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:
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*

0035938

American Equity 1% AP 1.15%

0035983

Equity 1% AP 1.15%

0035927

European 1% AP 1.16%

0035949

Far East 1% AP 1.27%

0035961

Fixed Interest Deposit 1% AP 1.09%

0035950

Gilt Edged 1% AP 1.09%

0035994

Managed 1% AP 1.18%
B5TVRQ3 Managed Bond 1% AP

1.28%

B53MZV3 Managed Equity & Bond 1% AP 1.31%
B5KQ518 Managed Equity 1% AP 1.33%

0035972

Property 1% AP 1.46%
B5LKSJ8 Allianz Emerging Markets Equity 1% AP 2.03%
B58N1P7 BlackRock Gold & General 1% AP 2.05%
B58G769 GLG Japan CoreAlpha 1% AP 1.90%
B575TL6 Henderson Strategic Bond 1% AP 1.71%

0100825

HSBC Equity 1% AP 1.91%
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%
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.