Saving for a rainy day
Sometimes we have a savings goal and sometimes we just want to save regularly for peace of mind, safe in the knowledge that the money will come in handy when it’s needed.
Sensible savings
Whether you are planning for your new home, a perfect wedding, college fees, or simply for peace of mind against unforeseen events, a sensible savings plan can make all the difference. Organising your savings might seem like a major task so it’s easy to keep putting it off. But once you get started you’ll find it is quite straightforward. Of course, you don’t have to do it alone. We are here to help however we can.
A better alternative
Do you have money held on deposit? Have you ever considered investment bonds? Investment bonds allow you to invest a lump sum in a number of available funds. Zurich’s investment bond and savings plans are alternative options to deposits that are worth considering as you decide where your money is invested.
Getting started
Our Budget Calculator enables you to quickly assess your monthly income and expenses so you’ll know how much you can afford to comfortably save. Our Personal Annual Budget Spreadsheet will help you to manage your income and expenses effectively throughout the year and our Risk Profiler allows you to work out your attitude towards investment risk, helping you to choose the best funds for you.
Flexibility
Zurich offers a range of investment solutions and once you set up a saving policy with Zurich, the rest is simple. As a customer, you can login securely to our online Client Centre where you can see how your funds are performing, view the details of your policy, change your contact details and review any policy documentation.