Zurich Investments
Manage your investment fund or investment bonds, or review your retirement investment options.
How to manage your Zurich investment portfolio
If you have an existing Zurich pension plan or savings or investments policy, including Zurich investment bonds, and want to manage, top up, or review your policy or plan, choose from the options below.
If you don’t have an online account, don’t worry – you'll have the option to set one up.
Zurich International Portfolio Bond (IPB)
If you had a Zurich IPB policy, it will now be operated by Monument Life Insurance DAC.
Locating your Zurich investment account
We understand that people can lose touch with an investment policy or plan for a number of reasons, for example if you move house or change address. You may also be looking for a policy or plan associated with a company that is now part of Zurich, for example Allied Dunbar, Allied Hambro, Hambro Life or Eagle Star. You may even be unsure if you have ever been the owner or beneficiary of a Zurich policy or plan.
Whatever your circumstances, if you want to track down a lost policy or plan, we’re here to help.
Approaching retirement?
If you are at least 55 (the current minimum retirement age), or if you are in ill health or have a protected retirement age which means you can retire earlier, then now is the time to start planning your financial future.
You’ll have a range of financial options when you decide to retire, which could include a lump sum, an annuity, or a drawdown. We’ll help you understand your options so you can make the choice that’s right for you.
Understanding and avoiding investment scams
Unfortunately, investment fraud – often in the form of fake bonds or other forms of fake fixed rate investments – is all too common.
We want to help you keep your money safe. We’ve put together a list of some of the fraudulent websites we’ve become aware of, along with some tips to help you identify a fake investment website.
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