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

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.

5 Year Fixed Rate Bond
5 Year Fixed Rate Bond

Our 5 Year Fixed Rate Bond offers a guaranteed 2.75% AER for the 5-year term, compounded growth over the term 14.5%.

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 Investors in People

Our latest Resource Centre articles

15 Aug 2019

Can life insurance cover the cost of a funeral?

Consider how to cover the cost of a funeral to save your family from financial worry. We look at how life insurance may be able to help.

23 Jul 2019

Stocks and Shares ISA transfer rules

If you want to transfer your ISA to another provider, there are several things you need to know. Discover the Stocks and Shares ISA transfer rules here.

26 Jun 2019

Savings Bonds: Things you need to consider

We explore what you need to consider when deciding if a savings bond is right for you.