Shepherds Friendly has received the Clear & Simple Mark from Fairer Finance for its Stocks & Shares ISA documents.
This certification is awarded to documents that demonstrate clarity in plain language, easy-to-read design, and well-organised content that answers important consumer questions.
Shepherds Friendly is among fewer than 20 organisations to achieve this standard.
This recognition follows the mutual’s recent win for ISA Provider of the Year at the MoneyAge Awards 2024.
Judges praised Shepherds Friendly for listening to its members; the mutual changed how it issues bonuses to allow quarterly rather than annual investment growth.
Graham Drummond, head of communications at Shepherds Friendly, said: “We’re delighted to receive this recognition from Fairer Finance.
“The Clear & Simple Mark underscores our commitment to providing our members with plans that are easy to understand and free of unnecessary complexity.
Drummond added: “Since 1826 we’ve focused on putting them first, and we think it’s important everyone feels confident with their investment choice.
“Alongside our recent ISA of the Year award, our members know we’re making meaningful changes that help them make the best financial decisions.”
