Tax Exempt Savings Plan

Read information

Your application should only take 10 minutes

Please read the following documents

Before we proceed though, you'll just need to confirm you have read and understood the following documents (don't worry about printing them out as we'll send them to you when you apply).

If you need to return to a previous page during your application, please use the arrows to the right of the screen and not the back arrow in your browser (top left).

You must confirm that you have read and understood the information provided above.

Please let us know if you have another qualifying policy

Policy contributions

Anyone can have a plan, but the proposer (person opening the plan) must be 16 years of age.

Policyholder details

Please let us know the policyholder's title
Please let us know the policyholder's full name

Second policyholder details

Please let us know the second policyholder's title
Please let us know the second policyholder's full name

See how much you could save

Please enter your date of birth
Years
Years
Please select a term between 10 and 25 years
  • Save monthly
  • Save annually
  • Please choose an amount between £5 and £25
  • Please choose an amount between £50 and £270
Please note: You can also enter the term and amount in the boxes instead of using the slider. Quotes are for illustration purposes only and what you get back depends on how your investment grows, meaning you could get more or less than this.

 

You might get back the following amounts, by investment growth per annum:

2%

 

5%

 

8%

 

Please read the Key information document and Important information documents before applying for a Tax Exempt Savings Plan.

Policyholder information

What's this?
Please let us know if you are the policyholder
The policyholder is the person who the plan is for

Please enter your details (the proposer)

Please let us know your title
Please let us know your full name
Please let us know your date of birth
Please let us know your email
Please let us know your phone number
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode

Please let us know if you are an existing member
Please let us know your relationship to the policyholder
Marketing preferences

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.

Policyholder details

01/01/0001
Please let us know your email
Please let us know your phone
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode
What's this?
Please let us know your national insurance number
If the policyholder is 16 or older then you must insert their National Insurance number. This can be found on a wage slip, P45, P60 or DWP documentation.

Please let us know if you are an existing member
Please let us know where you heard about Sheffield Mutual
Please let us know your occupation
Marketing preferences

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.
Read information
Policy contributions
Policyholder details
Summary
Back to step 0

Let's keep in touch

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Please only include first and last name