The Zurich Account-Based Pension is designed to help you enjoy financial independence in retirement by paying you a regular income throughout the year at frequencies you choose. It includes a choice of investment options to suit all risk profiles.
Members of the Zurich Account-Based Pension plan can select from a range of professionally constructed investment options managed by strategic investment partners who are recognised as being amongst the best in their area of expertise. By combining these specialist investment managers with Zurich’s excellence in customer service, we are able to offer an exclusive range of investments to Australian investors.
When you apply you need to complete and submit the relevant application form attached to a current Product Disclosure Statement together with your initial investment.
Applications for Zurich Superannuation Plan are made through financial advisers. Talking to a financial adviser means you can tailor your plan to your individual circumstances.