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Junior ISA

Top up your child's Junior ISA today

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Junior ISA top ups

The flexibility of our tax-efficient Junior ISA means you can add one-off lump sum payments, increase/decrease your monthly payments or add a monthly Direct Debit to your child's Junior ISA at any time as circumstances allow.

Not only parents, but grandparents, aunts, uncles and family friends can contribute too.

You can now add lump sum payments online via WorldPay. All you need is the card you would like to make payment with. If you have any questions about using this service please get in touch with our Member Services team.






Lump Sum Payment

£



  • I hereby apply to top up this Shepherds Friendly Junior ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • All subscriptions made, and to be made, belong to the child
  • I am 16 years of age or over
  • I agree to the Junior ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I will not knowingly make subscriptions to Junior ISA’s for this child that will result in the subscription limit being exceeded
  • I am not aware of other Junior ISA subscriptions that will result in this child exceeding the annual limit
  • I am not aware that this child has another Junior ISA of this type
  • I confirm that I have made my own decision to top up this Junior ISA for this child with Shepherds Friendly. I have not asked for, nor received any financial advice from Shepherds Friendly therefore takes no responsibility for the product's suitability to my circumstances.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Shepherds Friendly Society if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request.




Vary current monthly premium

£
£



  • I hereby apply to top up this Shepherds Friendly Junior ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • All subscriptions made, and to be made, belong to the child
  • I am 16 years of age or over
  • I agree to the Junior ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I will not knowingly make subscriptions to Junior ISA’s for this child that will result in the subscription limit being exceeded
  • I am not aware of other Junior ISA subscriptions that will result in this child exceeding the annual limit
  • I am not aware that this child has another Junior ISA of this type
  • I confirm that I have made my own decision to top up this Junior ISA for this child with Shepherds Friendly. I have not asked for, nor received any financial advice from Shepherds Friendly therefore takes no responsibility for the product's suitability to my circumstances.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Shepherds Friendly Society if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request.




Set up a new Direct Debit

To set up a new Direct Debit on an existing plan, please follow the steps listed below:


Step 1



Download our Direct Debit form


or

Contact our Customer Services team on 0800 526 249


Step 2


Email your completed form to info@shepherds.co.uk


or



Post your completed form to Shepherds Friendly, Haw Bank House, Cheadle, Cheshire, SK8 1AL



Transfer in from another provider

£



  • I hereby apply to top up this Shepherds Friendly Junior ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • All subscriptions made, and to be made, belong to the child
  • I am 16 years of age or over
  • I agree to the Junior ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I will not knowingly make subscriptions to Junior ISA’s for this child that will result in the subscription limit being exceeded
  • I am not aware of other Junior ISA subscriptions that will result in this child exceeding the annual limit
  • I am not aware that this child has another Junior ISA of this type
  • I confirm that I have made my own decision to top up this Junior ISA for this child with Shepherds Friendly. I have not asked for, nor received any financial advice from Shepherds Friendly therefore takes no responsibility for the product's suitability to my circumstances.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Shepherds Friendly Society if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request. Once this variation has been processed you will receive new policy documents and another copy of the ISA terms and conditions, however the terms and conditions can also be requested in advance. The information you provide on this form along with other information relating to you and this child will be held by The Shepherds Friendly Society Limited and used for general purposes in particular to set up and administer the policy for which you are applying