Stocks and Shares ISA

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

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.

190th Anniversary

Junior ISA

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

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

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.

Child Trust Fund

Child Trust
Fund

Child Trust Fund


Find out how you can transfer your child’s CTF to us from another provider, or how you can transfer your child’s existing Shepherds Friendly CTF to a Junior ISA.

Income Protection

Income
Protection

Income Protection


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

Always there
for you

Over 50s Life Insurance

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 £250 in added funeral benefit.

Make sure that every pound they save counts

Did you know with a Shepherds Friendly Young Saver Plan you can increase a monthly premium by as little as 50p per month?


Our latest news

We celebrate another great year of fundraising for Seashell Trust!

On Friday 16th December, we visited our chosen charity Seashell Trust to present them with a cheque for £1,200, just in time for Christmas! Throughout 2016, we have carried out a range of fundraising activities, from regular volunteering at the Seashell Trust centre to monthly staff and board member donations, and this latest figure takes the total we have raised for the charity to over £3,500! Previous activities include staff taking part in the Manchester 5K Colour Run, and a member of staff dressing up as the Easter bunny delivering presents to students at the trust!

Festive fun at Shepherds Friendly while raising money for Save the Children!

Staff from the Shepherds Friendly wore their Christmas jumpers with pride on Thursday as festive fun took over the office! Following the national trend of ‘Christmas Jumper Day’, staff turned up in a variety of festive jumpers, with reindeer, snowmen and even a couple of elves spotted around the office!

Good news for those wishing to save for their children’s future!

People choosing to save for their children’s futures received a welcome boost in the Autumn Statement on the 23rd November, with an increase in the Junior ISA and Child Trust Fund (CTF) annual allowance! From April 2017, the amount you will be able into to save will increase from £4,080 to £4,128 a year, rising in line with the Consumer Price Index (CPI) rate of inflation.