in Jerusalem.
It’s almost three years since my wife, son and I visited Yad Vashem. Looking back through the photographs it’s not difficult to remember the impact the visit had on us all.
Healthy Investment has a long and distinguished history of investing its members’ money ethically. It’s what we have been doing for the last 185 years.
We’ve launched a major review of not just how we invest our members’ money ethically but how our ethical approach to doing business impacts our members, our colleagues and the wider community.
If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You can transfer a cash ISA with a bank or building society to take advantage of the potential for better returns. You can transfer a unit-linked ISA to Healthy Investment to reduce your risk of being affected by stock market volatility. Transferring …
If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchildren and get the return and security you are looking for. You can invest from just £500 up to a maximum of £250,000. Investments can be made in a single name or in joint names with …
If you put money or property in a trust it no longer belongs to you. Any cash, property or investments belong to the trust and will be outside your estate for inheritance tax purposes and may not count towards your inheritance tax liability when you die. Another potential benefit is that a trust is a way of keeping some control …
