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Zurich is closing a number of Zurich AP pension funds

27 August 2019

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Zurich is closing a number of funds on the ex-Allied Dunbar pension products

We're simplifying our fund range in order to make it easier when your clients need to make investment choices for their retirement by closing some funds.

This Fund Closure Schedule tells you which funds we're closing, when we're closing them and which fund we'll switch your clients' investment to when each fund closes unless any of your clients tell us to switch to a different fund.

Our fund range will continue to offer your clients investment options suitable for a wide range of investment objectives. Where funds are closing, there will continue to be one or more funds with similar investment objectives and lower or same fund charges.

Products affected by closure

The funds we’re closing are on one or more of the following products:

Adaptable Pension Plan (PB)
Additional Voluntary Contribution Plan (VA/VB)
Executive Pension Plan (BC/BD)
Executive Retirement Plan (BE/BEA/BH/BG)
Growth Retirement Plan (AK, CK, CKA)
Income Withdrawal Account Personal Retirement Plan (DK/DKA)
Personal Pension Plan (DL)

How will we communicate this closure?

We’ll write to you with a list of your clients invested in these funds. We’ll also write to your clients but if any of them contact us, we’ll strongly advise them to contact you for more information.