2021 ANNUAL REVERSIONARY BONUSESThe annual bonuses for our directly received, introduced and legacy products have been added to our With-profits products as at 31 December 2021. They are now “locked in” and cannot be changed and are net of charges; the bonus rate published is what your client actually receives. Bonus rates for tax exempt and standard savings plans are …
2021 ANNUAL REVERSIONARY BONUSESThe annual bonuses for our advised and legacy products have been added to our With-profits products as at 31 December 2021. They are now “locked in” and cannot be changed and are net of charges; the bonus rate published is what your client actually receives. Bonus rates for tax exempt and standard savings plans are applied to …
The Healthy Investment With-profits Fund invests in a mix of different investment assets including UK and global stocks and shares, fixed interest government and corporate bonds, commercial property and cash deposits. Diversification reduces risk by allocating investments across various financial assets, and industries. The objective of a diversified portfolio is to optimise returns by investing in different financial sectors, each …
The annual bonuses for our directly received, introduced and legacy products have been added to our With-profits products as at 31 December 2020. They are now “locked in” and cannot be changed and are net of charges; the bonus rate published is what is received. Bonus rates for tax exempt and standard savings plans are applied to the sum assured …
The annual bonuses for our advised and legacy products have been added to our With-profits products as at 31 December 2020. They are now “locked in” and cannot be changed and are net of charges; the bonus rate published is what your client actually receives. Bonus rates for tax exempt and standard savings plans are applied to the sum assured …
Your clients may 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 affected by stock market volatility.
Healthy Investment has been accepted as a signatory to the Principles of Responsible Investment (PRI). The PRI is a set of best practice guidelines drawn up at the instigation of the former United Nations Secretary General, Kofi Annan. It is only the second UK friendly society to have signed up to this worldwide initiative, which continues to be supported by …
In this article Martin Shaw, Chief Executive of the Association of Financial Mutuals, takes an in-depth look at the current state of the With-profits market and asks the question if now is the time to consider them for your clients. As one of the UK’s leading With-profits providers we obviously believe it is but ultimately it’s for advisers to make …
