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 …

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 …

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 …

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 …

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 could grow into a really useful sum of money. As the festive season approaches, the Healthy Investment team thought it would be helpful to provide you with some useful information on the rules, yes there …

With Halloween and Bonfire Night now a distant memory, it’s time to get ready for Christmas. The Healthy Investment team believe that there is no need to spend a fortune to enjoy a family Christmas – you can avoid being in debt in January by planning ahead with our helpful top tips. Healthy Investment Tip 1 The first step is …

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 Investment have set out what costs are involved to help you work out how much you need to save. We recommend that you save up enough to cover all of the major upfront costs, …

In an article published on 17 September in the Financial Services supplement of the London Evening Standard, we discuss the Healthy Investment Stocks and Shares ISA. You can read the article on page 14 here: Making the Most of Your ISA. You may be disappointed with the interest rate you are earning on your cash ISA or concerned about the …

The Healthy Investment team have been asking parents how they teach their children about money. As a financial services organisation and as experts in saving and investing, we believe it is extremely important for parents to teach their children how to manage their money at an early age so that when they fly the nest, they have the skills to …

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 assure you that, like a family friend asked me last week, it’s not just a place where all the staff get along really well. Many, but not all, friendly societies are financial services and insurance providers, …