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

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.

3% Annual Bonus on ISA


Our Stocks and Shares ISA has paid a 3% annual bonus for the 11th consecutive year. You can easily open, transfer-in or top-up your ISA with us. Capital at risk.


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.

New ISA allowances


With the 2019/20 tax year starting, you have a new allowance of £20,000 to use in your ISA and an increased amount of £4,368 for your child’s Junior ISA!


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 £300 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

Your guide to life insurance

Here you can a guide to life insurance but if you have questions regarding what life insurance policy to take out, please speak to a financial adviser.

Ways to cleanse your body and mind

It is important to take time unwind and cleanse your body and mind to avoid feeling overwhelmed. Discover our tips on ways to cleanse your body and mind.

What’s turning 20 this year with the ISA?

Created on 6th April 1999, this tax-efficient savings plan has come a long way. Happy 20th anniversary ISA! Find out who’s joining the 20 year celebration.