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Finance Industry News

Healthy Investment bolsters back-office and customer service teams


Bury-headquartered savings and investments provider makes three new hires.

Healthy Investment bolsters back-office and customer service teams


"These are exciting times for Healthy Investment, with the annual subscription limit for Junior ISAs having been doubled last year."
Peter Green



Healthy Investment has added three new members to its team, bolstering its customer service and back-office teams. The savings and investments provider, which is headquartered in Greater Manchester, has appointed Judy Mellor (pictured left) as membership development coordinator, while Holly Baker (centre) has joined as claims coordinator and Kate Mason (right) has been appointed as accounts assistant.

Ms Mellor joins Healthy Investment following a career spent in customer service roles, most recently at a chemicals business. As the society’s dedicated membership development coordinator Ms Mellor is responsible for answering existing members’ enquiries as well as explaining its savings and investment products to new members.

Ms Baker’s new role spans Healthy Investment’s administration and finance teams, ensuring investors can access their funds quickly and efficiently. She takes a lead on claims and withdrawals, including dealing with the families and solicitors of deceased members.

Ms Baker has a degree in Criminology and Sociology. She previously worked for the internet localisation specialist Lionbridge, on behalf of Google.

As accounts assistant, Ms Mason is responsible for the society’s purchasing invoices, the collection of members’ premiums and for producing membership and finance reports. She is currently studying towards her Association of Accounting Technicians exams.

Before the pandemic Ms Mason was employed by a firm of accountants, where she began working toward her professional qualifications. She has also worked in the logistics sector.

Peter Green, chief executive of Healthy Investment, said, “I would like to welcome Judy, Holly and Kate on board. I am sure our colleagues, members, suppliers and business partners will enjoy working with them over the months and years ahead.

“These are exciting times for Healthy Investment, with the annual subscription limit for Junior ISAs having been doubled to £9,000 last year, public interest in ethical investments having reached an all-time high, and historically low returns on cash deposits making our cautiously managed with-profits investments look ever-more attractive. Every member of our team, old or new, will have a key role to play as we make the most of these opportunities.”

Healthy Investment, which was founded in Salford in 1835 as The Independent Order of Rechabites, has its origins in the temperance movement that grew up during the Industrial Revolution. Now based in Bury, Greater Manchester, it provides ISAs, Investment Bonds, Junior ISAs, Child Trust Funds and savings plans to more than 110,000 members.

The society invests members’ money in an ethical with-profits fund that “smooths” returns by holding back a proportion of gains in years of strong investment performance and using these to minimise volatility during years of weaker markets.

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