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 …

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 …

Healthy Investment has made 14 grants totalling £2,450 to help 14 of its younger members with the costs of higher education course materials during 2020. The grants were made from the Douglas Carr Memorial Scholarship Scheme, which was established in memory of a former chief executive of the historic financial institution. Healthy Investment, which is headquartered in Bury, Greater Manchester, …

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 take it out when they turn 18.

If a young person lacks mental capacity and as a result cannot handle their finances, a parent or guardian must apply to the Court of Protection to allow them to manage these funds.  This vital safeguard exists to protect vulnerable people from fraud or abuse.

Christmas is getting ever nearer and if you want to give your children or grandchildren something different this year you could think about a financial gift.
 
One of our ethical savings and investment plans could be a perfect way to give them a financial start in life.
 
Our Junior ISA is proving to be very popular. It’s a long term, tax free way of investing for children under 18 in a mix of stocks and shares, fixed interest bonds, commercial property and cash deposits.

Peter Green, chief executive of Healthy Investment, said, “As one of the oldest providers of ethical investments, with our roots in the 19th century, we are aware that people now, more than ever, want to invest their money in a way that has a positive impact, and to find a home for it that chimes with their values. “There are, …