Why Choose Us?

Membership

When you open a tax-exempt Bonus Plan with us and begin saving, you’ll automatically become a member and will have a voice in how our society is run. This will mean that you’ll have access to our AGM where you can give feedback and can vote on important issues, and you’ll also be given the chance to attend focus groups.

Your interests and those of all of our members are at the heart of everything we do, and our mission is to uphold the Society’s core values of trust, mutual benefit and ownership.

View the Shepherds Friendly mutuality video

When you open a Bonus Plan and become a member of Shepherds Friendly you will also enjoy free access to a carefully selected range of invaluable services designed to provide you with dedicated help and support in key financial areas.

Owned by you... run for you

Because we’re a mutual we are wholly owned by our members, and this means the important decisions are made by those who have most interest in the company; you. It also means that we don’t have any external shareholders to pay dividends to, and more of the profit we make can be used to add value to your investments and to maintain the high standards of products and services that we offer.

Straightforward, responsible personal investing

We aim to provide all of our members with clear information that is not misleading and is easy to understand. If you have any questions about your Bonus Plan we have a dedicated customer services team who will be on hand to help you every step of the way. We pride ourselves on offering excellent customer service and promise that you’ll never be put on hold when you call.

We ensure that any money you invest in your Bonus Plan will be treated in a responsible and sensible manner, and we aim to provide you with the best returns on your investment possible. We’ve been looking after families’ financial wellbeing since 1826, and our experience goes a long way.