Closed products

Keepsake box

Some of your clients may still be paying into accounts no longer available to new business.

If you or your clients wish to make changes to an existing policy, the table and documents below will enable you to see what options you have.

  Additional payments Switch funds Stop / start withdrawals Re-registration to another platform

Sterling Investment Account

Key documents
Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.
Yes Yes Yes

Whole Accounts only. Once re-registered will close and any death benefit will cease.

Sterling Investment Bond

Key documents
Yes
  
Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.
Yes Yes No

Sterling ISA

Key documents
Yes
  
Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.
Yes  Yes Yes
  
Whole Accounts only. Once re-registered will close and any death benefit will cease.

Zurich SIPP

Key documents
Yes
  
Single payments or transfers subject to minimum value of £1,000.

Regular payments from £100 a month to £1,000 a year. Existing regular payments can be increased from £25 a month to £250 a year.

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions.
 Yes Yes No

Zurich Stocks and Shares ISA

Key documents
Yes Yes Yes Yes
  
Whole Accounts only.

Zurich Investment Account

Key documents
Yes Yes Yes Yes
  
Whole Accounts only.

Contact us

Contact your Zurich Business Account Manager or call us on

Zurich Assurance Ltd

The Tri Centre
Newbridge Square
SN1 1HN Swindon
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