Zurich Target Annuity funds | Zurich

Zurich Target Annuity funds

Zurich Target Annuity funds can be suitable if you want to use some or all of your plan value to buy a secure lifelong income - this is called an annuity.

These funds automatically switch to lower risk assets as you approach retirement. That way, they can help protect your savings from sudden falls in the stock market just before you want to retire.

However, lower risk assets have less potential for investment growth which means you could miss out on any growth as you approach retirement

The Zurich retirement planning fund range can help you plan for the retirement you want.

Tax-free cash

You'll still usually be able to take up to 25% as a tax-free cash lump sum even if you choose a fund targeting secure income for life (annuity) or flexible income (flexi-access drawdown).

Zurich retirement planning fund range

For an overview of the new funds available, including the Zurich Target Annuity funds, download our guide

Retirement planning funds
pdf (1.13 MB)

Invest in the Zurich Target Annuity funds

Complete the choices form and return it to:

Zurich Assurance Ltd 10
The Tri Centre
New Bridge Square,
Swindon SN1 1HN.

Choices form pdf (33.30 KB)

If would like to know about other funds

Download the fund information form. These other funds don't automatically reduce investment risk as you approach retirement.

Information form
pdf (660.64 KB)

Still not sure if taking your pension savings as an annuity is the right option for you?

Then have a look at our other retirement planning funds: