UNISON has partnered with savings provider, Shepherds Friendly to bring members a variety of tax-efficient plans, offering savings solutions for the whole family.

UNISON has partnered with savings provider, Shepherds Friendly to bring members a variety of tax-efficient plans, offering savings solutions for the whole family.

Shepherds Friendly is a mutual society, wholly owned and run by its members. It has been providing financial security to members since its foundation in 1826. In addition to their ISA and Junior ISA, their product range includes plans exclusive to friendly societies, that offer extra tax-efficient savings over and above the annual ISA and Junior ISA limits.

Adults savings plans

Children’s savings plans

Exclusive offer for UNISON members

As a UNISON member, when you open a Stocks and Shares ISA or Junior ISA, Shepherds Friendly will add an ISA Boost worth up to £105 in cashback to help you get started with investing, when you make your first payment.

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

When you take out a 5 Year Fixed Rate Bond, you’ll receive an exclusive welcome gift of a high street shopping voucher worth up to £55. For full terms and conditions, please click here.

Find out more

Remember, when investing your capital is at risk.  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.