Transition Process

We understand that changing pension provider can be complex and that is why at Zurich our expert transition team are on hand to guide you through the process.

Making the switch

Transition is really important, it needs to go smoothly and we want to get off to the right start. Every scheme is different. For medium to large schemes we appoint a transition manager, who will look at the specific needs and develop a plan which we would then implement.

Customised plan

Whether changing job, house, or pension provider, we know that moving can be stressful. Thankfully, our team is here to ensure that the process of switching to Zurich runs smoothly from start to finish.

With almost 40 years of experience working with over 1,000 companies in Ireland, we are confident assisting customers with many varied needs. Throughout every stage of your move, we will be there to answer your questions, explain the steps in detail and take care of overseeing the whole process so that you can have peace of mind.

Our tried-and-tested transition process will guide you along the way - and we will be working right alongside you. We will meet with you to discuss your requirements, build a customised plan and lay out straightforward timelines. At Zurich, we are 100% committed to providing you with the best service so that you can be confident you are making the best choice with your employees' investment.

Advice and guidance

Communication plays an integral role in the Zurich transition plan. We engage with you and your employees at every turn in order to ensure a seamless move, hosting town hall meetings and seminars that keep everyone informed. Our Employee Engagement Team also operates one-to-one advice sessions within your workplace, saving you time by meeting with your employees directly.

When it comes to onboarding new scheme members, we take care of everything and keep you regularly updated. We know that fund transfers can be tricky, so we ensure that all funds are moved for you and without any inconvenience to your employees. Our experienced team has done this thousands of times, so your members can rest assured that their pension is in safe hands.

Our innovative approach to investment solutions and employee communications will bring your pension scheme to life and help your employees to look forward to a great retirement.

Why Zurich?

Part of the international Zurich Insurance Group, Zurich has been dealing in Corporate Pensions in Ireland for almost 40 years. With a Standard & Poor's financial strength rating of AA/stable*, it's no wonder that over 1,000 Irish businesses trust Zurich with their pension. Our dedicated team is committed to making sure your employees know that we are always on hand to meet their needs and help them to get involved with their pension.

*Source: Standard & Poor's, March 2021.  

Find out what Zurich can do for you.

To see how we can build a better company pension, take the next step and contact your pension consultant, or alternatively, get in touch with Zurich for a free consultation. Call Mark Bowers today on 01 209 2299