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Keep reading to find the full step-by-step process to informing Shepherds Friendly ISA & Investments of a death. Alternatively, Life Ledger’s free service provides a fast, simple way to close accounts.

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Use Life Ledger

Life Ledger is a free, easy-to-use service that helps you tell over 1,000 companies in the UK, from one place about the death of a loved one. Simply click the link below to get started.
How to Tell Shepherds Friendly ISA & Investments of a Death
By writing to finance@shepherdsfriendly.co.uk

What documentation do you require to register a death with Shepherds Friendly ISA & Investments?

Shepherds Friendly ISA & Investments asks that you provide the following information:

What Happens Next?

Once you have informed Shepherds Friendly ISA & Investments of the death, they will take the necessary next steps. Should they require more information, they will contact you.

Who you can notify with Life Ledger

Life Ledger is free to send death notifications

What you need

The deceased’s:
Date of Birth
Date of Death
Full name and usual address
Death certificate or interim death certificate (scan or photograph)

From you:
A piece of photographic ID, such as a passport of driving licence, to upload and verify your identity. (scan or photograph)

About Life Ledger

A free, easy-to-use service that helps you tell over 1,000 companies in the UK, from one place about the death of a loved one. Simply click the link below to get started.

Life Ledger is free to send death notifications

Who you can notify with Life Ledger

What you need

The deceased’s:
Date of Birth
Date of Death
Full name and usual address
Death certificate or interim death certificate (scan or photograph)

From you:
A piece of photographic ID, such as a passport of driving licence, to upload and verify your identity. (scan or photograph)

About Life Ledger

A free, easy-to-use service that helps you tell over 1,000 companies in the UK, from one place about the death of a loved one. Simply click the link below to get started.

Who you can notify with Life Ledger

Life Ledger is free to send death notifications

Who you can notify with Life Ledger

What you need

The deceased’s:
  • Date of Birth
  • Date of Death
  • Full name and usual address
  • Death certificate or interim death certificate (scan or photograph)
  • From you:
  • A piece of photographic ID, such as a passport of driving licence, to upload and verify your identity. (scan or photograph)

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