Investment ISA
We aim to grow and nurture your investment over the medium to long-term, helping you save for your future.
- Open from £30 a month (or £100 lump sum)
- Aims for medium to long-term growth
- Option to invest sustainably
The Tax-Exempt Savings Plan is no longer part of our product range
The society has decided to retire this investment plan. As we move forward, we remain committed to providing innovative and high-quality savings plans that meet the needs of our members.
As of the 3rd of July 2023, you can no longer open a new Tax-Exempt Savings Plan (also known as our ‘Bonus Plan’) with us, as we’ve restructured our investment product range for added simplicity.
Going forward, we aim to continue developing our existing investment products and Junior ISA. Our aim is to make your investment journey as simple as possible so you can focus on planning for your financial future.
Other plans that might be suitable for your needs
Fixed Rate Bond
Guaranteed returns on your savings over five years
- Guaranteed return of 5.20% AER
- Save from £1,000 to £125,000
- 100% FSCS protection
Junior ISA
A savings plan that grows with your child
- Open from £10 a month (or £100 lump sum)
- Save tax-efficiently to brighten your child’s future
- Option to invest sustainably
Frequently Asked Questions
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I have invested into this plan in the past – what will happen to my savings?
If you have an existing Tax-Exempt Savings Plan you don’t need to worry. Any existing plans will not change and the money that you have invested will be looked after in the same way. If you have any questions or concerns, please feel free to get in touch with our Member Services Team.
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Do I need to do anything if I currently am saving in this plan?
You don’t need to take any action if you’re currently saving into this plan, as it will continue to work the same way that it has.
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Which alternative plans can you offer?
At Shepherds Friendly we offer a range of savings and investment plans that differ depending on your needs. If you’re saving for your future, either as Investment ISA or a 5 Year Fixed Rate Bond could be suitable. Alternatively, if you want to save for your child, you can open a Shepherds Friendly Junior ISA.
Our Member Services Team are always happy to help.
You can call them on 0800 526 249.
