If your life insurance policy does not start with 'PR'

If you have a Zurich life insurance policy number that does not begin with ‘PR’, you can manage your policy online using the Zurich MyPlans portal.

young woman using laptop at home

With Zurich MyPlans, you can:

  • View details about your plans and policies
  • Find out about additional policy features (including optional benefits and add-ons)
  • Update your contact details
  • Help the environment by reducing the need for paper documentation
Sign in or register

Other ways to manage a policy that doesn’t start with PR

If you’d rather not use the Zurich MyPlans portal, or if you want to check or change something about your policy that’s not covered by the portal, here are other ways you can do this.

There are a couple of ways you can request a change of name. Please note - if you have a joint life plan and both policyholders are changing their name, we’ll need an instruction from both parties.

Complete a change of name form

To change a name, you can fill in and return our change of name form, with certified copies of the evidence required. The form explains what we’ll need, how to complete it, and where to return your completed form to.

Request a change of name over the phone

We may also be able to complete your change of name request over the phone, subject to electronic checks.

  • Call us on 0370 333 1500 Monday to Friday 9am to 5pm (except bank holidays)

Check your policy documents to see if you can make changes to your plan. We call these changes the ‘guaranteed insurability option’, 'mortgage increase option' or ‘special event benefit’.

Full details can be found in the key features and terms and conditions documents you received when you first took out your policy. If you can’t find these, or if you’d rather speak to someone, get in touch and we'll be happy to help. Our contact details are further down the page under ‘Contact Us’.

If your circumstances have changed, your plan may allow you to review and change your cover at certain times in your life.

For example, if you:

  • Increase your mortgage
  • Get married or enter a civil partnership
  • Get divorced or dissolve a civil partnership
  • Become a parent, either naturally or by adoption
  • Get a salary increase of 10% or more

You can usually change your cover without having to give us any more details about your health or lifestyle. This may depend on your age when you change your insurance.

If you have a Decreasing Mortgage Cover Plan, you can increase your cover when you increase your mortgage, take out a commercial loan or increase a commercial loan. You can also reduce your cover if you need to.

Complete the relevant form from the list below to let us know about a change of bank details. The postal address to return it to is on each 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 let us know – see ‘Contact Us’ further down this page for details of how to get in touch.

View your funds with the FundTracker tool

You can track the latest unit prices using the FundTracker tool. You will need 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.

For policy numbers that include the letters DUF or DUS, DYS, DYF, call:

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

For all other plan numbers call:

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

If you want to know about other funds available that you can invest in call:

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

Email us

Call us

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

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

Write to us

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