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Engage Mutual

Hornbeam Park Avenue, Harrogate, North Yorkshire, HG2 8XE
Region: North Yorkshire

T. 0800 0850600
E. mail@engagemutual.com
W: www.engagemutual.com


One of the UK's largest mutual friendly societies, Engage Mutual's mission is to work with families to help them secure their financial futures.

The organisation has been providing simple, accessible and value for money products since 1980 and currently has more than 475,000 customers of all ages.

Established as Homeowners Friendly Society, the organisation was rebranded as engage Mutual Assurance in 2005, which through itself or one of its subsidiaries, provides the following products:

Products

- child trust funds

- health cash plans

- tax exempt savings plans

- single premium investment bonds

- over 50s life insurance

Products are sold direct to consumers, and via partnerships with companies such as Legal & General, Yorkshire Bank, Clydesdale Bank and Yorkshire Building Society.

This partnership approach extends to the IFA market with preferred partners such as Tenet Group and SimplyBiz.

Mutual Benefits

- customer focused:

With a vision to be the best customer owned business, the organisation places the customers at the centre of everything it does, and seeks to add genuine value for customers through membership. Voting rights help shape the direction of the business and surplus capital is invested back into the organisation to improve customer service.

- supporting the local community:

In addition to supporting a charity selected by staff and charitable causes important to customers, Engage Mutual is committed to supporting its local community.

Engage Mutual has worked with its neighbour, Saint Michael's Hospice, for more than 15 years: via the provision of ongoing charitable donations, and more recently as sponsor of their annual flagship fund raising event, and as a member of Saint Michael's Guild of Patrons. In addition, the Mutual and Saint Michael's are working to establish a skills volunteer scheme whereby employees can volunteer ‘working time' to support key skill areas at the Hospice.

Working to improve levels of financial capability among younger generations, Engage Mutual implements a number of ongoing financial education initiatives for local primary and secondary schools and VI Forms.

-employee investment:

The organisation is proud to be recognised as meeting the Investors in People standard for the third time, and has also received the gold award for payroll giving.

Sponsorship

Engage Mutual has been the title sponsor of Rugby League's Super League since 2005 and has extended its agreement to 2011.
As a family sport which values its local communities, the sponsorship provides a cultural fit with the values at the heart of the organisation. In its role as title sponsor, Engage Mutual also makes significant annual charitable contributions. This year the man of the match scheme will support a wide variety of player-selected charities, and the Steve Prescott Foundation.

See the fans' site, engagesl.com for further information.

 

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