Zurich Target Lump Sum funds

Zurich Target Lump Sum funds can be suitable if you want to take your plan as cash when you retire.

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

Invest in the Zurich Target Lump Sum fund

Complete the choices form and return it to:

Zurich Assurance Ltd 10
The Tri Centre
New Bridge Square
Swindon SN1 1HN

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.