Shepherds Friendly Reviews

Name: Shepherds Friendly
Rating: 4.61

4.6 Rating 3,002 Reviews

93 %

of reviewers recommend Shepherds Friendly

Company Reviews

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Info

4.6

Based on 3,002 reviews

Customer Service
Communication Channels	Telephone, Email, Live Chat

About Shepherds Friendly:

Shepherds Friendly is one of the oldest financial mutuals in the world, with 190 years’ experience in providing families with financial security.

Visit Website

Phone:

0800 526 249

Email:

marketing@shepherdsfriendly.co.uk

Location:

Haw Bank House, High Street, Cheadle
SK8 1AL

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Shepherds Friendly 5 star review on 24th February 2021

Anonymous

Anonymous // 01/01/2019

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Phone service works well and their staffs are polite.”

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“Forms easy to fill out and the telephone help is prompt and good.”

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“When I phoned there was no one available to open the account I wanted to invest in. I nearly went to another provider.”

Helpful Report

Hello Fiona, Thank you for sharing your review. I’m sorry to hear that you had trouble reaching us. When you called, we experienced a technical difficulty with our phone lines. We're looking into this to help prevent similar issues in the future. We appreciate you bringing this to our attention and apologise for any frustration or inconvenience caused. If you have any questions, please don't hesitate to reach out at shepherdsfriendly.co.uk/help-and-support/. Kind regards, Elena

“Phil was very Pleasant and Professional and explained everything to me were I understood good and I didn’t have many questions to ask at all thank you again”

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“Very good and excited to start saving for my children”

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“Awful. Can't access my account as there's an issue with the app. Customer service said it's a known issue and to wait, then closed the query as if it was sorted out. I've had no further communication and am contemplating closing the account.”

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Hello Verity, Thank you for your review. I'm sorry to hear about your experience. We'd like to help you with this, so we reached out to you yesterday. Unfortunately, we couldn't get through so have left you a voicemail. You can give us a call back on 0800 526 249 or get in touch with our friendly team here: shepherdsfriendly.co.uk/help-and-support/. Kind regards, Elena

“Useful products offered”

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“very good and was easy to sort out”

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“Easy to set up and a good fee added to your first payment”

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“User friendly and easy to operate”

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“The website which was easy to navigate helped me get the cover that I needed within minutes so now I can just relax knowing everything is taken care of.”

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“Simply to set up. Good customer service”

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“Really happy with the experience opening an account with Shepherds Friendly. Very easy to do”

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“Really easy to set up and follow. Very happy so far”

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“Too soon to tell really, bit daft to be asked for a rating when you haven’t taken any money, haven’t invested any, haven’t got a track record of returns!”

Helpful Report

Hello, Thank you for your review. As a mutual, feedback from our members is really important to us. We gather feedback at every stage of the member journey, including the setup process, and will take your comments on board as we continue to improve. If you have any further feedback or need support, our Member Services team is here to help. You can get in touch at shepherdsfriendly.co.uk/help-and-support/. Kind regards, Elena

“I’ve had a policy on going for a number of years, and still got another 13 years to go until maturity. Sadly, aspects of it were missold at the time with regards to the surrender value, so the loss in closing it means its value is held in keeping it. But the big issue is that it keeps saying we are proud to announce we are paying a bonus to members. A bonus of 2%, I can get more than that in any other banking account in the UK. It seems a really poor investment vehicle to only pay 2%, given the same letter mentions that the market has went up and down but overall personable was strong; mainly up according to stock chart trends - banks up 100% in some cases over the last 5 years. And to pay out 2%, really?”

Helpful Report

Hello, Thank you for taking the time to share your feedback. I'm sorry to hear that your experience wasn't as you'd expected. We've been in touch with you directly to discuss your plan in more detail. While we can’t share personal information here, please be assured that we have reviewed your concerns carefully and our Member Services team will support you with any questions you may have. Kind regards, Elena

“Amazing experience my son has junior isa since birth and the returns have been excellent better than regular savings account”

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“Understan̈dable and Simple process to set up account”

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“How are you paying a bonus of 3.75% when other institutions are 4.15% to 4.25%. The markets have grown since earlier this year as my other investments have shown.”

Helpful Report

Hello Paul, Thank you for your review. We always value feedback from our members, and I'm sorry to hear your experience wasn't as you'd expected. We take decisions about bonus rates very seriously, and the recent reduction reflects a number of market and economic factors. Unlike with an index-linked fund, a with-profits fund offers more predictable investment performance by actively ‘smoothing out’ the daily ups and downs of the market. Our fund managers use a careful and proactive investment strategy, to smooth out the impact of this year's volatility on your investment. While market ups and downs have eased compared to earlier in the year, ongoing inflation, slower economic growth, and higher interest rates mean there’s still some uncertainty. The bonus rate of an Annual Equivalent Rate (AER) of 3.75% is for the period from 1st July to 30th September 2025. Like, with any investment, returns can fluctuate, so AER shows you how much the investment could grow in one year if investment returns were to remain at the same level all year. We pay bonuses quarterly, so your next bonus rate may be different from this one. Our goal is to provide you with higher returns in the medium- to long-term, compared with what you’d get from a bank or building society account. So you should aim to invest for no fewer than five years. In your bonus rate email, you can read our latest investment update for more information. If you have any questions, please don't hesitate to get in touch with our Member Services team here: https://www.shepherdsfriendly.co.uk/help-and-support/. Kind regards, Elena

“Personal income protection with them for 8yrs or more Had a RTA and have a bad back from September they've paid me out from October to last month then started messing about Eventually got last month's money 2 weeks late Only to find out yesterday they've stopped my payment for the 5th of this month. Waiting on an MRI but they've now said I've only soft tissue and musculoskeletal injuries from what theyve taking from my medical notes!!!They're conclusion I should have been ok between 29-40 days from my injuries,!! What a joke people at a desk making decisions 😡😡”

Helpful Report

Hello Richard, Thank you for your review. I'm sorry to hear about your experience. To make things fair for all our members, we do have Terms and Conditions that must be met. We're currently reviewing the extra information you've sent us, and we'll be in touch. If you have any questions, our friendly Member Services team are here to help. You can reach them using our help and support form: https://www.shepherdsfriendly.co.uk/help-and-support/. Kind regards, Elena

Shepherds Friendly is rated 4.6 based on 3,002 reviews