Transfer your ISA to Shepherds Friendly

Established 1826

0800 526 249

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Why should I transfer my ISA to Shepherds Friendly Society?

At Shepherds Friendly Society, our ISA transfer process is easy. With our Stocks and Shares ISAs, and all of our other investment products, we invest our members money securely and responsibly, with their best interests at heart.
You can combine a stocks and shares ISA with your cash ISA or your Help to Buy ISA to further your tax-efficient savings.
Our Individual Savings Account (ISA) is invested in stocks and shares aiming for long-term growth, but our investment strategy means that our members money will be less affected by short-term volatility in the stock market than some riskier investments, which could help to avoid your investment losing value. However, you need to remember that your capital is at risk.
If you save into a normal savings account then any growth or interest could be subject to capital gains and income tax. Our tax-efficient ISA shields your savings from both of these taxes, helping you to make your money go further.

We base our investment strategy around simplicity for our members, and work to ensure that we keep their money protected while aiming to grow their investment via annual bonuses.
Historically investing has produced higher returns than saving in cash* and this means that there is more potential to grow your money in a stocks and shares ISA than a cash ISA. However you should remember that past performance is not a guide to how our ISA will perform in the future and that your capital is at risk.
Our commitment to responsible investing combined with our personal approach to all of our members is something we are very proud of. Our members feel valued and get an experience that they expect from a modern mutual society with almost 200 years worth of experience.

How do I transfer my ISA to Shepherds Friendly?

Simply follow the steps below to transfer your ISA:

Make sure you have your National Insurance number and bank account details ready.

Download and read the ‘Key Information Document’ and the ‘important information guide’ located in the
blue box at the bottom of this page. Tick the boxes to confirm you have read the documents.

Download the ISA transfer form located in the blue box at the bottom of this page.

Fill in the ISA transfer form.

Once completed simply return it to the address shown below:
Shepherds Friendly Society Limited, Haw Bank House, High Street, Cheadle, Cheshire, SK8 1AL.

Need more information?

You can use the tabs at the top of this page to find out more about the plan. We also have a handy infographic that helps to explain more.

If you still have questions about the plan then we’ve put together a useful list of FAQ’s.

Otherwise, please feel free to get in touch with our Customer Service team who will be happy to answer any questions you have or to run through the application with you.

0800 526 249

[email protected]

You can call us any time between 8am - 5pm Monday to Thursday or 8am - 4pm Friday.

Ready to get started?

Before you start your application, please make sure that you have read and understand the following documents:

PDF

Key Information Document (Regular)

PDF

Key Information Document (Single)

PDF

Important Information Guide

Please tick this box to confirm you have read both of the documents above.

Download transfer form

*Barclays Equity Gilt Study 2016

Important things to consider

Past performance cannot be taken as a guarantee of future returns.
Bonus rates vary from year to year depending on the performance of our investments and in some years we may not pay out any at all.
HM Revenue and Customs may change the tax status of an ISA in the future.
Inflation and making regular withdrawals may affect the purchasing value of your investment in the future.
In poor investment conditions we may apply a Market Value Reduction (MVR) (please see the ISA Key Information Document document).

When you take out an investment product with us your capital is at risk and you may get back less than you have put in. All references to taxation are to UK taxation and are based on Shepherds Friendly Society's understanding of current legislation and H M Revenue and Customs practice which may change in the future. Investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract. Please ensure that you read the full terms and conditions of this plan which are available from your financial adviser or by contacting us directly.

No advice has been given by Shepherds Friendly, and if you are in any doubt as to whether a savings plan is suited to your needs, then you should contact a financial adviser. There may be a charge for financial advice, and the cost should be confirmed to you before any advice is given.