Stakeholder Child Trust Fund
We invest in a range of stocks and shares that aim to protect the value of the child’s investment over the years - however as with any stock market investment the value can fall and rise and the child may not receive back as much as you’ve invested.
Our Stakeholder Child Trust Fund keeps the charges fixed - they’ll never be more than 1.5% of the value of the account each year.
A wide range of stocks and shares
Our Stakeholder Child Trust Fund invests in many different kinds of stocks and shares - we track the performance of the FTSE All Share Index.
Investments can be made by anyone
Once a Child Trust Fund has been set up, anyone - parents, grandparents or family friends - can make one off or regular investments.
Payments can be made in to our Child Trust Funds online by debit card
Neither your client or the child will have to pay tax on the proceeds of their Child Trust Fund.
I had a query which was dealt with promptly and I got to know exactly what I had asked about
Judy was so helpful and gave me all the information I needed. It was very quick and easy to get our details updated for our change of address
Extremely knowledgeable, efficient and friendly staff. Where other companies don’t even reply Healthy Investment have responded the same day.
Parents may have chosen to invest in a Healthy Investment Stakeholder Child Trust Fund or the unused voucher may have been allocated to us.
If the child already has a Child Trust Fund with another provider this can be transferred to a Healthy Investment Child Trust Fund.
They might decide to make additional contributions to the Child Trust Fund if they already have savings in a bank or building society and they are now looking to put some money into a tax free investment for the child which has some risk that the child might get back less than has been paid in, in return for the possibility of a higher return
If there's anything
you don't understand,
we're here to help.
Call Jerrol on 0161 762 5790
Alternatively you can
send us a message
using our contact form.
Working in partnership
Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.
All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.