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Shepherds Friendly Stocks & Shares ISAs Cashback Offers & Discounts

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Terms & Conditions
  • What will stop me getting cashback?
    • After clicking through to Shepherds Friendly’s website from the link, you must generate a new transaction within 30 days..

    • If the policy is cancelled
    • Make sure you have third party cookie tracking enabled and you allow the confirmation page to fully load before closing the window
    • Each Shepherds Friendly member can open only one ISA. Multiple ISA applications over any time period will be merged together
    • If you stop paying or reduce your premiums.
    • 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.
    • If you have purchased with stolen or fabricated details
    • There is a 90 Day validation period from the date of your first premium into your plan, after which Shepherds Friendly will ensure the transaction is valid and that all payments due to them have been received. On meeting these criteria, any valid tracked purchases will be confirmed
    • Using a promotional/voucher code not posted and approved by TopCashback.
  • What else is essential?
    • You must generate a new quote and purchase directly after clicking through the above link.
    • After clicking through to Shepherds Friendlyโ€™s website from the link, you must generate a new transaction within 30 days.
    • If you make any After clicking through to Shepherds Friendlyโ€™s website from the link, you must generate a new transaction within 30 days withdrawals from the account
    • Only available on policies purchased online.
    • Only clicks generated from Inside the UK will be accepted and eligible for cashback
    • If anyone other than the person named on the ISA application makes payments into the plan, then the Cashback will be rejected.
    • Purchases must be completed immediately and fully online.
    • Unless otherwise stated expect transactions for this retailer to appear within 24 hours. Transactions are usually confirmed within a month and should become payable within 90 - 120 days after the date of your first premium into the plan, unless otherwise indicated on the Avg Payment Speed Statistics
    • You must have registered your BACS details with us in order to get cashback from this merchant.

  • Good to know
    • Cashback will initially track lower and uplift at a later date.
    • Each Shepherds Friendly member can open only one ISA. Multiple ISA applications over any time period will be merged together.
    • Only available on policies purchased online
    • Each Shepherds Friendly member can open only one ISA. Multiple ISA applications over any time period will be merged together
    • This merchant calculates cashback excluding VAT, delivery and any other charges.
  • What to do when
    • Cashback is only available to customers opening their first Shepherds Stocks and Shares ISA. Cashback may be rejected in the event that a customer has previously opened a Shepherds Friendly ISA.
    • You must generate a new quote and purchase directly after clicking through the above link
    • Whilst the vast majority of transactions from merchants track successfully, occasionally a transaction may not get reported. If you believe this to be the case, please submit a "Missing Cashback" query within 100 days of the transaction, we will be unable to chase up claims older than this
    • A "Missing Cashback" query must be submitted within 30 days of the transaction, if the transaction does not track automatically.
    • We will make all reasonable endeavors to secure the payment of commission on a transaction but we do not and cannot make any guarantee in this regard.
Please note the terms & conditions above are in addition to our general terms & conditions

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About Shepherds Friendly Stocks & Shares ISAs

Shepherds Friendly is one of the oldest financial mutuals in the world and we have been looking after family finances since 1826. In a world of financial complexity, we believe in the power of simplicity. We’ve made it our mission to provide clear, fair products that help our members plan their finances and secure their family’s future.

If you’re new to investing, our investment plans could be right for you. We do the hard work to nurture and grow your investment, helping you save for your future goals. Open an ISA from £30 a month and save for your future over the medium to long-term. Watch the value of your investment grow, free from income and capital gains tax.

Please note: 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 performance of the investments and any bonuses cannot be guaranteed. Additionally, if investment conditions are poor, we may apply a Market Value Reduction (MVR).

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