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.

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

We’ve listened…..and we’ve now made getting in touch even more convenient for you!

We are pleased to announce that we have decided to extend our opening hours in the morning and will now be open from 8am until 5pm. We believe this will help with those members who may like to contact us early , perhaps before they set off to work in the morning , and to make the service that much more convenient for you.

A worthy winner of our Mother and Baby Junior ISA competition

At Shepherds Friendly we’re already firm believers in the importance and value of saving for your children’s future, so we were more than happy to encourage this savings ethos among parents with our recent Junior ISA competition held on the Mother and Baby magazine’s website. And we were even more delighted to find that the winner shares our feelings about the benefits of saving for their loved ones!

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.