Topping up in 2024 - everything you need to know

For new Personal Pension and PRSA policies

Signature Free: Be sure to use our Signature Free technology for all new clients this pension season. It's a quick, easy, and innovative way to submit business to Zurich. If you need more information or aren't sure where to start, simply speak to your Broker Consultant. 

For top ups to existing policies

Signature Free: You can use our Signature Free technology to send us in Personal Pension and PRSA top ups if you already know that the top up will result in a new policy number. As many of you will already be aware – if the policy that’s being topped up has surrender penalties, a new policy will be required. Please follow the exact same steps you would for a brand-new policy.
Signature Free will provide the fastest turn around times for pension season. 

Pension top up template: You can use our handy Pension top up template. This should be completed in full and sent to your service team. 

Master Trust Executive Pensions and Executive Pensions: You can use our handy Executive Pension top up template. This should be completed in full and sent to your service team along with evidence of current salary dated in the last 6 months. 

Group PRSA - New Top up template: As mentioned at our Retirement Essentials webinar last week, we have a new Group PRSA top up template that can be used from now on when sending us single premium Group PRSA top ups. 

All our latest Pensions Season top up forms and downloads can be found here