Manage my Savings & investments

Did you open your Stocks and shares ISA post-January 1st 2017?

You'll be able to manage your plan online in your own personal dashboard.

Did you open your Stocks & shares ISA before 2017?

Please use the information below.

  • Personal details

    Changed your name?

    Use the form below to let us know (you’ll find our postal address on the form). If you have a joint life plan and both holders are changing their names, you’ll need to complete one form each.

    Change of name form


    Changed your bank details?

    Use the relevant form below to let us know (postal address on the form).

    Make sure you allow at least 13 working days for the changes to be made. If you think this will cause an underpayment of your plan please contact us.

    Allied Dunbar plans

    Numbers starting with 7

    Eagle Star plans

    Numbers starting with 80, 04, 01

    Zurich plans

    All other plan numbers


    Changed your address?

    Phone our UK-based team Monday to Friday 8.30am - 6.30pm or Saturday 9.30am - 12.30pm, excluding bank holidays.

    0800 966 233

    Please be aware that we may record or monitor calls for training or quality control purposes.

    Find out more about why it’s important to stay in touch.

  • Plan details

    Want to change your payments?

    If you want to change your payments, make a one-off payment or even stop payments altogether, there are a few things to consider:

    • There may be restrictions on the amount you can pay into your plan.
    • Stopping or reducing payments may have a significant effect on the amount you get back when you cash in your plan.
    • Making a one-off payment to your investment plan may be subject to a tax charge.
    • We strongly recommend you speak to a financial adviser before making additional payments.
    • We only offer direct debit collection dates of the 1st or 14th of the month.

    Call us

    Phone our UK-based team Monday to Friday 8:30 – 6:30pm or Saturday 9:30am – 12:30pm, excluding bank holidays.

    0800 966 233

    We may record or monitor calls for training and quality purposes.


    Want to take money out of savings and investment plans?

    There are a number of ways you can take out money from savings and investment plans.

    You can: Set up regular withdrawals, make a partial withdrawal, or withdraw all the money you've invested - also known as 'cashing-in' or surrendering.

    Next steps

    You may wish to speak to your financial adviser first to understand how taking money from your plan might affect you. Withdrawing money will affect what you get back from your investment, and you may have to pay tax depending on the type of plan you have and your individual circumstances.

    Call us

    Phone our UK-based team from Monday to Friday 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays.

    We may record or monitor calls for training and quality purposes.

    0800 966 233

    To request regular withdrawals please submit the Regular withdrawal request form

    Download the regular withdrawal request form

    Write to us

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

    Transfer my ISA

    To transfer an existing ISA into a Zurich Stocks and shares ISA, simply complete download and complete the following form.

    Download transfer form

    You can then either scan it in and email it back us us at zurichportfolioteam@uk.zurich.com

    Alternatively, you can post it back to:

    Zurich Portfolio Team,

    PO Box 1200,
    Bishops Cleeve,
    Cheltenham,
    GL50 9UP

    If you need any further information, call us on 0345 608 0014.

    Lines are open Mon-Fri 8am-6.30pm and 9.30am-12.30pm Sat. We may record or monitor calls to improve our service.

    If your existing ISA is a Cash ISA, you need to be aware of the extra risks involved when transferring to a Stocks & shares ISA.

    Top-up my current ISA

    The annual allowance limits the amount you can deposit into your ISA and stands at £20,000 for the 2017/2018 tax year. 

    Regular payments

    - Sign in to your Dashboard
    - Go to 'Zurich Stocks and shares ISA'
    - Click on ‘Get the Details' and then 'Set up a regular payment'.

    Set up a regular payment

    One-off payment

    - Sign in to your Dashboard
    - Go to 'Zurich Stocks and shares ISA'
    - Click on ‘get the Details' and then 'Making a one-off payment'.

    Set up a one-off payment


    Set up power of attorney

    Whether you need someone to access your information, act on your behalf, or if you need to access information for someone else, we’re here to help.

    If you need someone to access information on your behalf

    A letter of authority allows someone you trust to access your financial information. Once we receive a completed letter of authority from you, we can share information with them. A letter of authority does not allow that person to act on your behalf or make any decisions.

    Download the Letter of authority docx (422 KB)

    If you need to access information on behalf of someone else

    A letter of authority allows someone you trust to access your financial information. Once we receive a completed letter of authority from you, we can share information with them. A letter of authority does not allow that person to act on your behalf or make any decisions.

    Download the Letter of authority docx (422 KB)

  • Funds

    Get the latest unit prices with the FundTracker

    To use the FundTracker you will need to have your latest statement to hand. If you've switched funds since the date of your last statement, you can still select the new fund. However, the unit price at the statement date will not be correct.

    Fund prices are updated daily or weekly and the latest price shown will be the most recent price for that fund.

    Once in the FundTracker you can search by:

    Fund name
    Or
    SEDOL number if one is shown on your statement.

    View your funds


    Can't find your fund or want to get a more detailed valuation?

    Some funds on the FundTracker may not match how they appear on your statement.

    If you are having problems finding your fund(s), or if you want a more detailed valuation or projection, please give us a call: 0370 333 1500.

    Our lines are open Monday to Friday 8.00am-6.30pm or Saturday 9.30am-12.30pm, excluding bank holidays.

    We may record or monitor calls for training and quality purposes.



    With-profits

    The links below provide information about your plan and the with-profits funds. 

    You will need to know whether you have a conventional or unit linked plan.

    If you have a unit linked plan, you need to know which series you invest in: 

    Series 1, 2, 2a, 2b, 3, 3b & 7 invest in the 90:10 fund 

    Series 4, 5, 6, 8 & 9 invest in the 100:0 fund 

    Some plans could have invested in either fund. Please look at your yearly with-profits bonus statement to make sure you choose the relevant information for you. 

    Conventional with-profits 

    Unit Linked 90:10 with-profits 

    Unit Linked 100:0 with-profits 

    Further information 

    With-profits jargon buster 

    Mortgage endowments

    Changing your funds

    If you want to take a bit more risk in exchange for better potential growth, or take less risk to try and safeguard your money, we could have a fund that suits your needs. 

    Depending on your plan, you may be able to: 

    Switch - move some or all of your money into different funds. 

    Re-direct - change the funds into which your future payments invest.  

    We don't make a charge for switching funds. If in future we decide to charge, we'll let you know. If you're not sure whether changing funds is the right thing to do, or which funds to choose, it's important to speak to a financial adviser 

    Call us 

    For more information on how to change your fund, call our UK-based team from Monday to Friday 8.30am - 6.30pm and on Saturday 9.30am - 12.30pm, excluding bank holidays 

    0370 333 1500 

    We may record or monitor calls for training and quality purposes.

    Understanding investment fund charges

    Fund expenses 

    These are deducted from the funds to pay for the day-to-day activities of managing each fund and are reflected in the unit price of the fund. Fund expenses are not fixed as they change each day based on what the fund has bought or sold on a particular day. 

    Annual management charge

    An annual management charge is deducted from the fund every day before unit prices are calculated. They could change in the future. 

    Initial charges

    There may be an initial charge on some funds before we buy units. You’ll find more information in your plan’s key facts and terms and conditions. 

    Fund transaction charges

    On a day when you cash in your plan, more money may be moving out of the fund (or any of the funds it invests in) than into it. In this case, some of the assets of the fund (or funds) will have to be sold and the value of your plan may be reduced to reflect the impact on the fund unit price of the costs and charges associated with the sale. 

    Zurich charges

    For details of the charges Zurich take for your plan take a look at your plan’s key facts and terms and conditions. 

    Fund changes - December 2016

    We have reviewed the charges that apply to our funds to ensure they are in line with the investment expenses we incur in managing them. Following the latest review, the charges on some funds have changed from 28 November 2016. We believe that our funds continue to offer good value to our customers. Click here to see a list of affected funds. 

    What this means to you: You don't need to take any action if you are invested in any of these funds, though you may want to take the opportunity to review your investments and fund selection. We aren't able to give you any financial advice so you may want to contact your financial adviser.