Each year we give details of our annual financial performance to our members at our Annual General Meeting (AGM).

We release these details ahead of our AGM. The reports and accounts allow all of our members to monitor the financial performance of the Society, as well as highlighting important information within each of the following areas:

  • Updates from the Board of Directors
  • The chairman’s statement
  • Chief executive’s review
  • Corporate governance review
  • Directors’ report on remuneration
  • Independent auditors report
  • Society income and expenditure
  • Group income and expenditure
  • Society balance sheet
  • Group balance sheet

Historic Reports and Accounts

Shepherds Friendly Reports and Accounts for year ended 31st December 2019

Shepherds Friendly Reports and Accounts for year ended 31st December 2018

Shepherds Friendly Reports and Accounts for year ended 31st December 2017

Shepherds Friendly Reports and Accounts for year ended 31st December 2016

Shepherds Friendly Reports and Accounts for year ended 31st December 2015

Shepherds Friendly Reports and Accounts for year ended 31st December 2014

The directors are responsible for the maintenance and integrity of the corporate and financial information on the Society’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

 

Solvency and Financial Condition report

The rules of Solvency II, which became effective as of 1st January 2016, requires us to publish an annual Solvency and Financial Condition report (SFCR) at the end of each financial year. We use Solvency II to calculate our capital requirements.

Solvency and Financial Condition Report

Our Member Services Team are always happy to help. You can call then on 0800 526 249 or email us at [email protected]