Investment account

Why a Zurich Investment account?

If you’ve used up your yearly ISA allowance and want to invest more, you might want to think about a Zurich Investment account. The
account provides access to a wide range of assets, giving your savings the potential for capital growth and income.
Designed for customers who have used up their ISA allowance
Provides you with a flexible means of investing and accessing your money 
Wide range of funds available to suit your objectives
Funds managed with the aim of delivering the best possible returns


Good to know...

With investment comes risk. The value of an investment can go down as well as up and you may not get back the full amount invested. Investments should only be considered for medium to long term goals (five years or more).

If you want to know more about investments and the associated benefits and risks, you can speak to your financial adviser, or learn more about our charges and interest rates.

It might be right for you if...

You want to save for the medium to long term (usually longer than 5 years) e.g. a house deposit, retirement

You want to save over and above your current yearly ISA allowance

You want to take a regular flexible income

You want potential growth by taking some risk with your money

It might not be right for you if...

You still have yearly ISA allowance available

You want to invest for less than five years

You’re not comfortable taking risks with your money - the value of your account can go down and you may get back less than you invest

You want to manage your own account

The basics

You can invest in a wide range of funds to suit your attitude to risk and investment objectives. 

It provides you with a flexible means of investing and accessing your money.

Your Investment account

Who can invest?

To start a Zurich Investment account, you must be 18 or over and have been a UK resident for the past six months. 

You can have an account in your name, jointly for you and someone else or as a trustee for someone else.

Start a Zurich Investment account

You can apply for a Zurich Investment account through your independent financial adviser, if you already have one. 

If you don’t have an adviser, you can find one in your area by visiting and reading reviews of financial advisers by visiting Zurich is not responsible for the content of external websites.

Bear in mind, you might be charged for any financial advice you receive.

Your Zurich Investment account is held in a Zurich Portfolio. Think of this as a handy place to keep your investment products.

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