Please note: Due to COVID-19 our team is now working remotely and experiencing more telephone and postal enquiries than usual. For your convenience, we recommend you email [email protected]. Find out more.

We have been providing our members with financial security since 1826

in partnership with

We have been providing our members with financial security since 1826

In partnership with

Coronavirus (COVID-19) – What are we doing to support our members?
Click to find out more.

Saving for yourself

Tax-efficient saving for your future with the aim of annual bonuses to boost your investment

Stocks and Shares ISA
Stocks and Shares ISA

Our Stocks and Shares Individual Savings Account (ISA) is a tax-exempt savings account that allows you to save via monthly premiums or in lump sums.

Bonus Plan
Bonus Plan

Tax-efficient saving over and above your ISA allowance. Our Bonus Plan offers saving for a minimum of 10 years aiming for long-term growth from £10 per month with valuable life cover included too.

5 Year Fixed Rate Bond
5 Year Fixed Rate Bond

Our 5 Year Fixed Rate Bond offers a guaranteed 1.35% AER for the 5-year term, compounded growth over the term 6.93%.

Saving for your children

A choice of tax-efficient children’s savings plans available to parents, grandparents and extended family.

Junior ISA
Junior ISA

Our Junior ISA offers you tax-efficient saving for your children from £10 per month. Available to any child in the UK aged under 18 who does not already have a Child Trust Fund.

Young Saver Plan
Young Saver Plan

Available to parents, grandparents and other family members, our Young Saver Plan offers tax-efficient saving from just £7.50 a month.

Junior Money Maker
Junior Money Maker

A chance for parents, grandparents and other family members to open a savings account for a child you love, with a range of unique benefits.

Protecting your income

Our income protection pays you a tax-free monthly income if sickness or injury prevents you from working.

Income Protection
Income Protection

An easy to apply for Income Protection plan that covers you if you are unable to work due to illness or injury, paying you a tax-free monthly income.

Your Life Insurance

Over 50s Life Insurance with guaranteed acceptance, no medical, and a guaranteed tax-free payout.

Over 50s Life Insurance
Over 50s Life Insurance

Guaranteed acceptance with no medical questions to answer and a guaranteed tax-free lump sum for your loved ones. We also offer £300 in added funeral benefit.

Proud to be recognised

Our commitment to mutuality doesn’t stop with our members, we apply the same thinking to our employees and products too. For today, tomorrow and in the future, Shepherds Friendly will be here to help you when you need us.

UK Employee Experience Awards 2019 - Gold Award
Stevie 2019 - Gold Winner for Sales & Customer Service
We are a Living Wage Employer
Investors in People
Best Companies 2-star Accreditation
Women in Finance

Our latest Resource Centre articles

08 Apr 2020

Tips for parents working from home with children

Successfully working from home with children is possible. We have shared some top tips for home working harmony. Discover them here.

06 Apr 2020

ISA Allowances 2020/21: What do you need to know?

There are limits to the amount that you can save into the different types of ISA. Here you can find out what the ISA allowances for the 2019/20 tax year are

13 Feb 2020

Ways your finances impact love and relationships

Love and money aren’t two things we tend to associate with one another. However, there are many ways finances can impact love. Discover them here.