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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

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.

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5 Year Fixed Rate Bond

5 Year Fixed Rate Bond


Our 5 Year Fixed Rate Bond allows you to save tax-efficiently, through a single lump sum investment and receive a guaranteed 2.85% AER per year over five years.


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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.

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.

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

What is a Savings Bond?

Discover what a savings bond is, how it differs from a regular savings account and find out more about Shepherds Friendly’s Fixed-Rate Bond.

How to make a career development plan

Creating a career development plan is a way to clearly take ownership of your future. We take a look at how you can create a career plan here.

Should you throw a first birthday party?

Do you, or don’t you, have a birthday party to celebrate your baby’s first birthday? We look at the arguments for and against.