Invest in Your Future with Shepherds Friendly

Shepherds Friendly saving and investment plans

Shepherds Friendly have partnered with Usdaw to help members to build a brighter financial future for themselves and their loved ones.

Whether you’re putting money aside for a rainy day, for one of life’s milestone moments or to help your child out with university fees or their first car, there’s a Shepherds Friendly plan to help you make it happen.

Choose from their range of easy-to-manage tax-efficient investment and savings plans for the whole family:

• Stocks and Shares ISA
• Junior ISA
• 5 Year Fixed Rate Bond

As an Usdaw member, you have access to exclusive offers from Shepherds Friendly when you take out a plan with them:

• Up to £105 cashback when you open a Stocks & Shares ISA or Junior ISA
• Up to £55 Love2shop voucher when you open a 5 Year Fixed Rate Bond

Terms and conditions apply.

Please note: While other products can be found on Shepherds Friendly’s website, Usdaw are currently only endorsing the saving and investment products mentioned above.

Get to know Shepherds Friendly

Shepherds Friendly has been helping people like you plan for a secure financial future for almost 200 years. Like Usdaw, they’re a member-focused and values-driven organisation: as a mutual society, they’re owned by and run for their members with no external shareholders. And they pride themselves on always putting people at the heart of everything they do.

Their main goal is to make a real difference to people’s lives with simple and easy-to-manage investments and exceptional service. Nine out of 10 members would recommend Shepherds Friendly to a friend, and the society has reviews from thousands of happy customers, on reviews.co.uk.

Stocks and Shares ISA

Looking for a hassle-free way to grow your money for the future? With Shepherds Friendly’s Stocks & Shares ISA, you can get closer to your money goals in just a few clicks. Plus, you won’t have to pay tax on your investment pot.

• Aims to grow your money through bonuses every three months
• View your investment, manage your payments and update your details in just a few taps via the app
• Your investment is fully managed, so all the hard work is done for you
• A medium-to-long term way to invest and grow your money
• Investment strategy which aims to offer you a smoother investment journey
• Get started from £30 a month or with a £100 cash lump sum – top up, increase, decrease, pause or re-start your payments at any time

Click here to find out more.

Please remember, as with all investing, your capital is at risk. Bonuses are not guaranteed and past performance does not guarantee future returns.

Junior ISA

Invest in your little ones’ futures, too!

They deserve the best start in life and, with a Junior ISA, you can start building a tax-free cash lump sum to gift to your child when they turn 18. That’s a vital financial helping hand towards everything that awaits them in the future. University, a deposit for a home, their first car, worldwide travels, launching their dream career… The possibilities really are endless. Whatever path they choose, they’ll definitely be grateful for some cash to help them on their way.

You can get started from £10 a month or with a £100 lump sum and, like with the Stocks & Shares ISA, you can choose payment options to suit you.

Click here to find out more.

Exclusive ISA Boost

Up to £105 cashback for Usdaw members

As an Usdaw member, you’ll get an ISA Boost to kickstart your investment journey when you open a Stocks and Shares ISA or Junior ISA with Shepherds Friendly. They will pay up to £105 straight into your plan after you make your first payment.

For full terms and conditions, and to find out how much cashback you will be eligible for, please click here.

Please remember, as with all investing your capital is at risk.

5 Year Fixed Rate Bond

Looking for somewhere to lock your money away for a while? Or perhaps you have some money sitting in an account where it just isn’t growing? Shepherds Friendly’s 5 Year Fixed Rate Bond could be the solution for you. This savings plan offers you a guaranteed interest rate paid each year, over a period of 5 years, helping you to make the most of your money. So, how does it work?

• Save from a minimum of £1,000 to a maximum of £125,000.
• Your savings are fully protected by the Financial Services Compensation Scheme (FSCS).
• Once you open your plan and make your payment, Shepherds Friendly take care of the rest.
• Sit back and relax, knowing that your money is growing.
• Five years later, withdraw your money, plus the full amount of interest you have earned.

So simple!

Remember: You will have to commit to saving a lump sum for 5 years to receive the full interest, so you may wish to only save money you won’t need to withdraw in the short term.

Click here to find out more.

Free Love2Shop voucher

As an Usdaw member, you have access to an enhanced welcome offer when you open a 5 Year Fixed Rate Bond with Shepherds Friendly. As a thank you for taking out a plan, you’ll get a free Love2shop voucher worth up to £55. So, you can grow your money for the future and treat yourself at the same time.

Terms and conditions apply, click here for more details.

Read our Member Offers Terms and Conditions for more details.

When you take out an investment product with Shepherds Friendly your capital is at risk and you may get back less than you have put in. In poor investment conditions we may apply a Market Value Reduction (MVR).

All references to taxation are to UK taxation and are based on Shepherds Friendly Society's understanding of current legislation and H M Revenue and Customs practice which may change in the future. For our With Profits plans investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract.