Zurich Retirement Account

Help and support

How do I...

Set up regular payments

You'll need to set up a new regular payment through an adviser.

Got a question?

We're here to help. If you want to be put in touch with an adviser just contact us.

Change my regular payments

To increase your regular payments, you'll need to go through your adviser.

We're here to help. If you want to be put in touch with an adviser just contact us

Reduce, suspend or stop your regular payments

You will need to complete this form and return it.

Scan the form and email to zurichportfolioteam@uk.zurich.com


Zurich Portfolio Team, PO Box 1200, Bishops Cleeve, Cheltenham, GL50 9UP


Things to think about...

Stopping or reducing payments may significantly affect the future retirement income provided by this account.

Got a question?

Call us on 0345 608 0014

Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Make a one-off payment

You can only make a one-off payment through an adviser.

We're here to help. If you want to be put in touch with an adviser just contact us.

Change my fund

Change where you invest by completing and returning this form.

Scan the form and email to zurichportfolioteam@uk.zurich.com


Zurich Portfolio Team, PO Box 1200, Bishops Cleeve, Cheltenham, GL50 9UP


Got a question?

Call us on 0345 608 0014

Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Update my bank details

To change your bank details:

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am - 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Change my contact details

Change your name

We may need to see some paperwork just to check you really have changed your name. Your Customer Navigator will give you all the details.

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Change your address

We’ll need to check it’s really you before we update your details, so give us a call.

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm and Saturdays from 9.30am to 12.30pm (except public holidays).

Change my retirement age

Getting your retirement age correct on our records is really important. That way, we can contact you with the right information at the right time.

Things to think about...

Changing your retirement age may affect where you invest. So it’s definitely time to review your fund choice and make sure it's still right for you.

To change your retirement age:

Call us on 0345 608 0014
Lines are open Monday to Friday 8.00am to 6.30pm, Saturdays from 9.30am to 12.30pm (except public holidays) .

zurichportfolioteam@uk.zurich.com

Zurich Portfolio Team, PO Box 1200, Bishops Cleeve, Cheltenham, GL50 9UP

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