We have been providing our members with financial security since 1826

in partnership with

We have been providing our members with financial security since 1826

In partnership with

Only
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left to use your 2018/19 ISA allowance
Stocks and Shares ISA

Stocks and Shares ISA

Stocks and Shares ISA


Our Stocks and Shares Individual Savings Account (ISA) is a tax-exempt savings account that allows you to save via monthly premiums or in lump sums.

Bonus Plan

Bonus Plan

Bonus Plan


Tax-efficient saving over and above your ISA allowance. Our Bonus Plan offers saving for a minimum of 10 years aiming for long-term growth from £10 per month with valuable life cover included too.

3% Annual Bonus on ISA


Our Stocks and Shares ISA has paid a 3% annual bonus for the 11th consecutive year. You can easily open, transfer-in or top-up your ISA with us. Capital at risk.


Junior ISA

Junior ISA

Junior ISA


Our Junior ISA offers you tax-efficient saving for your children from £10 per month. Available to any child in the UK aged under 18 who does not already have a Child Trust Fund.

Young Saver Plan

Young Saver
Plan

Young Saver Plan


Available to parents, grandparents and other family members, our Young Saver Plan offers tax-efficient saving from just £7.50 a month.

Junior Money Maker

Junior Money Maker

Junior Money Maker


A chance for parents, grandparents and other family members to open a savings account for a child you love, with a range of unique benefits.

Child Trust Fund

Child Trust
Fund

Child Trust Fund


Find out how you can transfer your child’s CTF to us from another provider, or how you can transfer your child’s existing Shepherds Friendly CTF to a Junior ISA.

Income Protection

Income
Protection

Income Protection


An easy to apply for Income Protection plan that covers you if you are unable to work due to illness or injury, paying you a tax-free monthly income.

ISA Deadline 2018/19


You have until April 5th to use your ISA and Junior ISA allowance for 2018/19. Make sure you’ve made the most of it before the new tax year!


Over 50s Life Insurance

Over 50s Life
Insurance

Over 50s Life Insurance


Guaranteed acceptance with no medical questions to answer and a guaranteed tax-free lump sum for your loved ones. We also offer £300 in added funeral benefit.

Do you know what Income Protection is and how it could help you?

Learn more about what Income Protection is and how a Shepherds Friendly Income Protection plan could support you and your family. The quality of the plan has been awarded 5 Stars by Defaqto!


Our latest Resource Centre articles

What are the ISA and Junior ISA Rules?

This guide will take you through the ISA (all types) and Junior ISA rules so that you can feel more confident in your decisions.

Best Walks in Scotland

Scotland is certainly a land for walkers, jam-packed with majestic landscapes. Discover our suggestions of the best walks in Scotland.

What is a Lifetime ISA?

The Lifetime ISA could help you to buy your first property or save for your retirement – with the added boost of a 25% government bonus. Find out more here.