Shepherds Friendly Society
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Shepherds Friendly Society
A simpler way to save so you can plan for your family's future, along with insurance products that cover lives, lifestyles and income. Please keep in mind that when you take out an investment product with us your capital is at risk and you may get back less than you have put in. As a mutual, we're built on fairness.

We're owned by our members rather than shareholders meaning more profits are returned back to our membership. And because of this our members even have a say in how we're run. So, while we help to secure your future, you can help define ours. Our range of sustainable ISAs let you invest your money in companies that are contributing to a more sustainable future.
Services
When you're off work due to illness or injury, we understand the value of an efficient and quick claim decision. You can make a claim using our online form. You can get started with your claim in a few simple steps. We value our members and take any complaint very seriously. We view a complaint as an opportunity to identify how we can improve the service we provide to our members.
We've been helping our members look after their personal finances for nearly 200 years. The one thing that's never changed is our commitment to investing responsibly to help grow your savings. We do the hard work to nurture and grow your investment, helping you save for your future goals. Our fixed rate bond lets you save for the future safe in the knowledge that you're getting a guaranteed return on your savings.
We do the hard work to nurture and grow your investment, helping you save for your future goals. When you invest your capital is at risk. Our Stocks & Shares ISA is a tax-efficient plan that helps you save for your future over the medium to long-term. Watch the value of your investment grow, free from income and capital gains tax.
Sustainable investing is about using your money to make a positive difference to society, while also aiming to achieve a positive return for you on your savings. The fund invests in companies that are leading the transition to a low-carbon economy or driving social and economic development. A Sustainable Stocks & Shares ISA lets you invest in a way that matches your values of acting responsibly and making a positive difference.
A Shepherds Friendly our fixed rate bond lets you save for the future safe in the knowledge that you're getting a guaranteed return on your savings. The investment must remain with us for the 5-year term to receive the 1.7% AER guaranteed return. With our Fixed Rate Bond, you can rest easy knowing that your money is growing, which lets you plan for your years ahead with certainty.
Reviews (9)
Brian Thomson
Brian Thomson
Jul 20, 2021
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They don't answer the phones.
I've just tried calling at 12pm & when my call was answered, whoever answered it hung up (I assume so they could go for lunch!) and when I called back it rang out - I let it ring for over 10 minutes before finally giving up.
Amateur Hour!
Mike Harris
Mike Harris
Mar 05, 2021
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Opened two accounts with ease. Now very concerned after reading reviews that they are in control of the mvp reduction. Looking to move isa from Lloyd's to here for my kids to withdraw in 6 and 8 years time.. is this a right move or would they consider it a short term investment and apply a market reduction. Humm.
Jason Wood
Jason Wood
Feb 14, 2021
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I asked to withdraw my money nearly a year after covid my investment of £19650 made around 1% they told me I have to pay mvr of 10% when I need my money not happy there using covid to keep my money
Alenna Bennett
Alenna Bennett
Dec 27, 2020
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Quick and easy to set up. Website gives you all the information you need to make an informed decision about the products that fit your circumstances and clearly lays out expectations.
Seth Plumbley
Seth Plumbley
Oct 14, 2020
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The website was easy to use and the language used was easy to understand (no jargon). The customer service team were very friendly and helped me throughout the whole process of organising my over 50's life assurance.
Shannon Julie
Shannon Julie
Oct 08, 2020
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I opened 2 accounts for both my children and found the process simple and easy to set up! - even better that it takes your money through direct debit and you can put extra money in wherever you like!! - amazing
Joanne Somerville
Joanne Somerville
Aug 29, 2020
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Very easy to open and set up. Also very secure for accessing your account. Would highly recommend
Mnorth
Mnorth
Sep 13, 2019
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Fantastic easy to set up account. Easy to navigate through all the steps.will be recommending this to others. Good work guys 👍
Lee Phillips
Lee Phillips
Jun 03, 2019
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I have no hesitation in recommending Shepherds Friendly for your CASH ISA requirements. The website was clear, intuitive and quick in taking down my details and in clarifying the details of the plan. Emails followed promptly with plan details / confirmation documents.