My Dashboard

The Client dashboard is designed to show an overall view of the policy(ies) you have with Zurich Life. Any protection benefits you have through a Group arrangement with Zurich Life are excluded. Any annuity policies purchased on a group basis, and any individual annuities purchased prior to June 2011, are excluded.

On regular premium policies, the premium shown is the annualised premium.

Any values shown are based on the latest information available. Fund values viewed prior to the daily bid prices being declared are based on the previous working day's prices. The values shown include special dividends and are net of encashment penalties, where applicable. Values shown are not guaranteed, and they can fall as well as rise. You should refer to your policy document(s) for the conditions applicable to the payment of benefits under your policy(ies). Asset splits shown are based on the latest available information. Vested PRSA policies are included in the Pension section, and not in the Post-Retirement section.

For Savings/Investment policies issued after 1st January 2001 the Encashment Value is subject to Exit Tax on any gains, at the rate applicable when the encashment request is received by Zurich.

Premiums shown are exclusive of the insurance levy.

The protection benefits included are those on your life only. Any protection benefits on other lives insured on your policy(ies) are not included.

The Risk Rating for additional assets is based on the asset information input by you/your financial advisor and Zurich has no knowledge of any other assets held by you. The Risk Rating for additional assets does not constitute advice from Zurich Life and independent advice should be sought from your financial advisor.

The figures shown in the 'HISTORY' graph are aggregated historical fund values for your Pension and PRSA contract(s).

Values are provided monthly for the most recent 2 years and annually before that. Fund values are based on the latest declared bid prices. Any Surrender Penalties, Special Dividends and other bonuses are not applied.

Values shown only include In Force contracts. Values shown are the 1st of the month for the most recent 2 years and the 1st of January for values before that.

The data is provided from the start of your first contract. No values from before January 1st 2000 are provided. Where you do not have a contract in force for longer than 3 months, no graph is displayed; where you currently or previously have exposure to any self-directed investments no graph is displayed.

*Source: Zurich and MoneyMate, June 2025. Prisma 3 Fund has 3.4% annualised returns over 10 years, compared to a market average of 2.6%. Prisma 4 Fund has 6.2% annualised returns over 10 years, compared to a market average of 4.8%. Prisma 5 Fund has 8.8% annualised returns over 10 years, compared to a market average of 6.7%. The constituents of the Market Average are multi-asset funds available from Life Company peers in the Irish market (Irish Life Assurance Company, Standard Life Assurance Company, New Ireland, Aviva), which target a similar level of volatility to the respective Prisma fund. Where a provider has multiple fund ranges, we use the most prominent, and where risk targeting methodologies differ, we seek to use the most comparable fund. All unit price information is sourced from Fund Focus (MoneyMate). Performance figures are provided gross of annual management charges (AM) by MoneyMate. Performance figures for all fund managers are based on close of markets prices 30/06/2025, based on best available information. Annual management fees apply. Returns are based on offer to offer performance and do not represent the return achieved by individual policies linked to the funds.

The information contained herein is based on Zurich's understanding of current Revenue practice as at 1st August 2025 and may change in the future.