Review your plan


Let us know how we’ve done since you opened a plan via a financial adviser or broker

Your views and opinions are important to us!

We understand that you might not have had the chance to interact directly with us since opening your savings or protection plan, as you joined us via a financial adviser or broker.

It’s for this reason that we believe it is important to get your feedback about your plan, so that we can continue to provide a service that puts our members first.

To thank you for your time, we will also enter you into a prize draw to win a £100 Love2Shop voucher code.

To review your plan, please call our Member Services team on 0161 428 1212.

Win a £100 Love2Shop voucher code for reviewing your plan

As a 'thank you' for letting us know how you found the Shepherds Friendly experience, we will enter you into a prize draw to win £100 Love2Shop voucher code, which you can redeem at hundreds of online retailers.

Click here for Terms and Conditions*.