Important information for with-profits investors

The following links will help you find out more information about your plan and the with-profits fund. You will need to know whether you have a conventional or unit linked plan. You can find this information on your yearly statement or from the plan list.

If you have a unit linked plan, you will need to know which series you invest in. This is also shown on your yearly statement. Series 1, 2, 2a, 2b, 3, 3b & 7 invest in the 90:10 fund and Series 4, 5, 6, 8 & 9 invest in the 100:0 fund.

If you’re still unsure or want more information, please call us.  We have different numbers for some plans and give you your contact number in the letter sent with your yearly statement. Full contact details are available in the How contact us section.

Information about the with-profits fund

This gives details how the fund is managed and where it invests. It also shows details of the fund performance and bonus rates.

Conventional                 Unit linked 90:10                Unit linked 100:0

Questions you may have about your plan

These are the answers to some of the questions we are asked.

Conventional                 Unit linked

Understanding your choices

Here is some information which may help you decide whether you should continue to invest in with-profits.

Conventional                 Unit linked

Where to go for advice

Here are some details on how to seek financial advice.

How to contact us

This includes the ways you can contact us, how to update your address and what to do if you are unhappy with your plan. » more

Glossary of with-profits terms

A glossary of terms used in this section of the website and an explanation of what they mean.

 

The information contained on this website is for information purposes only and should not be used as a replacement for professional financial advice.  We recommend that you obtain appropriate financial advice before making any decisions about your plan.

 
 
Zurich Assurance Ltd, authorised and regulated by the Financial Services Authority for its life assurance, pension and investment products. Registered in England and Wales under company 02456671. Registered office: UK Life Centre, Station Road, Swindon, SN1 1EL.