Zurich Target Annuity funds

Zurich Target Annuity funds can be suitable if you want to use some or all of your plan value to buy a secure lifelong income - this is called an annuity. These funds automatically switch to lower risk assets as you approach retirement. That way, they can help protect your savings from sudden falls in the stock market just before you want to retire.

However, lower risk assets have less potential for investment growth which means you could miss out on any growth as you approach retirement

The Zurich retirement planning fund range can help you plan for the retirement you want.


Tax-free cash

You can usually take the first 25% of your plan tax-free, the rest will be taxed as normal income.


More information

Zurich retirement planning fund range

For an overview of the new funds available, including the Zurich Target Annuity funds, download our guide.


Retirement planning funds pdf

Invest in the Zurich Target Annuity funds

Complete the choices form and return it to:


Zurich Assurance Ltd 10

The Tri Centre

New Bridge Square,

Swindon SN1 1HN.


Choices form pdf

If would like to know about other funds

Download the fund information form. These other funds don't automatically reduce investment risk as you approach retirement.


Information form pdf