Home Finance & Investments New website for financial advisers launched by Healthy Investment

New website for financial advisers launched by Healthy Investment

Peter Green of Healthy Investment

Healthy Investment, the mutually owned provider of ethical investments and savings plans, has launched a new website aimed at financial advisers. The website, which can be accessed via a link at the top of the society’s regular website, hosts a full suite of application forms and product-related documents and also provides a library of resources to assist advisers with compliance and the construction of suitability reports.

Unlike the Greater Manchester-headquartered friendly society’s previous, more limited, adviser website the new hub does not require users to register or log in. It includes an online client management hub and provides full details of all of Healthy Investment’s products and investment funds, as well as information on adviser charging.

Healthy Investment was founded in 1835 and had its origins in the 19th-Century temperance movement. Today it provides ISAs, Junior ISAs, Investment Bonds, Child Trust Funds and Regular Savings Plans to more than 110,000 members.

Its flagship investment vehicle is its Ethical With-Profits Fund, which “smooths” returns year-by-year to provide a less volatile experience. This fund avoids investment in companies that are directly engaged in gambling, pornography, alcohol, tobacco and the arms trade.


Peter Green, chief executive of Healthy Investment, said, “Our online resources for financial advisers had been in need of updating for a while, so building a new dedicated website for them seemed like a good lockdown project. We have taken feedback from our network of intermediaries into account when designing the new site and are really pleased with the results.

“I encourage any advisers who haven’t visited our site recently to take a look. I hope you’ll like it and we will, of course, gratefully receive any feedback or ideas about how we could improve it further.”

Healthy Investment plans to add more technical information and articles to the new adviser website over the months ahead. It is actively encouraging advisers to get in touch with ideas for the kinds of additional material that they would like to be included.

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