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24 Sep, 2018

We are finalists in the Engage Awards 2018!

Shepherds Friendly is proud to announce our selection as a finalist in the ‘Best use of Voice of the Customer’ category of the Engage Awards 2018 – the only customer and employee engagement industry awards in the UK.
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02 Jul, 2018

We are finalists in the Customer Experience Awards 2018!

We are excited to announce that we have made the shortlist as finalists for the UK Customer Experience Awards 2018, in the category ‘Best Financial Services – Insurance’. This is in recognition of our work to provide the best possible service and experience to our intermediaries and members at all times.
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05 Jun, 2018

Our 5-step GDPR checklist for financial advisers

On 25th May 2018, new regulations came into force which change the way you deal with your clients’ data. The General Data Protection Regulation (GDPR) builds upon the requirements of the Data Protection Act, but there are some significant changes which you need to be aware of. Keep reading for your five-step GDPR checklist for financial advisers.
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20 Apr, 2018

We’ve been shortlisted for the ‘Best Small Insurer’ award

We are delighted to share that we have been shortlisted for the ‘Best Small Insurer’ award in the Insurance Investment Exchange Awards 2018, for the second time. Last year we were overjoyed to have won the award and are hopeful for the same result this year.
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05 Jul, 2018

The hat-trick of award nominations is complete with ‘Business of the Year’ in the Stockport Business Awards!

Late June saw us complete a hat-trick of awards shortlists with the news that we have been nominated for ‘Business of the Year’ in the Stockport Business Awards, following on from the Customer Experience and Moneyfacts awards we announced recently!
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27 Jun, 2018

We are shortlisted in two categories in the Moneyfacts Awards 2018!

We are delighted to share with our intermediaries that we have been shortlisted in the Investment Life and Pensions Moneyfacts Awards 2018, for Best Income Protection provider and Best Junior ISA provider. We would like to thank our advisers who took time out to vote for us, making it possible for us to make the shortlist.
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27 Apr, 2018

We’re taking part in the MoneyFacts Awards!

We’re delighted to share the news that we are going to be taking part in the MoneyFacts Awards 2018! MoneyFacts Group’s highly coveted awards are totally independent. They are presented annually for product excellence and outstanding service, covering products from across a range of financial services.
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12 Mar, 2018

Shepherds Friendly announce 3% bonus on Stocks and Shares ISA for 10th consecutive year

Our Stocks and Shares ISA has proved a real winner with our members for many years and we were therefore naturally delighted to be able to announce a 3% bonus once again this year. This makes it 10 years in a row that plan holders have been able to enjoy this level of bonus return, which is great news for both intermediaries and their clients.
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