Change my plan details | Manage my pension | Zurich

Change my plan details

Change my payments

When you start your plan you choose how much you want to pay in.

But of course, things change and you may want to change your payments, make a one-off payment or even stop your payments altogether.

Things to consider:

  • There may be restrictions on the amount you can pay into your plan.

  • Stopping or reducing payments may have a significant effect on the amount you get back in your plan.

  • Making a one-off payment to your pension plan may be subject to a tax charge. We strongly recommend you speak to a financial adviser before making additional payments.

  • We only offer direct debit collection dates of the 1st or 14th of the month.

Call us

Phone our UK based team from Monday to Friday 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Change my funds

If you want to take a bit more risk in exchange for better potential growth, or take less risk to try and safeguard your money, we could have a fund that suits your needs.

With a wide range of funds to choose from, you should be able to find a fund that meets your aims and attitude to risk.

Depending on your plan, you may be able to:

  • Switch - move some or all of your money into different funds

  • Re-direct - change the funds into which your future payments invest.

We don't currently make a charge for switching funds. If in the future we decide to charge, we'll tell you.

Need advice?

If you're not sure if changing funds is the right thing to do or you're not sure which funds to choose, it's important you speak to a financial adviser to get advice.

Call us

For information on charges, cut-off times or to request a switch form

Phone our UK based team from Monday to Friday 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Transfer my Zurich pension

A pension transfer is the process of moving the money and assets from one pension into another.

Although it may seem sensible to have all your pensions in one place, it's not always the best option. We strongly recommend that you speak to a financial adviser before transferring your pension.

Alternatively, if you would like to discuss the options available to you, please contact our customer options team on the number below. They can discuss the options available to you, in a balanced way without giving advice, clearly stating any advantages or disadvantages.

If you make the decision to transfer, we'll give full details of the process.

Things to consider before you transfer your pension:

  • Your retirement objectives

  • Your attitude to investment risk

  • Features of your existing plan compared to your new plan

  • Charges you will incur

  • Is it possible to change your current plan

  • The amount of time left to run until your retirement date

  • Changes to your personal circumstances.

Call us

Phone our UK based team from Monday to Friday 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.