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Shortlisted for Best ISA provider – MoneyAge Awards 2018

10 Aug, 2018 by Lyba Nasir

We are overjoyed to announce that we have been shortlisted for yet another award! This time it’s the MoneyAge Awards 2018, for the Best ISA provider category.

The MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance industry. Recognising companies that have come out at the top with their product provision, innovation, focus on value and service towards customers.

MoneyAge Awards 2018 Shortlist

Head of compliance and risk

31 Jul, 2018

A chat with… Our new Head of Compliance and Risk

We sat down with our Head of Compliance and Risk, Drew Powell, to talk about his new role at Shepherds Friendly and some of the new projects the department is working on to benefit our members. We also spoke about how the department adapts to the latest trends to tie in with the company’s ethos of being a ‘Modern Mutual’, continuously looking to improve the experience of new and existing members.

AGM 2018

18 Jul, 2018

The outcome of our 2018 AGM

This year our Annual General Meeting (AGM) took place on 19th June 2018 at our head office in Cheadle. We would like to thank all our members who took time out to vote and those who attended.

A total of 792 votes were made this year. We pledged to donate 25 pence for each vote we received in the AGM to Seashell Trust, our chosen charity. Through the votes we have received this year, you’ve managed to raise £198 for them.

Gender pay at Shepherds Friendly

09 Jul, 2018

Gender pay gap at Shepherds Friendly

Earlier this year in April thousands of companies rushed to report their gender pay gap. This came after a new law was passed by the UK government in 2017, making it necessary for companies with 250 or more employees to publish the differences in gender pay at their organisation.

Here at Shepherds Friendly, though we were not required to publish a report by law, we wanted to take the initiative and look at our gender pay so that we could identify any issues. An ethos of the Society is to treat all staff equally and based on merit, and so this opportunity was great to identify areas we could improve upon.

Customer experience awards 2018

29 Jun, 2018

We’re finalists for the UK customer experience awards!

We are excited to announce that we have made the shortlist as finalists for the UK customer experience awards 2018, for the category ‘Best Financial Services – Insurance’. We’re looking forward to seeing who has won at the awards ceremony.

The UK Customer Experience Awards, now in its 9th year, has become the biggest customer experience (CX) event of its kind in the world. The awards are designed to welcome entries from all different types of organisations and businesses and they recognise inspiring organisations, who are delivering outstanding customer experience.

Moneyfacts finalists 2018

25 Jun, 2018

We’ve made the shortlist for the Moneyfacts Awards 2018!

We are delighted to share with our members that we have been shortlisted in the Investment Life and Pensions Moneyfacts Awards 2018, for the following categories:

-Best Junior ISA provider
-Best Income Protection provider

We would like to thank those who took time out to vote for us, making it possible for us to make the shortlist.

Pedometer Challange

26 Jul, 2018

Shepherds Friendly Steppers take part in the Pedometer Challenge!

Over the last month we ran a pedometer challenge, which saw our head office staff taking part and getting involved, creating a real buzz around the challenge.

It was a fun way to encourage employees to get active, focusing on health and well-being, while bringing out everyone’s competitive side. A total of twenty-eight Shepherds Friendly Steppers took part in the pedometer challenge.


13 Jul, 2018

Shepherds Friendly partners with UNISON

At Shepherds Friendly we are pleased to announce a new partnership with the UK’s largest public service union, UNISON.

As a society we’ve been looking after family finances for almost 200 years. For that reason, UNISON, the UK’s most prevalent trade union, serving more than 1.3 million members, has partnered with us to bring their members a variety of tax-efficient savings plans for their family.

Stockport business awards

02 Jul, 2018

We’ve made the shortlist for the Stockport Business Awards!

We are thrilled to announce that we have been shortlisted for the Stockport Business Awards, making this our third award shortlist this summer! The award we have been shortlisted for is the ‘Business of the Year (over £5 million)’. All of us are eagerly awaiting the final outcome.

The Stockport Business Awards, organised and ran by Clarke Nicklin also based in Cheadle, celebrate business excellence within the Stockport Borough, in Manchester, with the hope of creating a business community in the area.

Wellbeing day

27 Jun, 2018

Staff wellbeing day at Shepherds Friendly

Kate Nicholls and Ian Hitt from Agile Human recently visited our offices, where several members of staff took part in the Agile Human Discovery Day. The day involved staff focusing on their wellbeing and on how they could make incremental changes that would positively impact their life and work.

Call us today on

0800 526 249

to talk to our friendly Member Services team

Income Protection

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Apply for a Shepherds Friendly plan online and get a Love2Shop voucher code worth up to £50* once you’ve made your sixth payment into the plan

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Over 50s Life Plan

Now improved so it pays out an even bigger guaranteed cash lump sum

Child Trust Fund Unit Price

£2.7666 as at 18th July 2018

Please note: this price fluctuates daily.