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.

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.

University Savings Plan

University
Savings Plan

University Savings Plan


A chance for parents, grandparents and other family members to open a savings account for a child you love, with covering the costs of higher education in mind.

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.

Your modern mutual

We've been helping families with their finances since 1826 and still meet their changing needs today!


Watch our video to see what we mean when we talk about mutuality, and to see how becoming a member of a mutual can offer you so much more


Our latest news

We boost our business development team after increased sales in 2015

Shepherds Friendly has boosted its business development team with the promotion of Alexander Fallowes and the appointment of Zoe Meredith following significant growth in sales of its Income Protection Plan since its launch last year.

We present Seashell Trust with a charity donation of £1,100

At the end of 2015 we donated £1,100 to our charity of choice, Seashell Trust. We chose to put the money towards an interactive playground that will be used by students, young people who live at Seashell Trust and families across the North West region.

Our year with the Seashell Trust

The Society recently presented the Seashell Trust Charity with a cheque for £1,100 raised by the dedicated fundraising efforts of our staff throughout the year. Read on to find out more about our partnership with this wonderful charity.