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.

Investors in People - Gold


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


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.

Silver Service Rating


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


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 Resource Centre articles

Understanding the rules about gifting money to children

There is a range of factors that you need to take into account when gifting money to your child. Our guide looks at the rules for gifting money to children.

Beginners guide to using social media to communicate

Use our beginners guide to using social media to learn how to communicate with friends and family using the likes of Facebook, Twitter and Instagram etc.

How to prepare your grandchildren for the future

Many grandparents would do anything to support their grandchildren. Here are our suggestions of how to prepare your grandchildren for the future.