Our awards and recognition

We’re an award-winning financial mutual with one goal. We always put our members’ needs first in everything we do. We don’t just promise to do right by you – it’s the whole ethos that the Society was built upon, and has remained true to for almost 200 years. Take a look below at some of the key awards and milestones we have achieved in our recent history.

Women in Finance Charter
Living Wage
Investors in People Platinum
shepherds friendly are highly commended for junior isa moneyfacts awards 2022 ILP Moneyfacts Awards 2022 – Best Junior ISA Provider
ILP Moneyfacts Awards 2022 – Best Protection Service
moneyfacts winner best claims support for investment life and pensions ILP Moneyfacts Awards 2023 – Best Claims Support
Outstanding Business Development Team – COVER Customer Care 2022
Outstanding Claims Management Team – COVER Customer Care 2022
carbon neutral company partner logo Carbon Neutral Company
Defaqto Expert Rating Income Protection 2023
Defaqto Expert Rating Over 50s Life Assurance 2023
Yourmoney.com Best Over 50’s Life Insurance Provider 2024
Investors In the Environment Green 2024

As a member you have a say in how our society is run. Take a look at just some of the ways you can make your voice heard:

Team growing
Annual General Meeting

Our AGM provides you with the opportunity to have your say in the future of your Society. To find out more about our AGM, click here to visit the page on our website.

Magnifying glass over members
Member focus groups

These sessions help us understand the issues that matter to you in more detail, which ensures we remain focused on improving your experience with us.

Filling out survey
Regular feedback surveys

Throughout your time with the Society, we will send out regular surveys designed to gain your views and opinions on the things that matter to you

planting seeds for a successful investment or saving account
flower growing in a pot showing savings getting bigger