Enhanced sum assured on reinvestments...
Sheffield Mutual will offer an enhanced sum assured of 104% (normally 103%) on all maturing endowment policies reinvested into our Investment Bond.
Tell your friends and family about us and earn a reward of up to £50 each...
By recommending a friend or family member to the Society, both you and your friend will receive a gift card worth up to £50 after your friend’s policy starts. There’s no limit to the number of friends or family members you can recommend and if they require advice, your friend’s policy can be arranged through a financial adviser.
Optical & Dental Benefits...
We currently offer discretionary grants of up to £30 every two years per member for both optical and dental treatment, once the policy has passed its first anniversary. You’ll need to contact us before you make a claim, as these benefits are discretionary and, therefore, could be withdrawn at any time. Membership benefits are not regulated by the FCA.
Click on the link below to view the 'Member Benefits Leaflet' and to see full terms and conditions and find out how to make a claim.
Member Benefits Leaflet (3.3M, .PDF)
Optical & Dental Claim Form (627.7K, .PDF)
Access to other financial products:
We’ve formed a relationship with National Friendly Financial Solutions to introduce you to extra financial products not available directly through Sheffield Mutual.
National Friendly Financial Solutions is a specialist telephone-based financial services company. They specialise in retirement planning and life insurance and are owned by National Friendly, a fellow mutual that shares our values.