We have been providing our members with financial security since 1826

in partnership with

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


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


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.

Your Resource Centre


Read our latest articles in Your Resource Centre. A range of articles designed to help you and your family enjoy the summer holidays to the fullest!


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

When is the right time to get life insurance?

If you are asking yourself, “When is the right time to get life insurance?”, it is important you full understand life insurance to work out what is best for you.

How to decorate a baby room on a budget

The majority of us are operating on some kind of a budget, which is why we want to share our top tips for how to decorate a baby room on a budget.

How to donate to charity in a tax-efficient way

In 2017, Brits gave more than 10 billion pounds to charity.  If you want to donate to charity, there are ways that you can do this tax-efficiently.