Plan number starts with 'P' and includes PB/P or PB/F (Adaptable Pension Plan)

Making sure you are invested in the right fund(s) for you is important as this will affect the size of your pension pot when you decide to take your retirement benefits. Details of the funds available to you and information about how to change funds are below.

Changing your fund choice

If you want to change your fund choice please download, print and complete the fund choices form and return it to:

Zurich Assurance Ltd
The Tri Centre
New Bridge Square
Swindon
SN1 1HN

Alternatively, you can take a photo or scan of the completed form (both sides) and email it to us at customerwebservice@uk.zurich.com

Any queries, please contact us on 0370 241 6950.


Zurich Retirement Planning Funds

Our fund range includes Retirement Planning Funds which may be suitable if you are intending to retire before 2028 and want to gradually reduce investment risk in exchange for reduced potential for investment growth. Find out more information about our Retirement Planning Funds.


Our full range of funds

In addition to our retirement planning funds, the table below lists all the other available funds for your plan.

Sedol Code Fund Name Fund Charge*
35938 American Equity 1% AP 1.15%
B5KPRT7 American Select 1% AP 1.16%
35983 Equity 1% AP 1.15%
35927 European 1% AP 1.16%
35949 Far East 1% AP 1.27%
35961 Fixed Interest Deposit 1% AP 1.09%
35950 Gilt Edged 1% AP 1.09%
35994 Managed 1% AP 1.18%
B5TVRQ3 Managed Bond 1% AP 1.32%
B5W6WY8 Managed Bond Focused 1% AP 1.29%
B53MZV3 Managed Equity & Bond 1% AP 1.31%
B5KQ518 Managed Equity 1% AP 1.33%
B5BJJD6 Managed Equity Focused 1% AP 1.32%
35972 Property 1% AP 1.46%
B59NV78 7IM AAP Adventurous 1% AP 1.84%
B51KX71 7IM AAP Balanced 1% AP 1.79%
B52JOP4 7IM AAP Moderately Adventurous 1% AP 1.80%
B5V4TJ7 7IM AAP Moderately Cautious 1% AP 1.80%
B59W9R1 7IM Adventurous 1% AP 2.16%
B52N3Q8 7IM Balanced 1% AP 1.95%
B561PB7 7IM Moderately Adventurous 1% AP 2.02%
B5BRTX0 7IM Moderately Cautious 1% AP 1.89%
B5LKSJ8 Allianz Emerging Markets Equity 1% AP 2.03%
100762 Baring European 1% AP 2.11%
100773 Baring Far East 1% AP 2.40%
B58N1P7 BlackRock Gold & General 1% AP 2.05%
B53KX57 Deutsche Managed Sterling 1% AP 1.10%
738196 Fidelity Managed 1% AP 2.74%
B58G769 GLG Japan CoreAlpha 1% AP 1.90%
B57FP85 Henderson European Selected Opportunities 1% AP 1.95%
B575TL6 Henderson Strategic Bond 1% AP 1.71%
100825 HSBC Equity 1% AP 1.91%
100803 HSBC European 1% AP 1.91%
100814 HSBC Far East 1% AP 1.73%
100795 HSBC US Equity 1% AP 1.16%
B565SF4 Invesco Perpetual Corporate Bond 1% AP 1.81%
B57K007 Invesco Perpetual Income 1% AP 1.86%
B5WGLF2 JPM Natural Resources 1% AP 1.90%
B5NB1K1 Kames Ethical Equity 1% AP 1.79%
B59LMT1 M&G Corporate Bond 1% AP 1.66%
B57H0S6 M&G Gilt & Fixed Interest Income 1% AP 1.76%
738130 Schroder Managed Balanced AP 1.60%
B5VW7P3 Schroder UK Alpha Plus 1% AP 1.92%
B57DRV6 Stewart Investors Asia Pacific Leaders 1% AP 1.80%

*The fund charges quoted in this table are the charges deducted within the funds and reflected in the fund price. Other charges may apply to your pension plan as explained in your product Terms & Conditions.