Shareholder Perks

Shareholder Perks are some perks that you get for holding particular shares.  There are not a massive number of companies that offer Shareholder Perks, but some do, some are a bit of fun, and some are a bit more substantial.  There are qualifying shareholding volumes, although some have a qualifying volume of one.  What well might be useful to you will depend on your lifestyle and how you spend your money, a more comprehensive list is available here but below are a few that might have broader appeal to peak your interest (or not!).

Legal & General (1 share required - £2.47 each at time of writing + Dealing Cost) 25% Life Insurance Discount. (My life insurance costs £40 per month so this is a £120 year on year saving for me).

Next PLC (100 Shares Required - £56.34 each at time of writing + Dealing Cost plus 0.5% stamp duty) 25% off one purchase of full priced goods. (Probably only worth it if you have a big purchase coming up like wedding suits).

Mitchell's & Butlers (inc Browns, All Bar One, Miller & Carter Steakhouse, Harvester, Ember Inns, Toby Carvery, Sizzling Pubs, O'Neill's) (1 Share Required - £1.30 each at time of writing + Dealing Cost ) discount book of 12 x 20% off total bill in their pubs and restaurants.  I use this a lot - saves me about £100 every year.

Restaurant Group PLC (inc Wagamama, Chiquito’s and Frankie & Benny's) (250 Shares Required - 27p each at time of writing + Dealing Cost) discount book of a number of 25% off total bill in their pubs and restaurants.

Safestore (100 Shares Required - £9.30 each at time of writing + Dealing Cost) 25% off storage if you are a new customer. (If you already use them perhaps your significant other is a new customer?)

Whitbread PLC (64 Shares Required - £26.05 each at time of writing + Dealing Cost) free breakfasts in Premier Inns and a 10% discount in Whitbread restaurants. (Not bad if you use Premier Inns a lot).

Carnival PLC (100 Shares Required - £6.10 each at time of writing + Dealing Cost) You’ll receive on-board credit, example £150 on a cruise of 14 days or more. The amount you’ll get depends on the duration of the cruise and which brand of Carnival it’s with.

What have I learnt from Shareholder Perks?
  1. Some you must hold on a qualifying date for that year’s perk. 

  2. All you have to apply for each year after buying the shares - normally via your share platform.

  3. Interactive Investor do not allow these for shares held within their SIPP - I think Interactive Investor are alone in this stance.