Healthy Investment to maximise member returns by deferring its annual bonus declaration until investment markets stabilise. News release 22 April 2020 Healthy Investment, the friendly society and mutual insurer, has deferred the annual bonus declaration on its Ethical With-profits Fund until later this year. Members had been due to receive details of the bonus to be added to their savings …

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 Junior ISAs increased to £9,000 for the 2020/2021 tax year. At this level Junior ISAs will be at the forefront of parents and grandparents minds when it comes to investing for their children and grandchildren. Not …

A word about the team at Healthy Investment Like most organisations, and in accordance with government advice, we have made specific provision to safeguard those working at the Society during the current Coronavirus outbreak. The majority of our team are now working from home, there are no face to face business meetings and the office is closed to visitors. However …

When the apprentice is hiring the apprentice. When Jerrol Ainsworth joined Healthy Investment in January 2010, as an administrative apprentice, he never envisaged that it would be him hiring the new apprentice. Jerrol, who has recently been promoted to Membership Manager here at Healthy Investment has been tasked with finding the next apprentice to join the growing team. Peter Green, …

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 …

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 …

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 …

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, 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 …

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 …