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© The Shepherds Friendly Society Limited 2026

Shepherds Friendly is a trading name of The Shepherds Friendly Society Limited which is an incorporated Friendly Society under the 1992 Friendly Societies Act No. 240F. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. FS Registration Number 109997.

When you take out an investment product with us your capital is at risk and you may get back less than you have put in. All references to taxation are to UK taxation and are based on Shepherds Friendly Society’s understanding of current legislation and H M Revenue and Customs practice which may change in the future.

For our With Profits plans investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract. Our Stocks and Shares ISA is unit-linked, this means that all the money you pay to Shepherds Friendly follows the investment performance of the linked Fund you have chosen. Shepherds Friendly invests the money into unit-linked Funds managed by our chosen investment managers, (see our guide to unit linked investing).