Would you like to become an Introducer?

The world of financial services is always changing, and the FSA’s Review of Retail Distribution of financial services (RDR) transformed the way that consumers access savings and investment products.

The big idea was to drive up standards of financial advice and eliminate any bias to a particular provider, by banning the payment of commission on new products taken out by consumers as part of the advice process.

Clearly, improving standards and professionalism is only a good thing – but requiring a consumer to pay a fee for any financial advice led to many people not being willing (or able) to get the financial advice they needed, especially on regular savings plans with modest premiums.

We’re really keen for as many people as possible to know about Healthy Investment’s savings and investment products – because we know that they can make a real difference to people’s lives.

So, if you’re a recently retired IFA, an IFA with clients who are unwilling or unable to pay for advice, or simply someone looking to help raise awareness of the products available from Healthy Investment in return for commission (which is still allowed on sales where no advice has been given) then why not consider becoming an Introducer for Healthy Investment?

We’ve made it really easy to become an Introducer for Healthy Investment. There’s a simple legal agreement which sets out the responsibilities of both sides - Healthy Investment and you - and includes details of the commission we’ll pay you when introductions are converted into new business by Healthy Investment.

We support all of our Introducers with a short training session, that gives an overview of our products and the Society and ensures that you understand how introductions can be made without giving advice or arranging the policy with the client.

After you’ve registered and been approved as an Introducer we’ll stay in regular touch. We’ll also let you know how your introductions are progressing and when they open a policy with us.

Healthy Investment’s With-profits stocks and shares ISA allows for both single and regular premium contributions. It also includes important capital and bonus guarantees and is a useful way of minimising the amount of tax paid.

You can find out more about Healthy Investment’s stocks and shares With-profits ISA from our website here.

We offer a range of savings plans for children including a Tax Exempt Savings Plan with or without cover, as well as a Standard Savings Plan.

Only friendly societies are able to offer Friendly Society Tax Exempt Savings Plans.

You can find out more about our child savings plans from our website here.

How much you earn is entirely up to you, it depends on the number of
introductions you make and the amount of time you commit to generating leads.Healthy Investment pays a commission for all leads that it converts into a
new policy.

For further information on the commission rates we pay, contact our office.