Manage my Pension

  • Personal details

    Changed 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

    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.

    Allied Dunbar plans

    Numbers starting with 7

    Eagle Star plans

    Numbers starting with 80, 04, 01

    Zurich plans

    All other plan numbers

    Changed your address or plan details?

    Phone our UK-based team Monday to Friday 8.30am - 6.30pm or Saturday 9.30am - 12.30pm, excluding bank holidays.

    0370 333 1500

    Please be aware that we may record or monitor calls for training or quality control purposes.

    Other reasons it’s important to keep in touch.

    Changed your retirement age or your beneficiary?

    It's important we have your correct retirement age so we can contact you with the right information at theright time.

    Things to think about:

    • Changing your retirement age may affect where your plan's payments invest 
    • There may be a restriction around retiring early 

    Your beneficiary is a person you can nominate to receive the proceeds from your pension plan in case youdie before you retire.

    To change your retirement age, or add or change your beneficiaries, call us on 0370 333 1500 (have your plan documents handy) or write to us at: Zurich Assurance Ltd, The Tri Centre, New Bridge Square, Swindon SN1 1HN.

    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.

    Download the Letter of authority docx (422 KB)

    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.

  • Plan details

    Want to change your payments?

    When you start your plan, you choose how much you want to pay in.

    • But we know that things can change – and you may want to change your payments, make a one-off payment or even stop your payments altogether.
    • 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

    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.

    Transfer my Zurich pension

    A pension transfer is the process of moving the money and assets from one pension into another.

    Here are some potential advantages of switching your old pension to us:

    • You could pay lower charges.
    • You’ll have everything in one place – one website, one statement and one plan to keep an eye on.
    • Combining your pension pots could make it easier for you to choose the retirement option when the time comes.

    However, bringing your retirement savings together into one Zurich plan may not be right for everyone. There’s no guarantee you’ll get a better income or pay lower charges by transferring, and you could lose valuable benefits or guarantees you have with your old pension.

    We strongly recommend that you speak to a financial adviser before transferring your pension.

    Alternatively, if you would like to discuss the options available to you, please contact our customer options team on the number below.

    Things to consider before you transfer your pension:

    • Your retirement objectives
    • Your attitude to investment risk
    • Features of your existing plan compared to your new plan
    • Charges you will incur
    • Is it possible to change your current plan
    • The amount of time left to run until your retirement date
    • Changes to your personal circumstances.

    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.

    Scamproof your pension

    Scammers are on the increase and they’re rubbing their hands with glee at the opportunities the new pension freedoms bring – don’t be a victim.

    Read more about how you can protect your savings here.

  • 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
    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 2400 477.

    If your plan starts with P3, please call us on 0370 241 6950.

    Our lines are open Monday to Friday 8.30am-6.30pm or Saturday 9.30am-12.30pm, excluding bank holidays.

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


    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. 

    Conventional with-profits

    Unit Linked 90:10 with-profits

    Unit Linked 100:0 with-profits

    Further information

    With-profits jargon buster

    Mortgage endowments

    Changing your funds

    If you want to take a bit more risk in exchange for better potential growth, or take less risk to try and safeguard your money, we could 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 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays

    0370 333 1500

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

    Understand investment fund charges

    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.

    Fund changes - December 2016

    We have reviewed the charges that apply to our funds to ensure they are in line with the investment expenses we incur in managing them. Following the latest review, the charges on some funds have changed from 28 November 2016. We believe that our funds continue to offer good value to our customers. Click here to see a list of affected funds.

    What this means to you: You don't need to take any action if you are invested in any of these funds, though you may want to take the opportunity to review your investments and fund selection. We aren't able to give you any financial advice so you may want to contact your financial adviser.