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Shepherds Friendly Stocks & Shares ISA offers & cashback

Shepherds Friendly is one of the oldest financial mutuals in the world, and has been looking after family finances since 1826.

 

They have a range of investment plans for children and adults, income protection, and life insurance for over 50’s. Their Stocks and Shares ISA allows saving from just £30 per month, and aims to pay annual bonuses, the size of which will depend on the performance of the fund.

 

“As with all investing, your capital is at risk you may get back less than you have put in. The value of the ISA will depend on the future performance of the investments and any bonuses that are paid as a result of positive investment conditions, which cannot be guaranteed. Additionally, if investment conditions are poor 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 Inflation may affect the purchasing value of the investment in the future.”

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More about Shepherds Friendly Stocks & Shares ISA

Shepherds Friendly is one of the oldest financial mutuals in the world, and has been looking after family finances since 1826.

 

They have a range of investment plans for children and adults, income protection, and life insurance for over 50’s. Their Stocks and Shares ISA allows saving from just £30 per month, and aims to pay annual bonuses, the size of which will depend on the performance of the fund.

 

“As with all investing, your capital is at risk you may get back less than you have put in. The value of the ISA will depend on the future performance of the investments and any bonuses that are paid as a result of positive investment conditions, which cannot be guaranteed. Additionally, if investment conditions are poor 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 Inflation may affect the purchasing value of the investment in the future.”

Important things to know

  • This programme is being monitored. Quidco members transacting fraudulently with this retailer will have their membership terminated immediately and may have their details passed to the authorities for further investigation
  • In the event of any queries about your cashback please contact Quidco Customer Support as the retailer will be unable to deal with this type of query
  • Cashback will only be paid to members who have BACS as their registered Quidco payment method.

Terms & conditions

  • Cashback is available through Quidco on genuine, tracked transactions completed immediately and wholly online
  • Cashback will not be paid if a saved quote is used. You must click the Quidco link, generate a new quote and make your purchase immediately
  • Make sure you have third party cookie tracking enabled and you allow the confirmation page to fully load before closing the window
  •  Shepherds Friendly will not start to process your cashback until 90 days after the first monthly payment is made, with confirmation of cashback around 2 months afterwards.
  • Cashback will not be paid if you have previously purchased a Shepherds Friendly Stocks and Shares ISA, or if you have purchased and since cancelled any other Shepherds Friendly plan
  • Each Shepherds Friendly member can open only one ISA. Multiple ISA applications over any time period will be merged together
  • Cashback is not currently available when transferring an existing ISA from another provider
  • Cashback will not be paid if the policy is cancelled
  • Cashback will not be paid if you stop paying or reduce your premiums
  • Cashback will not be paid if you have purchased with stolen or fabricated details
  • Cashback will only be paid for applications made from within the United Kingdom
  • Cashback will not be paid if anyone other than the person named on the ISA application makes payments into the plan

 

  • Cashback will not be paid in conjunction with any other offer, voucher or discount code unless listed on this page, or with any other discounts such as staff or student discounts

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