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.

190th Anniversary

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 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

Shepherds Friendly staff volunteer at Seashell Trust

At the beginning of November members of our staff team spent a productive day at our chosen charity, Seashell Trust. With paint brushes and overalls at the ready, Alex from the business development team, Tonei from finance and Samantha from marketing dedicated their day to updating an art room at Seashell Trust centre by decorating the ceiling.

We are celebrating our 190th Anniversary!

Shepherds Friendly Society is 190 years old this December, and we want you to help us celebrate! Since our foundation in 1826, on a cold Christmas Day in a tavern just outside Manchester, we have put the financial interests of our members first every time, and to celebrate, are inviting members to participate in the competitions that we are running!

University Savings Plan renamed as the Junior Money Maker!

You may have noticed a subtle change on our website, especially to one of our child savings plans. Our University Savings Plan has changed its name to the Junior Money Maker. The aim of the name change is to help those wanting to save for children by allowing them to easily tell between the savings plans that we have to offer.