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Transfer of Retirement Saver, Investment Account and Stocks & Shares ISA plans

In October 2017, Zurich announced its intention to transfer its Workplace Savings business to Scottish Widows.

We are pleased to confirm that the first stage of this transfer is on track to complete on 3rd April 2018 and that from that date the provider, scheme administrator and ISA Manager for our Retirement Saver, Investment Account and Stocks & Shares ISA plans will be changing to Scottish Widows Administration Services Limited. Confirmation of the transfer will be provided to members of these plans in early April.

Your updated terms and conditions

Please find below the links to the new terms and conditions for the Zurich Retirement Saver, Zurich Stocks & Shares ISA and Zurich General Investment Account. These new terms and conditions are effective from 1st March 2018.