Making a claim is easy.
All you need to do is phone or write to us (details below) and we'll send you everything you need to make the claim.
If you're considering making changes to your plan, we always recommend you speak to your adviser before taking any action.
Types of claims:
- Transfers out
- Taking benefits - tax free cash and retirement income
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- Regular cash withdrawal » more
- Partial cash in
- Full cash in
- Plan at end of term
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Our address details:
If you started an Allied Dunbar plan before 31 December 2004, or a Zurich Assurance plan after 1 January 2005, please write to:
Zurich Assurance Ltd
UK Life Centre
Swindon
SN1 1EL
If you started a Zurich Assurance or Eagle Star plan before 31 December 2004, please write to:
Zurich Assurance Ltd
The Grange
Bishops Cleeve
Cheltenham
Gloucester
GL52 8XX
Our telephone details:
For Pensions: 0870 241 6950
For Pension Death and Waiver Claims: 0870 243 0827
For Life & Investment claims: 0870 241 6945
You can speak to us between 9.00am and 5.00pm.
Protecting your identity
We take our responsibility for the security of your investments and protecting your personal data seriously. When you call us, we will ask you some security questions to identify you and confirm you are the real customer. If we are not able to satisfy ourselves of your identity, then we will ask you to write to us instead. We may also require further evidence from you if you want to make a claim. We will let you know as soon as we can during the process if this is the case.
