Products closed to new business
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.
| Account | Additional payments | Switch funds | Stop/start withdrawals | Re-registration to another platform |
Sterling Investment Account | 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 | Yes Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions. | Yes | Yes | No |
Sterling ISA | 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 International Portfolio Bond | Yes | Yes | Yes | No |
Zurich SIPP | 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 TIP | Yes Start or increase existing regular payments (plans started from 5th May 2010 only). Regular withdrawals subject to minimum plan values. 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 | Yes | Yes | Yes | Yes Whole Accounts only. |
Zurich Investment Account | Yes | Yes | Yes | Yes Whole Accounts only. |