Your Mutual


Putting our members at the heart of everything we do


Our mission and values

As we’re a mutual society, we have a strict set of values that we believe help us to provide our members with the best products and services we can offer. You’ll be well aware of the bad press that banks have received over recent times, and we believe the way we operate sets us apart, and makes us a secure and trustworthy financial institution.

Values and principles based around responsibility and trust

In deriving a set of values that form the basis of our society, we listened to the people who matter the most – our members and our staff.

1. To make our members feel valued

Many of our members invest with us over the long-term, and historically we’ve been a company that generations of the same family have used for investments, income protection and life insurance. Much of the reason for this is that we are a company that places huge importance on our members, always acting in their best interests and providing them with the standard of service they expect.

2. To remain mutual when in our members interests

Being a mutual means we are able to provide our members with benefits that some other financial institutions cannot. While it remains the case that our status as a mutual is in the best interests of our members we will remain mutual, and will continue to offer the same benefits, as well as striving to look for new ways we can offer our members more.

3. To provide simple, value for money financial solutions

We aim to offer our members products that are clear, fair and not misleading. In doing this we try to provide information that is transparent and easy to understand. We also invest in a responsible and sensible manner, aiming to provide our members with the best possible returns on their investment.

4. To be a place where people want to work

Behind every successful company is a workforce who is motivated and enjoys what they are doing. We’re no different in that sense. We believe that making Shepherds Friendly a place where people want to work helps to create an organisation that can deliver the goals that we set, and puts our staff in the same bracket as our members.

Our values and principles underpin our company, and provide an insight into the standards that should be set by a modern mutual. Since our foundation in 1826 we have continually adapted our products and services to remain innovative, but the foundations of the company have always remained. We’ve been providing financial security for almost 200 years; you can trust us.