Adult savings plans

Shepherds Friendly 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.

Shepherds Friendly 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.

Children's savings plans

Shepherds Friendly 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.

Shepherds Friendly 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.

Shepherds Friendly University Savings Plan

Junior Money Maker

Our Junior Money Maker lets you invest for your child over the long-term, and aims to add an annual bonus to the tax-efficient savings you’ve built up, although as with any investment this is not guaranteed.

However, at Shepherds Friendly we offer you and your child even more, with a range of benefits that set our Junior Money Maker apart from other children’s savings plans.

Shepherds Friendly 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.

Protection plans

Shepherds Friendly 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.

Insurance plans

Shepherds Friendly Over 50s Life Insurance Plan

Over 50s Life Insurance Plan

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.