Manage my policy
Make a claim
Pensions & retirement
Manage my pension
Change my personal details
How are my funds performing?
Savings & investments
Manage my investment
Your industry sector
Our product lines
Corporate & multinational
Protect your business
Protect your employees
Tools and training
Charity & community
Get a quote
Renew your policy
Who we cover
Apply for a job with Zurich.
A letter of authority allows someone you trust to access your financial information. Once we receive a completed letter of authority from you, we can share information with them. A letter of authority does not allow that person to act on your behalf or make any decisions.
Letter of authority docx (422 KB)
If you need someone to act on your behalf, we will need to receive a lasting power of attorney. You can find out more about this, including costs, in our guide.
Lasting power of attorney guide pdf (331 KB)
If you need to access information on behalf of someone who is unable to complete the above Letter of Authority, because they ‘lack mental capacity’, you can apply to become someone’s deputy.
You can find information to help guide you through the process on:
[Zurich is not responsible for the content of external websites]
If you're 55 or over, now could be the time to take your retirement savings.
Take a look at our tools and calculators designed to help guide you to the future you'll love.
To help bring retirement options to life, we've created scenarios based on fictitious people with different retirement aims.
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:
If you don't currently have a financial adviser, you can find one near you at:
Or you can read reviews of financial advisers at: vouchedfor.co.uk