meet the team - jerrol

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 completing an IT course at the local college.  Nearly 9 years later he’s still here and playing a pivotal role in the Society’s future. Peter Green, Chief Executive of the Society explained, ‘Jerrol came to us as …

Kids Hugging

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 important for parents and guardians to talk to their children about the CTF and how they are going to use the money that’s invested for them. The government’s rules for Child Trust Funds means that …

Couple Holding Hands

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 and distinguished history we have never invested members’ money directly in alcohol, arms and tobacco industries. More recently, following concerns about encouraging addiction, we added gambling and pornography providers to the list of companies that …

Summer Campfire

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 or grandchildren without breaking the bank. We asked some of Healthy Investment’s staff their memories of days out with the family and for tips on how to keep kids happy on a budget. Sam Williams, …

Philip Cust

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. After graduating from Sheffield University with an Honours Degree in Finance and Accounting, Philip worked in a variety of industries prior to settling for a career in financial services. Philip explained, ‘over the years I’ve worked across most …

Child getting piggyback ride

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.  Whether it’s helping them get to university, buy their first car or giving them a helping hand onto the housing ladder, who wouldn’t, as they become adults, want to see the joy that a financial …

Meet the Team Sam Williams

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 administration and membership teams before taking up his current role as Business Development Executive with responsibility for Financial Advisers.  Sam explained, ‘over the years I’ve built up a good understanding of all our products, the way that …

ISA for your future

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 needs of those looking for a cautious ethical investment. With no early withdrawal charges the Ethical ISA gives investors the freedom and flexibility to invest for their future. The ISA invests in the Healthy Investment Ethical With-profits …

See the benefits of our with-profits investment

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 bonus declaration has now been finalised and all members will be receiving their bonus statement over the next few weeks. With-profits that works In a year of extremely challenging investment markets all our With-profits ISAs, Bonds and Savings …

What is an Investment Bond?

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 the definitions of an Investment Bond are correct, it’s no wonder investors sometimes get confused. When investors and investment companies talk about ‘lump sums’ it often conjurers up images of large amounts of money. Many …