young couple talking to an advisor

Appointment or transfer of financial adviser

Appointment or transfer

If you're appointing a new financial adviser or your existing adviser details have changed, you can let us know using the form on this page. It explains everything you need to know about the authority you're providing and how to get things moving.

advisor completing documents

If you need to change your adviser’s details

Simply complete this form and return it to us. You can send it to us by email if you wish. All policy owners will need to sign the form but the signatures can be on different forms if that is easier to arrange.

How do I contact Zurich?

If you need to contact us, it’s quick and easy to get in touch by email, over the phone or by writing to us. Here’s how:

If your life insurance policy starts with ‘PR’

Email us

Call us

Monday to Friday 9.00am to 5.30pm (except bank holidays)

Write to us

Zurich Assurance
Protection Operations
PO Box 4157
Swindon
SN4 4QB

If your life insurance policy doesn't start with ‘PR’

Email us

Call us

Monday to Friday 9am to 5pm (except bank holidays)

Write to us

Zurich Assurance - In Force
Unity Place
1 Carfax Close
Swindon
SN1 1AP