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.

AGM 2018


Our AGM will be held on the 19th June 2018 at our head office in Cheadle. To have your say in how the Society is run you can cast your vote by attending the AGM or use the online voting portal.


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.

3% Annual Bonus


Our Stocks and Shares ISA has paid a 3% annual bonus for the 10th year in a row. You can open, transfer-in or top-up your ISA easily online. Capital at risk


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

How to keep your personal data safe online

What are the dangers of sharing your personal data online, how can you protect your data and what do Shepherds Friendly do to keep your personal data safe?

Important values to teach your child by the age of 5

Values lay the foundations of who we are during school and life ahead. We explore what are the most important values to teach your child by the age of 5.

Should you gift your child’s inheritance early?

What is best when it comes to balancing your current and future needs against planning for your children and grandchildren, and tax?