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

Following feedback from our members, we're now extending our opening hours. You can get in touch with us Monday to Thursday, 8am to 7pm and Friday, 8am to 4pm.
Saving for yourself

Tax-efficient saving for your future with the aim of annual bonuses to boost your investment

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

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.

Already have an ISA?

If you have a cash ISA or a stocks and shares ISA with another provider you can transfer it to us.

Transfer an ISA with another provider to us

Transfer
Saving for your children

A choice of tax-efficient children’s savings plans available to parents, grandparents and extended family.

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

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

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.

Protecting your income

Our income protection pays you a tax-free monthly income if sickness or injury prevents you from working.

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.

Your Life Insurance

Over 50s Life Insurance with guaranteed acceptance, no medical, and a guaranteed tax-free payout.

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.

Proud to be recognised

Our commitment to mutuality doesn’t stop with our members, we apply the same thinking to our employees and products too. For today, tomorrow and in the future, Shepherds Friendly will be here to help you when you need us.

UK Employee Experience Awards 2019 - Gold Award
Stevie 2019 - Gold Winner for Sales & Customer Service
We are a Living Wage Employer
Investors in People
Best Companies 2-star Accreditation
Women in Finance

Our latest Resource Centre articles

09 Jan 2020

Keeping up with the Joneses: Does it make us happy?

Is keeping up with the Joneses making us happy? Discover ways to stop wanting to keep up with the Joneses to benefit your future

06 Jan 2020

5 reasons to make saving your New Year’s Resolution

“New year, new me”: It’s a phrase that’s often heard when January comes along. Discover 5 reasons why to make saving your New Year’s Resolution.

10 Dec 2019

Christmas Quiz 2019

If you are looking for an activity to keep your guests entertained during the Christmas period, download our Christmas quiz and test their Christmas knowledge.