Manage my savings and investments

To manage your savings and investment policies please contact us using the information detailed below.

For general enquiries

To update personal details

To make changes to your plan

For fund information

If you have a general enquiry about your Allied Dunbar, Eagle Star, Zurich Assurance, Sterling Investment Bond or Zurich International Portfolio Bond please speak to your adviser or contact us on the below details:

Sterling Investment Bond

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Eagle Star, Allied Dunbar and Zurich Assurance plans

For plan numbers that include the letters AF or AG, AH, AJ, DJ call:

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

For all other plan numbers call:

Our lines are open Monday to Friday 9am-5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Eagle Star, Zurich Assurance plans and any Allied Dunbar plans that have a plan number beginning with '7'

All other Allied Dunbar plans that do not have a plan number beginning with '7'

Zurich International Portfolio Bond

Please visit our web page for information about the Zurich International Portfolio Bond.

Changed your name or address?

For plan numbers that include the letters AF or AG, AH, AJ, DJ call:

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

For all other plan numbers call:

Our lines are open Monday to Friday 9am-5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Changed your bank details?

Use the relevant form below to let us know (postal address on the form).

Make sure you allow at least 13 working days for the changes to be made. If you think this will cause an underpayment of your plan please contact us.

Want to change your payments?

If you want to change your payments, make a one-off payment or even stop payments altogether, there are a few 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

For plan numbers that include the letters AF or AG, AH, AJ, DJ call:

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

For all other plan numbers call:

Our lines are open Monday to Friday 9am-5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Want to take 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, make a partial withdrawal, or withdraw all the money you've invested - also known as 'cashing-in' or surrendering.

Next steps

You may wish to speak to your financial adviser first to understand how taking money from your plan might affect you. Withdrawing money 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

For plan numbers that include the letters AF or AG, AH, AJ, DJ, if you want to cancel or cash in your plan and it’s your first enquiry call:

Our lines are open Monday to Friday 8.00am-5.30pm, excluding bank holidays.

For anything else call:

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

For all other plan numbers call:

Our lines are open Monday to Friday 9am-5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Write to us

Zurich Assurance Ltd
Unity Place
1 Carfax Close
Swindon
SN1 1AP

To request regular withdrawals please submit the Regular withdrawal request form

Set up power of attorney

Whether you need someone to access your information, act on your behalf, or if you need to access information for someone else, we’re here to help.

If you need someone to access information on your behalf

A letter of authority allows someone you trust to access your financial information. Once we receive a completed letter of authority from you, we can share information with them.

A letter of authority does not allow that person to act on your behalf or make any decisions.

If you need someone to act on your behalf

If you need someone to act on your behalf, we will need to receive a lasting power of attorney. You can find out more about this, including costs, in our guide.

If you need to access information on behalf of someone else

If you need to access information on behalf of someone who is unable to complete the above letter of authority, because they ‘lack mental capacity’, you can apply to become someone’s deputy.

You can read a wealth of information to help guide you through the process on:

Zurich is not responsible for the content of external websites.

What are funds and why are they important?

Funds allow you to choose how and where your money is invested. Some funds invest in shares, others in property or other types of assets.

The amount you get from your investment plan will depend upon the performance of the funds your plan is invested in. It is important that you choose funds that are right for your circumstances, investment objectives and attitude to risk. Over time these may change, so it is important to regularly review your fund choices. We do not charge you for changing your fund choices.

If you don't feel comfortable choosing funds that are right for you then you should consider contacting your adviser. If you don't have one you can find one near you by visiting www.unbiased.co.uk and reading reviews of financial advisers by visiting www.vouchedfor.co.uk. You may have to pay for any advice you receive.

Climate-related investment information

Climate change is becoming more and more important to all of us. We've prepared two reports to help you understand how we manage climate-related risks in relation to customer investments.

Property Fund changes

We’ve updated the investment objectives of the Zurich-managed Property funds to allow them to invest in residential property and hotels. This is to adapt the fund to changes in the way we live with more people working from home and shopping on-line as the population grows and ages. This helps spread the risk that any individual asset class may adversely impact the fund.

Funds with Russian Exposure

Some funds, mainly emerging market funds, will have an exposure to Russia. A list of these funds, with an approximate percentage exposure to Russia, can be found in the link below:

It is not currently possible for a fund manager to buy or sell Russian investments and we are not able to predict if and when the current restrictions will be lifted.

The funds in the link above are global equity and emerging market funds which continue to operate as normal. Where a fund had Russian exposure any drop in value will already be reflected in current valuations. If your overall portfolio includes a range of funds, it is likely that the Russian exposure is only a small part of its overall value. Switching into, or out of, these funds will neither increase or reduce exposure to Russian investments whilst they are unable to be traded.

If you have any questions on how your funds may be impacted by events in Ukraine, please contact your financial adviser or call us on the number below.

Zurich Investment Plans

For plan numbers that include the letters AF or AG, AH, AJ, DJ call:

Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays.

For all other plan numbers call:

Our lines are open Monday to Friday 9am-5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Get the latest unit prices with the FundTracker

To use the FundTracker you will need to have your latest statement to hand. If you've switched funds since the date of your last statement, you can still select the new fund. However, the unit price at the statement date will not be correct.

Fund prices are updated daily or weekly and the latest price shown will be the most recent price for that fund.

Once in the FundTracker you can search by:

Fund name
Or
SEDOL number if one is shown on your statement.

Can't find your fund or want to get a more detailed valuation?

Some funds on the FundTracker may not match how they appear on your statement.

If you are having problems finding your fund(s), or if you want a more detailed valuation or projection, please give us a call:

Our lines are open Monday to Friday 9am-5pm excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Funds available through Zurich

For a more detailed look at all the funds available through us, and some additional information and tools that you may find useful, please follow the links below:

Investment commentaries

Further information about the economic outlook, including views and opinions on the financial markets, can be found at www.zurich.com/en/economics-and-markets/publications

More information

The links below provide information about your plan and the with-profits funds.

You will need to know whether you have a conventional or unit linked plan.

If you have a unit linked plan, you need to know which series you invest in:

  • Series 1, 2, 2a, 2b, 3, 3b & 7 invest in the 90:10 fund
  • Series 4, 5, 6, 8 & 9 invest in the 100:0 fund

Some plans could have invested in either fund. Please look at your yearly with-profits bonus statement to make sure you choose the relevant information for you.

If you want to take a bit more risk in exchange for better potential growth, or take less risk to try to safeguard your money, we may have a fund that suits your needs.

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 make a charge for switching funds. If in future we decide to charge, we'll let you know. If you're not sure whether changing funds is the right thing to do, or which funds to choose, it's important to speak to a financial adviser.

Call us

For more information on how to change your fund, call our UK-based team from Monday to Friday 9am - 5pm, excluding bank holidays.

We may record or monitor calls for training and quality purposes.

Fund expenses

These are deducted from the funds to pay for the day-to-day activities of managing each fund and are reflected in the unit price of the fund. Fund expenses are not fixed as they change each day based on what the fund has bought or sold on a particular day.

Annual management charge

An annual management charge is deducted from the fund every day before unit prices are calculated. They could change in the future.

Initial charges

There may be an initial charge on some funds before we buy units. You’ll find more information in your plan’s key facts and terms and conditions.

Fund transaction charges

On a day when you cash in your plan, more money may be moving out of the fund (or any of the funds it invests in) than into it. In this case, some of the assets of the fund (or funds) will have to be sold and the value of your plan may be reduced to reflect the impact on the fund unit price of the costs and charges associated with the sale.

Zurich charges

For details of the charges Zurich take for your plan take a look at your plan’s key facts and terms and conditions.