Saving for your future with a mutual society is a wise decision

When you commit to saving for your medium to long-term future you’ll want to make sure that your money is invested somewhere secure and responsible, with an organisation with your best interests at heart. This is why saving with a mutual like Shepherds Friendly can offer you so much more.

Membership

When you open a Stocks and Shares ISA with us you’ll automatically become a member, and from that point you will have a voice in how our Society is run. You’re given the opportunity to express your views through feedback at our AGM, at focus groups or via our website.

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

View the Shepherds Friendly mutuality video


Owned by you... run for you

The Shepherds Friendly Society runs solely for the interests of our members. It is not listed on the stock market nor is it owned externally. This means that we do not have to pay any of our profits to our shareholders; instead they are used to maintain the high standards of products and services that we offer and also to add value to your Stocks and Shares ISA.

Straightforward, responsible personal investing

When you apply for an ISA with us we look to provide you with clear information, and an investment plan that is straightforward and value for money. You’ll enjoy excellent customer service when you need us that is designed to provide you with helpful guidance and advice every step of the way.

We ensure that the money you invest in your Stocks and Shares ISA is 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.

Apply for a Shepherds Friendly plan online and get a Love2Shop voucher code worth up to £50* once you’ve made your first payment into the plan

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* Click here for terms & conditions

How to open our Stocks and Shares ISA: You can open a plan online quickly and securely by clicking the button below:

Alternatively, if you would like assistance in applying or would like more information regarding the plan, you can speak to a member of our customer services team by calling 0800 526 249.


IMPORTANT THINGS TO CONSIDER

  • 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 Features document).

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. For our With Profits plans 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.