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Young Saver Plan

A tax-efficient savings plan for that special child in your life, from just £7.50 per month

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Young Saver Plan

To change your monthly premium, or set up a new Direct Debit for your child's Young Saver Plan please complete the form below, and we'll take care of the rest.






Vary current monthly premium

£
£
Yes
No



  • How the investment performs may vary during the term of the plan. Because of this the child could receive a higher or lower sum than you expect at the end of the plan and may not get back as much as you have paid in.
  • I hereby apply to Shepherds Friendly Society Limited to increase/decrease the Young Saver Plan on behalf of the above child. I declare to the best of my knowledge and belief that they are in good health and free from mental and physical illness or condition.
  • I have read the key features, and agree that this application shall form a basis of contract with Shepherds Friendly Society Limited. I further declare that the plan hereby proposed is being taken up by me on behalf of and for the full benefit of the child and I will abide by the rules and product tables of Shepherds Friendly Society Limited from time to time in force. Failure to disclose all material facts could render the contract void. Material facts are those which the insurer would regard as likely to influence the assessment and acceptance of a proposal for insurance.
  • If you are in doubt as to whether certain facts are material, such facts should be disclosed in the Sickness and Medical history section. Please use a supplementary sheet if necessary. A copy of the completed application form and policy conditions is 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