Change my personal details | Manage my investments | 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 when you cash in your plan.

  • Making a one-off payment to your investment 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.

Taking money out of savings and investment plans

There are a number of ways you can take out money from savings and investment plans.

You can:

  • Set up regular withdrawals.

  • Take a partial withdrawal (to withdraw a portion of the money you've invested).

  • Take all your money by making a full withdrawal (to withdraw all the money you've invested - also known as 'cashing-in' or surrendering).

Next steps

You might want to speak to your financial adviser first to understand how taking out money from your plan might affect you - taking money out will affect what you get back from your investment and you may have to pay tax depending on the type of plan you have and your individual 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.


phone 0370 333 1500

To request regular withdrawals please submit the Regular withdrawal request form

Download the regular withdrawal request form



write to us

Zurich Assurance Ltd
The Tri Centre, New Bridge Square
Swindon
SN1 1HN
United Kingdom

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 future we decide to charge, we'll let you know.

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 more 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.