Frequently asked questions

Last Updated: January 2020

 
 

 
 

 
 

 
 

Can I increase / decrease monthly contributions to my regular premium pension policy?

Yes, to do this we just need a clear signed instruction detailing the new premium amount you wish us to collect. This must be signed by the policyowner and we can accept it by fax, post or a scanned email instruction. It will apply from the next direct debit date.

 
 

I would like to take a premium holiday. What do I need to do?

We recommend you speak to your financial advisor and get some advice before doing this as it may impact your pension amount at retirement. If you decide to go ahead we need a clear signed instruction. We normally put a policy into skip for a period of one year unless you contact us with alternate instructions.

 
 

I want to review my options on retirement. What do I do?

The simplest way of reviewing your options is to contact your Financial Advisor or alternatively our Customer Support Team on 01 799 2711. We recommend that you speak with your advisor as they are best qualified to review your current financial plan and offer advice on optimising your retirement planning

 
 

Can I increase / decrease monthly contributions to my regular premium savings policy?

Yes, to do this we just need a clear signed instruction detailing the new premium amount you wish us to collect. This must be signed by all policyowners and we can accept it by fax, post or a scanned email instruction. It will apply from the next direct debit date.

 
 

How do I surrender my policy?

Please send in a written instruction signed by all policy owners confirming that you wish to surrender the policy. Please indicate on your surrender instruction whether you would like the proceeds returned to the premium paying account. For Money Laundering Purposes you may need to provide identification documents should they not already be on file.

For convenience you may download our Payment Request Form and this contains a helpful checklist with requirements for submission.

Funds will be disinvested using the prices declared the day after receipt of a valid instruction. We recommend you speak to your financial advisor and obtain financial advice before submitting your claim.

 
 

I would like to change the bank account you collect my premiums from.

To do this we require you to complete a new direct debit mandate form. We can either send this to you for completion by post OR the debit mandate is available to download here .Once you have completed the mandate with your new details and signed this, you can simply return this to us either in the freepost envelope we have sent out or alternatively you can scan this instruction and send it to us at customerservices@zurich.ie On receipt of this form, we will update our records and confirm to you once done.

 
 

I want to change my address. What do I do?

Very simply you can opt to either telephone our Customer Support Team on 01 799 2711 and once your identify has been verified we can change this immediately for you or alternatively you can send us a signed instruction noting your new address - this can either be scanned and sent by email to our customerservices@zurich.ie mailbox or sent by post to our offices at Zurich Life, Zurich House, Frascati Road, Blackrock, Co Dublin.

 
 

How do I cancel my policy?

Please send in a written instruction signed by all policy owners confirming that you wish to cancel the policy. We recommend you speak to your financial advisor and obtain financial advice before cancelling any protection policy.

 
 

The information contained herein is based on Zurich Life's understanding of current Revenue practice as at October 2018 and may change in the future.

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