Sheffield Mutual Friendly Society
Investment Company in Barnsley, South Yorkshire
Sheffield Mutual Friendly Society has been improving the financial wellbeing of its members since 1892. Whilst we remain passionate about our heritage and mutual status, our products and services have been developed to include a simple array of trusted savings, investment and protection plans - with a particular emphasis on tax-efficient savings and investment policies. Being an independent mutual organisation we currently have no shareholders to satisfy. This matters that our success can be shared with our members through attractive investment returns and nice service.
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Sheffield Mutual Friendly Society
read moreTax-free savings, ISAs, investments, children's savings and life insurance for you and your family. Invest a lump sum of 2,500 now and we'll use it to make annual payments of 270 into a Tax Exempt Savings Plan for the next ten years. Originally set up by the government, a Child Trust Fund (CTF) is a long-term tax-free savings account for children. You can no longer apply for a new Child Trust Fund because the scheme is now closed.
About Us
read moreWe've been around for over 125 years, and we're proud of our performance both past and present. After a turbulent end to 2018, we saw an immediate upturn in global stock markets at the start of the year which continued throughout 2019, driven by the de-escalation of geopolitical tensions and a reduction in the uncertainty surrounding Brexit following the snap general election in December. Our UK equity portfolio provided a 20% return, with overseas equities recording 25% gains and corporate bonds yielding 10%.
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