Smart saving with Zurich

Whether you are planning for your new home, college fees or simply for peace of mind against unforeseen events, a sensible savings plan can make all the difference. Zurich can help by offering you a wide range of saving solutions, whatever your needs may be. With our plans you can:

save from as little as €75 per month

choose the funds you want to invest in

keep track of performance 24/7

access your savings if you need to

It's time to make your money work for you

Watch your savings grow over time by putting an amount away regularly in a Zurich Savings Plus regular savings plan. Saving in a plan over the medium to long-term has the potential to give you a better chance of growing your savings compared to interest rates offered by regular savings on deposit. Investment growth calc.

Savings Plus

With a Zurich Savings Plus plan, your savings are invested in a range of investment funds depending on your attitude to risk. This plan will suit you if you want to save regularly for at least five years and want the potential to earn a good return on your savings. You have the flexibility of being able to access your savings if you need to, with options available that give you access to your money without any penalties.

Why invest your savings? 

For short term saving goals, like saving for a holiday, a bank deposit account may be your best option. For longer term goals, like education costs, investing could be a good choice. Investing in a fund can give you the opportunity to earn an inflation beating return over the medium to long term. We can help you create a personal savings plan to suit you perfectly.

Your attitude to risk

With Zurich, your savings will be invested with a view to growing your money. How that money is invested depends on how much investment risk you are prepared to accept. Everyone’s attitude to risk is different. Choosing your own savings strategy will involve deciding on the level of return you are looking for and balancing it against the level of risk you are comfortable with.

How should I expect my investments to perform?

Some people put their savings into a regular savings or deposit account with their local bank or credit union. However, over the last decade we’ve seen record low interest rates, which have led to generally lower returns for money on deposit. But when you invest your money in a savings fund, that little extra on top can become a lot extra.

Saving €150 per month with Zurich

Saving €300 per month with Zurich

Why choose zurich?

Award winning investment performance*

Our Dublin based investment team have a strong track record in delivering long-term consistent fund performance and make investment decisions every day that they think will lead to better outcomes for our customers.

One of the main funds we invest in is our flagship Balanced Fund. This fund has delivered an average return of 10.1% since its launch in 1989, and in 2021 alone, it delivered an 18.4% return.

Source: Zurich and MoneyMate, July 2022. Cumulative performance figures quoted are from fund inception date of 1/11/1989 until 01/07/2022. Annual management fees apply; the fund growth shown is gross of any annual management charge. Returns are based on offer to offer performance and do not represent the return achieved by individual policies linked to the fund.

Trust in our expertise

Zurich has been meeting the financial needs of people in Ireland for over 40 years. Our investment team, in Blackrock, Co. Dublin, is responsible for funds under management of approximately €27.5 billion, of which pension assets amount to €16.9 billion**. 

Online access 24/7

With 24/7 access to Zurich’s online client centre, you can see how your funds are performing at any stage. And with a wide range of helpful tools, calculators and videos, you’ll have access to everything you need to help you plan for your future.

Investing responsibly

We are committed to investing your funds responsibly. We want to do good, naturally, but we also want to do well in investment terms. Zurich Insurance Group is a signatory to the UN Principles of Responsible Investment since 2012. Find out more about our approach.

Take the next step

Sound advice is invaluable, so it’s a good idea to seek advice from a financial broker/advisor who can guide you through the process and help you select the right savings plan for your circumstances.

If you’d like to take the next step:

Find a financial broker or advisor in your local area

Arrange a no obligation call with a Zurich financial advisor

*Investment Provider Excellence Award, Brokers Ireland, 2021; Pension Provider Excellence Award, Brokers Ireland, 2021; Overall Excellence in Financial Service Providers Award, Brokers Ireland, 2021

** Zurich is responsible for funds under management of approximately €27.5 billion, of which pension assets amount to €16.9 billion (as at 30th September 2022).

The information contained herein is based on Zurich's understanding of current Revenue practice as at 01 November 2022 and may change in the future.

Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these products you may lose some or all of the money you invest.
Warning: The income you get from this investment may go down as well as up.
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