Shepherds Friendly - Bonus Plan Cashback & Offers

Our Bonus Plan is a tax-exempt savings plan that allows you to save tax-efficiently for your long-term future regardless of whether you’ve already used your annual ISA allowance or not.

The Bonus Plan is tax-efficient meaning that, unlike a normal savings account, your money will be free from income tax and capital gains tax, and when your plan ends the money you withdraw from it will be tax-free.

Your money will be invested for a minimum of 10 years with the aim of achieving an increase in the value of the amount you invested with the aid of annual bonuses, the value of which will depend on the performance of the fund your money is invested in. Plus, if you die during the term of your policy, your dependents will receive a guaranteed, tax-free lump sum