We’re a friendly society, founded on Christmas Day 1826 as a sickness and benefits society. Fast-forward nearly 200 years, and today we have a range of adult and children’s savings products, income protection and life insurance for over 50s, all of which are designed to help and support the finances of families now and to help them prepare for the future. We have an expanding member base (approximately 85,000) and an investment fund growing in size (£77 million).  With a member-focused staff team, our core aim is to provide an experience to members that leaves them confident their fair treatment is central to our corporate culture.

In 2016, we maintained our track record of providing good returns to our members, with an impressive 97% of claims paid on our Income Protection plan, and a 3% annual bonus paid to our Stocks and Shares ISA members for the ninth consecutive year.

Going forward, we will look to do exactly the same as we have for the previous 190 years. We will always look to provide simple, value-for-money financial solutions for our members, and act in their best interests at all times.  


Insurance

Shepherds Friendly

Shepherds Friendly's headquarters in Cheadle, United Kingdom

Ann-Marie O'Dea

Sam Chivers

Graham Findlater

Christina Green

Max Jarrold

The Digital Marketing Team at Shepherds Friendly is responsible for creating and implementing online marketing strategies to promote the company’s financial products and enhance member engagement. This team leverages data analytics, content creation, and digital advertising to reach and expand the member base, ensuring that communication resonates with their target audience while maintaining a strong focus on member-centric values. By utilizing innovative digital channels, they aim to increase brand awareness and drive conversions, ultimately supporting the company's mission of providing value-driven financial solutions.

Digital Marketing Team

The Data and Risk Management Team at Shepherds Friendly is responsible for ensuring the integrity, security, and compliance of financial data while effectively managing risk across the organization. This team analyzes member and operational data to inform strategic decisions, evaluates potential risks associated with financial products, and implements measures to uphold regulatory standards. Their goal is to safeguard members' interests and enhance the company's financial offerings through informed risk management and innovative data-driven solutions.

Data and Risk Management Team

The Leadership Team at Shepherds Friendly is responsible for setting the strategic direction and overseeing the organization's operations to ensure alignment with its mission of member-focused service. This team, comprised of the CEO and C-suite executives, collaborates to drive growth, manage risks, and enhance the technological infrastructure, all while ensuring the continuous delivery of reliable and value-driven financial products for members. Their leadership fosters a culture of transparency and fair treatment, vital to maintaining member trust and satisfaction.

Shepherds Friendly

Org chart

Teams

Digital Marketing Team

Data and Risk Management Team

Leadership Team

Offices

Shepherds Friendly

Org chart

Teams

Digital Marketing Team

Data and Risk Management Team

Leadership Team

Offices

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