Shepherds Friendly

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

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.

Investors in People - Gold

We have received the prestigious Gold accreditation in recognition of supporting our staff.

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

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

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

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

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.

Silver Service Rating

We recently received the Silver Service Rating from Defaqto for our Income Protection plan!

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.