Compare our savings and investment plans | Zurich

Compare our savings and investment plans

Here's a snapshot of the features available across our saving and investment plans.

Compare our saving and investment plans

All of these products are available through a financial adviser – The Zurich Stocks and Shares ISA can also be bought online through Zurich FutureYou.

Features Zurich Cash ISA Zurich Stocks and Shares ISA Zurich Investment Account Sterling Investment Bond
  Plan details Plan details Plan details Plan details
Suitable for short term savings
(less than five years)
Yes No No No
Suitable for medium to long term investment
(at least five years)
No Yes Yes Yes
Gives access to your money  Yes Yes Yes Yes
No yearly limits on amounts you pay in No No Yes Yes
Offers the choice to invest in different asset types No Yes  Yes  Yes
No income or capital gains tax applied to growth Yes Yes No No
No tax applied to income Yes Yes No No
Available through Zurich Portfolio Yes Yes Yes No
Zurich Investment Life Cover available
(accessed through Zurich Portfolio)
No Yes Yes No

Find out more about the Zurich Portfolio and Zurich Investment Life Cover.

Tax information is based on 2016/17 tax rules which may change in the future and depends on your individual circumstances.

Find a financial adviser

We can't give you advice but we can help you find a financial adviser and give you some hints on how to prepare for your first visit:

 

Unbiased Logo

If you don't currently have a financial adviser, you can find one near you at: unbiased.co.uk


[Zurich is not responsible for the content of external websites]

 

Or you can read reviews of financial advisers at: vouchedfor.co.uk


[Zurich is not responsible for the content of external websites]