Zurich Investment Account

Help and support

Payments - How do I... 

Set up a new regular payment

You can set up new regular payments by completing this form and returning it.

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).

Change my payments

You change your regular payments by completing this form and returning it.

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).

Make a one-off payment

You can make a one-off payment by completing this form and returning it.

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).

Withdrawals - How do I...

Set up regular withdrawals

You can set up regular withdrawals by completing this form and returning it.

If you want to pay these into a different bank account, we need to check it belongs to you first. So there's no delays in setting up your withdrawal, please post the section you have completed along with an original recent bank statement, paying in slip or voided cheque - sorry, we can't accept an online bank statement.

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

As the form explains, if we’ve already checked your bank details, you can also:

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).

Change regular withdrawals

You can change your regular withdrawals by completing this form and returning it.

If you want to pay these into a different bank account, we need to check it belongs to you first. So there's no delays in setting up your withdrawal, please post the section you have completed along with an original recent bank statement, paying in slip or voided cheque - sorry, we can't accept an online bank statement.

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

As the form explains, if we’ve already checked your bank details, you can also:

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).

Stop regular withdrawals

To stop taking regular withdrawals, please call the Zurich Portfolio Team on 0345 608 0014 or complete and return this form.

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


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

Make a one-off withdrawal

You can make a one-off withdrawal by completing this form and returning it.

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).

Other help - How do I...

Change my contact details

Change your name

We may need to see some paperwork just to check you really have changed your name. Give us a call on the number below and we’ll let you know what we need.

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).

Update your bank details

To change your bank 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 my fund

Change the fund you are invested in by completing this form and returning it.

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).

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