Zurich retirement planning funds | Zurich

Zurich retirement planning funds

When retirement is no longer a far off dot on the horizon and you're thinking of retiring in the next 10 years, it's time to think about what you want to do with your savings. And key to planning is deciding where to invest your money.

Before you start

The retirement planning funds are only available to existing customers with the following pension plans:

  • Executive Pension Plan (plan numbers ending BC or BD)

  • Executive Retirement Plan (plan numbers ending B, BEA, BG, BGA or BH)

  • Personal Retirement Plan (Plan numbers ending DK or DKA)

  • Personal Pension Plan (Plan numbers ending DL)

  • Adaptable Pension Plan – Exec (Plan numbers ending PB-E)

  • Adaptable Pension Plan – AVC (plan numbers ending PB-F)

  • Adaptable Pension Plan – Personal (plan numbers ending PB-P)

  • Additional Voluntary Contribution Plan (plan numbers ending VA or VB)

To help you decide, we've developed a retirement planning fund range so you can invest in funds that align to your retirement goals.

We'll take you through three easy steps so you can discover more about your retirement options. And when you've decided which option is right for you, we'll tell you more about investing your money in a Zurich retirement planning fund.


Other funds

If you decide you want to invest in other funds instead, please complete our fund switch form and post to Zurich Assurance Ltd, The Tri Centre, New Bridge Square, Swindon, SN1 1HN.

Step 1

Find out more about the benefits and risks of each retirement option on 'Discover your options'

Discover your options


You can also take a look at our brochure 'Retire your way'.

Retire your way pdf (1.39MB)

gardener tending a tomato plant

Step 2

Once you've got a good idea about what you want to do, you can select a fund that matches your objectives.

For more information about the available fund ranges, including the cost of investing and other important things to think about, take a look at online guide to retirement planning funds.


Retirement planning funds pdf (1.13MB)

Step 3

If you now know what you want to do with your retirement savings, choose your selected option to find out more.

I expect to take my savings as a cash lump sum.                

I expect to buy a secure regular income for life (annuity).         

I expect to keep my savings invested and take a flexible income (flexi-access drawdown).

Remember to review

  • It's a good idea to review your fund choices following any changes to your personal circumstances and retirement goals. You can always change to another fund in the future.

  • The retirement planning funds don't take account of your personal circumstances. You'll need to review your fund choice to make sure it's right for you.

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


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


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