Saving
for yourself

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.

Lifetime ISA
(LISA)

Saving for
your children

A choice of tax-efficient children’s savings plans.

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

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.

Protecting
your income

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

Your life
insurance

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

25 Aug 2016

We welcome two new Non-Executive Directors to our Board

We are pleased to announce the appointment of two new Non-Executive Directors to our Board, in Simon Pashby and Roger Turner. Simon Pashby is a Chartered Accountant with 30 years experience working in the financial services industry, with particular experience of risk, regulations and controls. Previously, he was a partner at KPMG responsible for the […]

22 Aug 2016

Your Resource Centre is now LIVE

As you may or may not be aware we have been working on creating a new area of our website, which features a range of tools, guides, FAQs and articles to help individuals manage their finances and make healthy lifestyle choices. This is called Your Resource Centre, which is now LIVE!

18 Aug 2016

2016 AGM results

Our Annual General Meeting (AGM) took place at our Head Office on Tuesday 5th July, and the results are now available for everyone to view. We would like to thank all those who attended, as well as our members who voted online, via post or by proxy. To begin the meeting, our Chairman Joanne Hindle spoke […]