Adviser
Products
Healthy Investment provides a range of ethical savings and investment products including ISAs, Investment Bonds, Tax Exempt Savings Plans, Regular Savings Plans and Child Trust Funds.
All of our With-profits products include valuable life cover, which we know is important to older investors.
Adviser
Fees
All of our With-profits products can be used to facilitate the collection of your adviser fees and charges. We’re flexible in our approach to you and your clients and are able to offer a range of initial and regular options.
We also provide a range of ethical savings and investment products that can be completed on a non-advised basis. In these cases commission is payable.
Our Investment Funds
Healthy Investment's funds include our flagship Ethical With-profit Fund, a range of Child Trust Funds and the funds of Coventry Assurance whose members joined Healthy Investment in 2011.
Our Ethical With-profits Fund aims to provide members with steady growth through a low risk, actively managed fund over a medium to long term, whilst smoothing out the fluctuations in investment markets.
About Us
Healthy Investment was founded in 1835 and is one of the oldest financial mutuals in the UK. Unlike PLCs, we have no shareholders to pay so any profits we make are shared by our members and not paid out in dividends to shareholders.
When your clients invest in our With-profits Fund their money will always be invested in companies that can demonstrate responsible business practices and never directly in companies in alcohol, arms or tobacco industries and gambling and pornography providers.
Resources
Our compliance support provides examples of independent research and relevant literature to help with your client reports.
You can also download and print or save copies of all the important documents you or your clients need.
These include Application Forms, Key Information Documents and Terms & Conditions for all our ethical savings and investment products.
Client Managment
A central hub designed to support the efficient management of your clients.
Need a valuation of a client's policy, a list of your clients' policies with us, marketing literature or just changing personal details.
Our business development executives are also there to provide you with any support you may require to meet your clients' needs.
They have a wealth of financial services experience and are also available to speak to your clients if you want them to.
