Zurich Target Drawdown funds

Zurich Target Drawdown funds can be suitable if you want to use your retirement savings to receive a flexible income that can go up and down in retirement. You will need to transfer your savings to a new plan to move into flexi-access drawdown to take a flexible income.

The fund invests in a balanced range of equity, property and fixed income assets which gradually and automatically switch to lower risk fixed interest assets as you approach your selected retirement age.

That way, you can reduce investment risk as you approach retirement whilst still take some investment risk by continuing to invest in equities so you can benefit from any investment growth as you near 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 Drawdown funds, download our guide.


Retirement planning funds pdf

Invest in the Zurich Target Drawdown 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