Our Regular Savings Plan is for those who prefer to take a long term view on their finances. This plan offers you the choice between either regular monthly or annual premiums.
Save as little as £5 per month or £50 per annum or as much as you want. The maturity value may be liable to tax depending on your circumstances when the payment is received.
With your money invested in Sheffield Mutual, performance is guaranteed. Providing the plan runs to its planned maturity date, the Society will, depending on the amount you wish to save and for how long, guarantee a minimum sum assured.
The final value will depend upon investment performance but bonuses are declared by the Society's Committee of Management acting on actuarial advice, each year and these are added to your guaranteed sum assured. Once added these bonuses cannot be taken away.
Interested? Start your plan now
Simply decide how much you would like to save, for how long, and whether you would like to save monthly or annually. You should download our starter pack. Study the 'Key Facts' literature and, providing you do not need any advice, complete and sign the application form, direct debit mandate and execution only letter. Don’t forget to enclose a proof of identity (List A) and a proof of address (List B) noted on the Money Laundering information sheet. Return all the above items by post to:
Freepost RLUC-XKZE-RJAT
Sheffield Mutual Friendly Society
3 Maple Park
Maple Court
Wentworth Business Park
Tankersley
Barnsley
South Yorkshire
S75 3DP
along with a cheque for the initial premium.
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