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
- Stocks and Shares ISA
- Bonus Plan
- 5 Year Fixed Rate Bond
Children’s savings plans
- Junior ISA
- Young Saver Plan
Open a plan online or over the phone, and as a UNISON member you’ll receive an exclusive welcome gift of a high street shopping voucher worth up to £55*.
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.