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.

British Bank Awards 2018


We have been nominated in the Best Savings Provider category at the British Bank Awards. Vote for us today and you could win £1000.


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 illness or injury, paying you a tax-free monthly income.

MoneyAge Awards 2017 – Highly Commended


We have received the highly commended accolade for MoneyAge’s ISA Provider of the Year award.


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.

Do you know what Income Protection is and how it could help you?

Learn more about what Income Protection is and how a Shepherds Friendly Income Protection plan could support you and your family. The quality of the plan has been awarded 5 Stars by Defaqto!


Our latest Resource Centre articles

The formula to make your New Year’s Resolution a success

80% of people failing their New Year’s Resolutions before February. We say take a different approach to New Year’s Resolutions.

Tips for coping with Christmas after a loss  

Whether it’s the first Christmas since your loss, or time has passed, we hope you can find some help and support in our following suggestions.

Could you afford Christmas if you were out of work?

How would you afford Christmas if you were out of work? Discover how our Income Protection plan can help