Family Investments: helping families do the right thing

We're Family Investments. We have more than 30 years experience helping approximately 1.5 million people in the UK invest in their family's future.

But we're not just investment specialists, we're family specialists as well, and we understand that one of the things common to all families is the desire to do the right thing. The right thing for their financial security and their future.

We also understand that most families have limited resources, so we have a growing portfolio of financial solutions that is accessible to all.

And as a mutual organisation, we're not owned by external shareholders. We're answerable only to you, our customers.

A potted history

We’ve had a thirty year journey to reach the position we’re in now. Here’s just some of our highlights.

• 1975 – Bob Morrison launches Family Assurance Friendly Society with one product – the Family Bond, a tax-exempt 10 year savings plan.
• 1980 – we reach 30,000 members and almost £6 million of funds under management.
• 1982 – the Society gains a second employee – an internal auditor named John Reeve.
• 1985 – we move to New Road in Brighton.
• 1992 – a busy year. We move again, this time to our brand new HQ in West Street. John Reeve takes on the post of Chief Executive, and we welcome our 500,000th member.
• 1993 – the launch of our Ethical Bond, followed within the next six years by our ISA Bond and Equity ISA.
• 2001 – we become the first Friendly Society to offer online Bond applications.
• 2004 – Family Assurance Friendly Society re-launches as Family Investments, ready to join the Child Trust Fund market.
• 2008 – we’re chosen as the provider of the Post Office’s ISA.
• 2009 - we continue to be the UK's favourite Child Trust Fund provider with over 1 million accounts, all of which contribute to £2.2 billion* funds under management.

With our market experience and selection of investment options, we think we’re the right choice for your family's financial needs.

• Find out about our Family Values and the work we do in the local community

* As at 30th November 2009