Zurich Wealth business sold to Embark
As of 1st May 2020 a section of Zurich’s Savings & Investments business has been sold to Embark.
What does this mean for me?
Accessing your account
The following products:
- Zurich Portfolio (which includes Stocks & Shares ISA, Cash ISA, Investment Account, Retirement Account, Junior Stocks & Shares ISA and Junior Retirement Account)
- Sterling ISA
- Sterling Investment Account
have been transferred to Embark and they have taken over the operation and provision of these products. Your accounts will stay invested in the same funds or assets as they were under Zurich and continue to be covered by the Financial Services Compensation Scheme (FSCS) If you need further information on the transfer to Embark, please see our FAQs.
Customers who purchased an ISA directly from this website can still login, view your dashboard, mailbox & bookshelf, perform account maintenance, or register for online services through Embark’s Platform.
The Horizon fund range has also been transferred to Embark. If you require further information, this can be found on the Embark Horizon site.
[Zurich is not responsible for the content of external websites]
Customers whose plans are not transferring to Embark
Sterling Investment Bond accounts are not included in this transfer and the details can be found on the Sterling Investment Bond page.
If you have an Allied Dunbar, Eagle Star, Zurich Assurance or Sterling Investment Bond investment or pension plan and have a question about your plan, please speak to your adviser, or contact us on the below details:
Sterling Investment Bond
Eagle Star, Allied Dunbar and Zurich Assurance plans
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'
Life Protection Policies
All protection polices are unaffected by this sale. From 1 May 2020, you will no longer be able to view your life insurance plan through the Zurich Direct portal but you can find more information on our Manage your life insurance page.
Applying for a new ISA
If you are looking to take out an Individual Savings Account (ISA) with Zurich, unfortunately you are no longer able to do so. You can apply for an ISA from other providers through your independent financial adviser, if you already have one.
If you don’t have an adviser, you can find one in your area by visiting www.unbiased.co.uk and reading reviews of financial advisers by visiting www.vouchedfor.co.uk. Zurich is not responsible for the content of external websites.
Bear in mind, you might be charged for any financial advice you receive.