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Pension Funds / Zurich Assurance Ltd

Self Invested Personal Pension

Key details
Fund range rating fund range rating: 4
Product type Personal Pension Plan
Premium type Single Premium
Fund switching available tick
Income withdrawal facility tick
Self-investment facility tick
Stakeholder plan cross
Loyalty bonus tick
Protected portfolio cross
Funds available within this product 140
Date 01-Apr-08
Notes on special offers: n/a

Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £10,000
Minimum amount-Transfer premium n/a

Annual withdrawal without penalty 0.00%

Allocation Rate
  100.00% - 0.00%

Product annual charges 0.00%
Product exit charges n/a
Notes: 0.06%-1.86% p.a., plus 0.55%-1.1% p.a. Fund based charge depending on level of investment

Initial commission 0.00%
Notes: Nil commission plan but initial commission of up to 8% can be taken by initial charge or establishment charge Fund based commission of up to 1% can be paid (depending on the level of initial commission taken). An additional 0.5% initial commission is available on payments into Zurich pension funds, or a reduction of 0.05% from the annual fund charge until 30/06/08
This product provider's service level

Zurich Assurance Ltd

User rating:

star rating :

Based on 74 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 4
Administration speed star rating : 4
Administration accuracy star rating : 4
Online services star rating : 4
Group scheme - premium collection star rating : 3
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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