Mutual Diversity Alliance

We’re proud to be part of a new initiative which champions diversity within friendly societies and other financial mutuals

Share This

Healthy Investment hails CTF holders as majority stay invested after turning 18

Since September 2020 the first holders of CTF accounts have begun to turn 18 and have been able to withdraw their money but, in Healthy Investment’s experience, a large majority have kept their funds invested. On the holder’s 18th birthday the CTF  transfers into an adult ISA, with no impact on that year’s ISA subscription limit. Once their CTFs have …

Share This