Established in 1841
Formed in Birmingham at the height of the Industrial Revolution, we’ve stood strong for more than 180 years and counting.
We are proud of our mutuality and our strong investment heritage and track record. Our past is built on deeply felt principles and a way of doing business that has always put values and long-term outcomes ahead of short-term gain.
More recently, we have expanded into the intermediary sector, making our flagship smoothed With Profits Fund available to Financial Advisers via independent platforms. Run by an award-winning Investments team, our With Profits Fund aims to deliver long-term growth while smoothing the ups and downs of investing to help mitigate day-to-day market volatility for your clients.
Long-standing, long-term investors