Welcome to the 'For Members' page

Apportionment and Allocations for 2007 for the Sickness Income and Childcare Plans

We do not pay shareholders, we only reward our members.

Feedback from members

Do you have any comments (favourable or unfavourable!) to make about our Society, its products and services? If so, do please let us know either by email , phone (0151 724 1930), fax (0151 724 1971) or post to SFS, FREEPOST, 30 Mather Avenue, Liverpool L18 1BR. We look forward to hearing from you.

Would you like to become an 'Introducer' for the SFS?

The Society currently wishes to appoint more 'Introducers' and thereby recruit new members. An 'Introducer' is likely to be an existing member, though need not be, and is a person who holds information and literature on our products and is able to introduce new members. Introducers are at the heart of our organisation, and if you would like to consider becoming one of them, please Email us by clicking on the icon   and we will send you full details of how to apply and the fees paid for successful introductions.

Downloads:

Members can now download some of the forms used by the Society, and thus save time and money by not having to ring or write to us for these forms, and then to wait for the post. You can also download the terms of reference of our various committees for your information.

Just 'click' on the name of the form you want to download as .pdf files. If you do not have Acrobat Reader on your machine (necessary for reading and printing .pdf files) you may download the latest version free using this link

After downloading the document(s) you require, you can then print one off, and if appropriate, complete it and send it to us  'Freepost' (i.e. no stamp required) to the following address:

Schoolteachers Friendly Society
FREEPOST
30 Mather Avenue
Liverpool
L18 1BR

N.B. For applications to join the Sickness Income and ChildCare Plans, don't forget to enclose the necessary documentation required for anti-money laundering purposes (use the links to the website pages for details).

Because completed application forms will contain sensitive and personal information, they are not considered suitable for transmission back to us over the Internet.

Child Trust Fund:    Application Form

                                            Key Features and Questions & Answers

                                   Terms & Conditions

                                   Direct Debit form for Subscriptions

                                   Application Form to be a Registered Contact

Increase of Rate Form - to use when applying for an increase in your monthly contributions to the Sickness Income Plan (2 pages).

Claims Form - to use when first notifying a Sickness claim (4 pages). Please note that sickness benefit is paid monthly in arrears.

Sickness Income Plan New Application form - for use by anyone you wish to introduce to the Society (don't forget to put your name on the application form so that you can get your £25 'member-get-member' reward), or by anyone wishing to join (4 pages). Please look at the Sickness Income Plan website page for important information regarding the documentation also required for anti-Money Laundering purposes.

ChildCare Application Form - for use by a parent or guardian to apply on behalf of a child aged 5 - 17 to join the ChildCare Plan.(3 pages). Please look at the 'ChildCare' website page for important information regarding the documentation also required for anti-Money Laundering purposes.

Tax-exempt Investment Policy Application Form - for use by anyone wishing to apply for a Tax-exempt Investment Policy.(2 pages)

Nomination Form - to be completed if you wish to nominate a person to receive up to £5,000 of the proceeds of your Fund(s) or policy immediately on production of the death certificate and without having to wait for Probate (2 pages).

Year 2007 Report and Annual Accounts is also available for downloading should you wish to have a copy (26 pages long, so it may take a while to download). 

Proxy Form for voting at 2008 AGM

Minutes of the 2008 Annual General Meeting Three A4 pages.

Rules of the Society - the latest version (May 2008) can be downloaded. It consists of 22 pages of A4, so could take a while to download.

Terms of Reference of Committees:

    Audit, Risk and Compliance Committee

    Investment Committee (Camelot Trustee Company Ltd.)

    Nomination and Remuneration Committee

    Sales & Marketing Committee

    Standing Committee

Examples of Board of Management appointment letters:

    Appointment by co-option

    Appointment following election

   

[ Sickness cover ] [ Life ] [ ChildCare Plan ] [ ChildTrustFund ] [ Unit Prices ] [ Members say ] [ Members ] [ Contact ] [ Friendly Societies ]