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Investment fund charges - December 2016

20 December 2016

We have reviewed the charges that apply to our Zurich Life and Pension funds to ensure they are in line with the investment expenses we incur in managing the funds that we offer.


Following the latest review, the charges on some funds have changed from 28 November 2016. Details of the revised charges for affected funds can be downloaded HERE (Savings and investments) and HERE (Pensions and retirement).

In making these changes, we believe that our funds continue to offer good value to our customers.

For the majority of customers who hold affected funds, the impact is modest - in most cases less than a £10 annual increase in fund charges, depending upon the plan value. We have therefore not written to all customers who are invested in affected funds. A copy of the customer letter can be downloaded HERE. The Zurich Assurance website has also been updated to reflect these changes.

Full details of the funds we offer can be found in Fundzone.