Manage my Life insurance

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Advised customers

If you purchased your life insurance through an adviser on or after
4th September 2018

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Direct customers

If you purchased your life insurance directly from this website between 16th October 2017 and 25 September 2018

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Bought after 26th Sept 2018

If you purchased your life insurance directly from this website after 26 September 2018

Don't have an online account?

If you can't sign in to a dashboard above or would like to get in touch, please use the information below to manage your policy.

  • Amend your Policy

    Change your name

    Use the form below to let us know (you’ll find our postal address on the form). If you have a joint life plan and both holders are changing their names, you’ll need to complete one form each.

    Change of name form (126 KB/PDF)

    Want to change plan details?

    Email us

    Zurich.Customer.Service@uk.zurich.com

    Call us

    Phone our UK-based team Monday to Friday 8:30am – 6:30pm or Saturday 9:30am – 12:30pm, excluding bank holidays.

    0370 333 1500

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

    Write to us

    Zurich Assurance Ltd
    New Bridge Square
    Swindon
    SN1 1HN

  • Funds

    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

    View your funds


    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: 0370 333 1500.

    Our lines are open Monday to Friday 8.00am-6.30pm or Saturday 9.30am-12.30pm, 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, please follow the links below:

    Funds started through Allied Dunbar plans
    Funds started through Eagle Star plans
    Funds started through Zurich plans after 2004
    Funds started through Zurich plans started before 2005

  • Change of circumstances

    Putting your life insurance into trust

    When you put your life insurance in trust, you choose who receives the pay out. And when the time comes, they'll usually receive it quickly and in a tax-efficient way, understand which trust might be suitable for your circumstances.

    Read more

    In the event your circumstances have changed, the Level Protection Plan and the Adaptable Life Plan 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.

    Plan documents

    Check your plan documents to see if you can make changes to your plan. In our Level Protection Plan and the Decreasing Mortgage Cover Plan documents we call this change the ‘guaranteed insurability option’ and in the Adaptable Life Plan documents, it’s called ‘special event benefit’.

    Full details can be found in the key features documents you received when you first took out your plan.

    Decreasing Mortgage Cover

    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.

  • Power of Attorney

    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.

    Letter of authority docx (422 KB)

    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.

    Lasting power of attorney guide (331 KB)