You're in safe hands...

Consider our Investment ISA

Get a free M&S or Love2shop Gift Card‡ 

Quote SAFE20 when applying for a new ISA or transferring an existing ISA from another provider, to receive an M&S or Love2shop gift card worth up to £50 after your policy starts. 
‡Terms and conditions apply. 

Why save with a friendly society?

Subscribe up to £20,000 in the current tax year

Potential for tax-free* investment growth through annual and final bonuses**

Transfer an existing ISA, of up to £100,000 from another provider and let us manage the transfer for you

Invest from just £30 per month or £300 lump sum

Access to your money if you need it (subject to £250 minimum withdrawal)

The current interim bonus rate is 3.50%** before a 1.50% annual management charge 

Capital at risk. ISA value could be reduced if withdrawn during adverse market conditions


Current interim bonus rate before charges

Annual management

Invest up to


in the current tax year


Not guaranteed until declared

No initial charges or hidden fees


per annum, usually taken from bonuses before they are applied

Gift card amount 


Investment amount (annualised)

£300 to £4,999

£5,000 - £9,999


£10,000 - £19,999

£20,000 +



Owned by you

Working for you

Trusted by you

Our surplus profits are shared with our members, not shareholders

You can always speak to a member of staff on the telephone or via online chat

We've been looking after our members' financial wellbeing since 1892


Sheffield Mutual Friendly Society, 3 Maple Park, Maple Court, Wentworth Business Park, Tankersley, Barnsley S75 3DP
The Society is a registered friendly society (register no 810F) and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register Number 139855).

What our members are saying

Fantastic company to deal with, admin staff are very efficient and nothing is too much trouble. Been investing/saving with them for many years and will be doing so on into the future!

Please read the full product information and Key Information Documents before applying


Monday - Friday 9am - 5pm
Temporary opening hours due to Covid-19

Calls may be monitored and recorded for your protection

Calls may be monitored and recorded for your protection

Request your free info pack

We use a reputable third party software provider for our marketing/service emails. We will never sell your personal data to any third parties. You can update your contact preferences easily at any time by phone, email, in writing or online here. 

Our Investment ISA

*All references to taxation are based on the Society's understanding of current tax legislation and practice, which may change in future.

**Bonuses are not guaranteed to be paid and depend on the performance of the Society’s with-profits fund.


Did you know?

If you invest with Sheffield Mutual, you are protected for up to 100% of the value of your policy with the Financial Services Compensation Scheme.

Many banks and building society policies are only covered for up to £85,000.