Invest for your future

Sheffield Mutual’s tax-free* Investment ISA a convenient and flexible way to invest, it also has the potential to outperform cash ISAs over the longer term, whilst smoothing out the short-term ups-and-downs often associated with stocks and shares ISAs.

  • Current interim bonus rate of 3.75% (before 1.50% management charge)**
  • Access to your money if you need it***
  • Transfer an existing ISA to us
  • Quick and easy application process

Request an information pack

For more information on our Investment ISA or to transfer an ISA to us, please fill in your details below and we will send you out your information pack of choice. Sheffield Mutual will never sell your personal data to any third parties. We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails. You can update your contact preferences easily at any time by phone, email, in writing or online.

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

Single Premium Investment ISA

Invest or transfer a lump sum into our Investment ISA, and the best part? It's tax-free

  • Potential for tax-free* growth through annual and final bonuses**
  • Transfer an existing ISA to us (up to £150,000)
  • Invest from just £300

Capital at risk. During adverse investment conditions you may get back less than you invested.

*Tax treatment depends on individual circumstances and may be subject to change in the future.

**Bonuses are not guaranteed and the interim rate is not a reliable indicator of future performance.

Regular Premium Investment ISA

Save for the medium to long-term with our flexible Regular Premium Investment ISA

  • Save from just £30 a month
  • Potential for tax-free* investment growth through bonuses**
  • Access to your money if you need it***

Capital at risk. During adverse investment conditions you may get back less than you invested.

*Tax treatment depends on individual circumstances and may be subject to change in the future.

**Bonuses are not guaranteed and the interim rate is not a reliable indicator of future performance.

***You can withdraw a minimum of £250 at anytime.

Get an M&S or Love2Shop gift card‡

Quote INVEST2022 when applying for a new policy to receive up to a £50 gift card‡

Investment amount

(annualised if regular)

Gift card for new member

£300 - £4,999

£25

£5,000 - £9,999

£30

£10,000 - £19,999

£40

£20,000 +

£50

‡You'll receive your gift card after your new policy starts. 

Terms and conditions apply

Why choose Sheffield Mutual

Trusted, fair & ethical

We do not invest knowingly or directly in industries relating to armaments, tobacco, gambling or pornography

About us

FSCS protected

We are part of the Financial Services Compensation Scheme.

Visit FSCS

Dedicated team

Experienced and knowledgeable, our team is made up of professionals from a range of backgrounds and industries

Meet the team

Let's keep in touch

Keep up to date with news, offers, competitions and other products and services that we offer via email

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