Zurich Target Drawdown funds | Zurich

Zurich Target Drawdown funds

Zurich Target Drawdown funds can be suitable if you want to use your retirement savings to receive a flexible income that can go up and down in retirement. You will need to transfer your savings to a new plan to move into flexi-access drawdown to take a flexible income.

The fund invests in a balanced range of equity, property and fixed income assets which gradually and automatically switch to lower risk fixed interest assets as you approach your selected retirement age.

That way, you can reduce investment risk as you approach retirement whilst still take some investment risk by continuing to invest in equities so you can benefit from any investment growth as you near 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 flexible income (flexi-access drawdown) or secure income for life (annuity).

Zurich retirement planning fund range

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

Retirement planning funds
pdf (1.13 MB)

Invest in the Zurich Target Drawdown 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 drawdown is the right option for you?

Then have a look at our other retirement planning funds: