Savings and Investment FAQs

I am concerned about the impact of COVID-19 on the value of my savings or investment plan – what can I do?

We understand that you may be concerned about recent investment market falls. You should take time with your Financial Broker or Financial Advisor to review and refine your current investment strategy, rather than making a sudden decision.

What can I do to protect the value of my savings or investment from this market volatility?

During turbulent times such as now and the impact the COVID-19 pandemic has had on investment markets it is worthwhile bearing in mind the five principles of long-term investing:
1.            Stay disciplined

2.            Volatility is part of investing

3.            Keeping money in cash is not the long-term answer

4.            Over the long-term, holding money in riskier assets is rewarded

5.            Diversify, diversify, diversify

Our investment experts have produced information on the five principles which we hope you find useful. For more click here. Before making any decision you should speak to your Financial Broker or Financial Advisor who will help you to review and refine your current savings/investment strategy.

Can I find out the value of my savings or investment plan online?

Yes you can once you have your sign-in details for the Zurich Client Centre. To sign-in or to request your login details, click here.

Can I reduce or stop my savings premiums?

If you are unable to pay your premium you can reduce or stop your premiums at any time. You can also take a premium holiday of up to three months. If you take a premium holiday, your premiums will automatically restart at the end of the holiday, helping you to get your savings back on track.

 

Can I have my regular withdrawal paid into my bank account instead of by cheque?

Yes you can. Simply provide us with your bank account details and we will confirm to you when this is set-up.

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