Who can invest?
To start a Zurich Retirement account, you must be 18 or over, have been a UK resident for tax purposes for the past six months and have relevant UK earnings.
To start a Zurich Retirement account, you must be 18 or over, have been a UK resident for tax purposes for the past six months and have relevant UK earnings.
You can apply for a Zurich Retirement account through your independent financial adviser if you already have one.
If you don’t have an adviser, you can find one in your area by visiting www.unbiased.co.uk and reading reviews of financial advisers by visiting www.vouchedfor.co.uk. Zurich is not responsible for the content of external websites.
Bear in mind, you might be charged for any financial advice you receive.
There may be more flexibility with your retirement savings than you think. Currently from the age 55, you have the opportunity to take up to 25% of your retirement savings as a tax-free sum, with different options regarding the rest.
Have a look at the ways you can access your retirement savings and the options available to you.