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A Local Charity

Healthy Investment in the community. A look at just one of the ways Healthy Investment is supporting people struggling to feed their families.

23/10/2022

A Local Charity

Healthy Investment in the community. A look at just one of the ways Healthy Investment is supporting people struggling to feed their fami...
09/10/2022

Paying tax on your savings

Rising interest rates and paying income tax. See how rising interest rates can affect the amount of income tax you pay.
18/09/2022

Making a will

A will is the only way to make sure your money, property, possessions and investments go to the people and causes you care about. For c...
18/09/2022

Plan ahead with a Lasting Power of Attorney

Making a lasting power of attorney (LPA) is one of the most straightforward and helpful things you can do to protect yourself and your fa...
14/07/2022

APPOINTMENT OF NEW CHAIR OF THE SOCIETY

Tim Birse has been appointed as the new Chair of the Society’s Board of Directors following the Annual General Meeting held on 15 June.
10/04/2022

HEALTHY INVESTMENT LAUNCHES A NEW ETHICAL ISA

Healthy Investment announces the launch of a new Stocks & Shares ISA with an enhanced ethical approach to investing.
09/04/2022

2021 Annual Results

Healthy Investment reports on a successful 2021and a significant increase in new business over 2020.
08/04/2022

Annual Bonuses

Healthy Investment confirms the addition of competitive annual bonuses on its With-profits policies.
10/01/2022

Why Fairtrade is important to Healthy Investment

Peter Green, Chief Executive of Healthy Investment reflects on why Fairtrade is important to him and the organisation he leads.
25/08/2021

Healthy Investment gains living wage accreditation

Healthy Investment gets living wage accreditation. Peter Green, Chief Executive of Healthy Investment, commented “We are pleased to announ...
18/08/2021

Healthy Investment shortlisted for two prestigious awards

Healthy Investment has been shortlisted for two awards in a scheme operated by a respected national financial services publisher.
18/06/2021

Mutual Diversity Alliance

We’re proud to be part of a new initiative which champions diversity within friendly societies and other financial mutuals
15/06/2021

It’s easy to transfer your existing ISA

If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You can transfer a cash ISA wit...
15/06/2021

Ethical investments for a sustainable future.

If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchil...
19/03/2021

Spring Clean Your Finances

Is it time to spring clean your finances? We’re beginning to look forward to a better summer with positive news about the lower virus l...
07/03/2021

International Women’s Day 2021

March 8th is International Women’s Day. The ultimate aim of this annual event is to celebrate the achievements of women throughout the wor...
27/01/2021

Consolidate ISAs with our simple transfer service for introducers

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 ...
19/01/2021

Visiting Yad Vashem

In the week leading up to this year's Holocaust Memorial Day, Chief Executive of Healthy Investment, Peter Green, reflects on his visit to...
18/01/2021

What our members said about ethical investments

Healthy Investment has a long and distinguished history of investing its members' money ethically. It's what we have been doing for the la...
15/01/2021

Transfer your existing ISA

If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You can transfer a cash ...
15/01/2021

Invest in a bond for tomorrow

If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchi...
15/01/2021

Can a Trust reduce your Inheritance Tax bill

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 ou...
11/12/2020

Students receive a helping hand from Healthy Investment

Healthy Investment has made 14 grants totalling £2,450 to help 14 of its younger members with the costs of higher education course materia...
10/12/2020

Child Trust Funds - Court fees waived

A Child Trust Fund (CTF) is a long-term, tax-free savings account for children.  The money belongs to the young person and they can only t...
04/12/2020

Give your loved ones a financial gift this Christmas

Christmas is getting ever nearer and if you want to give your children or grandchildren something different this year you could think abou...
17/11/2020

Healthy Investment’s five ethical investment pointers.

Peter Green, chief executive of Healthy Investment, said, “As one of the oldest providers of ethical investments, with our roots in the 19...
09/11/2020

Remembrance Day, a short history

Remembrance Day is a memorial day, observed mainly in Commonwealth member countries, which has taken place since the end of the First Worl...
04/11/2020

New Board Appointments

Healthy Investment, the mutually owned financial services provider, has appointed two major players in the insurance industry to its board...
02/11/2020

Stress Awareness Day

This year Healthy Investment are taking part in Stress Awareness Day. We’re talking to our staff about what makes them stressed and how we...
21/10/2020

End of British Summer Time

There is a myth that altering the time to allow for more daylight during the “waking” hours was the idea of King Edward VII who wanted to ...
24/08/2020

World Water Week

For many of us water is just something that is there all the time. We simply turn on a tap and there it is, unlimited in quantity, hygieni...
05/08/2020

Get on your bike

This week sees the 9th annual Cycle To Work Day ( www.cycletoworkday.org ) which aims to encourage and increase the use of bicycles as a m...
05/06/2020

Bike Week; 6th to 14th June 2020

Bike Week is delivered by Cycling UK and is an annual celebration of the benefits of cycling for both the individual and for the environme...
17/05/2020

When your investments don’t go up in smoke

Throughout it’s 185 year history Healthy Investment has pursued an ethical investment strategy for its members and whilst it’s clear that ...
12/05/2020

Child Trust Funds – Your Choices

The outbreak of coronavirus has had a significant impact on global financial markets with stock markets seeing initial falls of up to 30% ...
12/05/2020

Healthy Investment Support Local Food Bank

Working from home, being furloughed or being in self isolation can bring with it lots of problems, not least of which is more pressure on ...
24/04/2020

Investing in With-profits Fund benefits members

Healthy Investment to maximise member returns by deferring its annual bonus declaration until investment markets stabilise. News release 2...
14/04/2020

Junior ISA Limit Increases To £9000

Junior ISA limit increases to £9,000 In the budget on 11 March 2020 the government announced that the amount that can be invested in Junio...
12/04/2020

Coronavirus outbreak, A message from Peter Green

A word about the team at Healthy Investment Like most organisations, and in accordance with government advice, we have made specific provi...
31/01/2020

Celebrating National Apprenticeship Week

When the apprentice is hiring the apprentice. When Jerrol Ainsworth joined Healthy Investment in January 2010, as an administrative appren...
31/10/2019

Meet the team - Jerrol Ainsworth

It sometimes feels that Jerrol’s been with the Society man and boy. Jerrol started his career at Healthy Investment as an apprentice after...
14/08/2019

Important information about 16 year old Child Trust Funds

The children who were first to receive the government’s Child Trust Fund (CTF) vouchers are now 16 and 17 years old which means that it’s ...
12/08/2019

Ethics – Tell us what matters to you

Ethical investing is something that we know about – after all we’ve been doing it since we were formed back in 1835. Throughout our long a...
07/08/2019

Make the most of summer with the children – on a budget

With a few weeks of the summer holidays left, many of our members with children might be wondering how to spend time with their children o...
16/07/2019

Meet the team - Philip Cust

Philip, who lives in Manchester, is one of Healthy Investment’s longest serving members of the team, joining the Society back in 2007. Aft...
29/05/2019

Investing for children

We all want the very best for our children and grandchildren and that includes making sure that they have a good financial start in life. ...
29/05/2019

Meet the team - Sam Williams

Sam, who lives in the Rossendale Valley, joined Healthy Investment as an apprentice back in 2011. Fresh from college Sam worked in the ad...
30/04/2019

We are really excited to launch our Ethical ISA

An ISA for your future (and everyone else’s as well) The Ethical ISA from Healthy Investment has been specially designed to meet the need...
28/03/2019

Bonuses benefit Healthy Investment members

Its good news for Healthy Investment members as bonuses of over £1.7 million have been added to their With-profits investments. The 2018 b...
28/01/2019

What is an Investment Bond?

A lump sum investment – A single premium policy – A one off investment – An Insurance Based Investment Product – Whilst technically all of...
04/12/2018

How to Gift Money to children or grandchildren

Christmas is a time for giving and what better gift could you give to the children and grandchildren you care about than a gift which coul...
20/11/2018

Top Tips on How to Enjoy a Family Christmas on a Budget

With Halloween and Bonfire Night now a distant memory, it’s time to get ready for Christmas. The Healthy Investment team believe that ther...
25/10/2018

The Cost of Buying Your First Home

Buying your first home is a very exciting time. However, we all know that it’s also going to be an expensive time. The team at Healthy Inv...
21/09/2018

Making the Most of Your ISA

In an article published on 17 September in the Financial Services supplement of the London Evening Standard, we discuss the Healthy Invest...
20/09/2018

Teach Your Children How to Manage Their Money

The Healthy Investment team have been asking parents how they teach their children about money. As a financial services organisation and a...
08/08/2018

What is a Friendly Society?

Despite being around for a couple of hundred years there’s still a lot of misunderstanding about exactly what a friendly society is. I can...
24/07/2018

A Beginner’s Guide to Investing

Do you have money sat in your bank savings account? Are you looking for greater returns on your money than the interest it earns? If the a...
22/06/2018

What is a Child Trust Fund?

Child Trust Funds (CTFs) are government tax-free savings accounts for children who were born between 1 September 2002 and 2 January 2011. ...
13/06/2018

Start Saving Now for Your Child's Future

The birth and bringing up of a child carries an enormous amount of responsibility and cost to parents. You naturally want the best for you...
30/05/2018

Mark’s Successful Fundraising Challenge

Our Governance Manager, Mark Brennan, bravely took on the challenge of the Manchester Half Marathon on Sunday, 20 May 2018 in support of a...
24/05/2018

Two New Appointments for Healthy Investment

Healthy Investment, a local Mutual Friendly Society based in Bury, are excited to announce they have recently appointed a Head of Marketin...
19/04/2018

Bonuses for 2017 declared

Our members are enjoying the benefits of yet another successful year of solid growth. Over the last financial year, we’ve seen our total a...
20/03/2018

Important change in HMRC ISA rules

Unusually, the annual ISA limit isn’t increasing this year, but there’s one important change to ISA rules coming in from April 6 which we ...
27/02/2018

ISAs Explained

The world of ISAs can be confusing to the uninitiated – but in fact they’re actually fairly straightforward, and a great way t...
30/01/2018

Making Decisions Clearer For Investors

We welcome anything that makes it easier for you to compare our products and decide which ones are best for you – whether you’...
18/01/2018

New Website

We’re pleased to announce that the new and improved Healthy Investment website is now live. Over the past few months we’ve bee...
08/12/2017

Christmas Opening Times

The office will be open on Friday 22nd December 2017 but then will be closed until after the New Year, re-opening on Tuesday 2nd January 2...

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We believe that the best customer outcomes will be achieved by receiving quality financial advice and with over 186 years of experience, relevant products, a strong capital base and a passion for providing advisers and investors with a truly personal service we are confident that Healthy Investment has a part to play in anyone’s portfolio.

Call us on 0161 762 5790 or e mail us at enquiries@healthyinvestment.co.uk

Alternatively you can
send us a message using our

Newsletter sign up

At Healthy Investment we send out an occasional eNewsletter to advisers. It’s full of useful information about our products, investment strategy and bonus announcements. It includes helpful articles on With-profits and how insurance based investments can help your clients.

You can unsubscribe at any time from these communications, however if you would like to subscribe you can do so here.

More information

We believe that the best customer outcomes will be achieved by receiving quality financial advice and with over 186 years of experience, relevant products, a strong capital base and a passion for providing advisers and investors with a truly personal service we are confident that Healthy Investment has a part to play in anyone’s portfolio.

Call us on 0161 762 5790 or e mail us at enquiries@healthyinvestment.co.uk

Alternatively you can
send us a message using our

Newsletter sign up

At Healthy Investment we send out an occasional eNewsletter to advisers. It’s full of useful information about our products, investment strategy and bonus announcements. It includes helpful articles on With-profits and how insurance based investments can help your clients.

You can unsubscribe at any time from these communications, however if you would like to subscribe you can do so here.

We believe that the best customer outcomes will be achieved by receiving quality financial advice and with over 186 years of experience, relevant products, a strong capital base and a passion for providing advisers and investors with a truly personal service we are confident that Healthy Investment has a part to play in anyone’s portfolio.

Call us on 0161 762 5790 or e mail us at enquiries@healthyinvestment.co.uk

Alternatively you can
send us a message using our

Newsletter sign up

At Healthy Investment we send out an occasional eNewsletter to advisers. It’s full of useful information about our products, investment strategy and bonus announcements. It includes helpful articles on With-profits and how insurance based investments can help your clients.

You can unsubscribe at any time from these communications, however if you would like to subscribe you can do so here.

More information

We believe that the best customer outcomes will be achieved by receiving quality financial advice and with over 186 years of experience, relevant products, a strong capital base and a passion for providing advisers and investors with a truly personal service we are confident that Healthy Investment has a part to play in anyone’s portfolio.

Call us on 0161 762 5790 or e mail us at enquiries@healthyinvestment.co.uk

Alternatively you can
send us a message using our

Newsletter sign up

At Healthy Investment we send out an occasional eNewsletter to advisers. It’s full of useful information about our products, investment strategy and bonus announcements. It includes helpful articles on With-profits and how insurance based investments can help your clients.

You can unsubscribe at any time from these communications, however if you would like to subscribe you can do so here.

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© 2019 Healthy Investment. All rights reserved.
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Healthy Investment is the trading name of The Rechabite Friendly Society Limited, an incorporated friendly society (register no. 218f) and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register no. 109994.
This website is intended for use by FCA authorised financial advisers, their paraplanners and compliance departments. It is not for use by individual investors who should visit the Society’s main website

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