Changes to Zurich Portfolio's Terms and Conditions

From 6th April 2018 your terms and conditions have been updated to take into account legislative changes. These include the General Data Protection Act 2018 and changes to ISA legislation around Additional Permitted Subscriptions and allowing us to hold your ISA in a tax advantaged way if you die, while your estate is being wound up. In addition the HMRC registered pension scheme in which Retirement Accounts within a Zurich Portfolio are held has been renamed as the Personal Pension (No. 1S) Scheme. This has no impact on your Retirement Account and only the name of the pension scheme has changed. If you have any questions about these changes please contact your Adviser or us.

View the new Terms and Conditions (920KB/PDF)

Any questions?

If you have any questions about these changes, please contact your financial adviser or the Zurich Portfolio Team on:

0345 607 2013

Monday to Friday 8am until 6.30pm, Saturdays from 9.30am to 12.30pm, except on public holidays.