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

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

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

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

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

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

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.

New ISA allowances

With the 2019/20 tax year starting, you have a new allowance of £20,000 to use in your ISA and an increased amount of £4,368 for your child’s Junior ISA!

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.