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Shepherds Friendly Stocks & Shares ISAs Cashback Offers & Discounts

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Terms & Conditions
  • What will stop me getting cashback?
    • All policies are run through extensive validation checks and cashback will only be paid on valid policies. The eligibility is checked 90 days after your first premium or lump sum has been paid.

    • Cashback is available through Shepherds Friendly Stocks & Shares ISAs on genuine, tracked transactions completed immediately and completely online

    • Cashback is not currently available when transferring an existing ISA from another provider

    • Cashback may not be paid on VAT, delivery, card payment fees, taxes or any other additional charges

    • Cashback will not be paid if a saved quote is used. You must click the Shepherds Friendly Stocks & Shares ISAs link, generate a new quote and make your purchase immediately

    • Cashback will not be paid if anyone other than the person named on the ISA application makes payments into the plan

    • Cashback will not be paid if the policy is cancelled.

    • Cashback will not be paid if you have previously purchased a Shepherds Friendly Stocks and Shares ISA, or any other Shepherds Friendly plan

    • Cashback will not be paid if you have purchased with stolen or fabricated details

    • Cashback will not be paid if you stop paying or reduce your premiums

    • Cashback will not be paid in conjunction with any other offer, voucher or discount code unless listed on this page, or with any other discounts such as staff or student discounts

    • Cashback will only be paid for applications made from within the United Kingdom

    • Cashback will only be paid if a lump sum premium is paid in full, or monthly Direct Debit payments are kept up to date.

    • Cashback will only be paid if your direct debit is kept up to date as per the terms of the product for which you are applying.

    • Each Shepherds Friendly member can open only one ISA. Multiple ISA applications over any time period will be merged together

    • Each Shepherds Friendly member can open only one savings plan. Cashback will be rejected for any additional plans as cashback is only available to new customers.

    • Make sure you have third party cookie tracking enabled and you allow the confirmation page to fully load before closing the window.

    • Please note, your cashback from Shepherds Friendly is paid into your Shepherds Friendly Stocks & Shares ISAs account. Should you have any queries regarding your cashback payment, please contact Shepherds Friendly Stocks & Shares ISAs directly.

    • Shepherds Friendly will not start to process your cashback until 90 days after the first monthly payment is made, with confirmation of cashback around 2 months afterwards.

    • Using a promotional/voucher code not posted and approved by TopCashback.
  • What else is essential?
    • Cashback can be earned simply by clicking through to the merchant and shopping as normal

    • Cashback is available on genuine, tracked purchases completed immediately and wholly online

    • Cashback is not issued by the merchant. If you have any queries regarding cashback or payments, please contact Shepherds Friendly Stocks & Shares ISAs Customer Support directly and not the merchant

    • Cashback is not paid on VAT, delivery charges and any other additional fees, occasionally some may pay cashback on the full basket amount. When a minimum spend threshold is required to be eligible for cashback, retailers do not count VAT and fees in the total spend amount

    • Cashback may initially track at a lower or higher rate and update to the correct rate on confirmation

    • Cashback rates are subject to change and may increase or decrease at any time

    • Cashback will only be paid for a maximum of one purchase per account

    • Cashback will only track if the merchant can track your purchase to us. This means that you must click the 'Get Cashback link', go straight through to the merchant website and make the purchase in the same session without exiting your internet browser.

    • Even though we do our best to keep the information on this page up-to-date, it may be out of date from time to time

    • If you purchase products across multiple cashback rates in one session, the lowest rate will track against the full 'basket' amount

    • Purchases at this merchant should appear as pending within 24 hours. They will remain at this status until the merchant confirms the purchase is eligible for cashback. Once this happens your purchase will reach the ‘confirmed’ status on your account

    • Purchases must be completed immediately and fully online.
    • The cashback offered is only available as shown at the time and the merchant reserves the right to withdraw their offering at any time

    • The merchant reserves all rights to take action (including legal action) as is considered necessary in its sole discretion in order to prevent or redress any fraudulent or otherwise unlawful use of their website

    • This merchant calculates cashback excluding VAT, delivery and any other charges

    • This offer is only available to United Kingdom residents who have purchased a valid policy through the merchant

    • You must have registered your BACS details with us in order to get cashback from this merchant

    • This merchant calculates cashback excluding VAT, delivery and any other charges.
  • What to do when
    • 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 100 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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