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.
Sterling Investment Bond
Additional payments: Yes. Use application form or client can write in quoting policy number, enclosing a cheque and investment instructions.
Switch funds: Yes
Stop / start withdrawals: Yes
Re-registration to another platform: No
Key documents:
Zurich SIPP
Additional payments: 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.
Switch funds: Yes
Stop / start withdrawals: Yes
Re-registration to another platform: No
Key documents:
Zurich TIP
Additional payments: 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.
Switch funds: Yes
Stop / start withdrawals: Yes
Re-registration to another platform: No
Key documents:
