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Old zurich pension

  • 30-07-2016 10:36am
    #1
    specialized105
    Registered Users Posts: 143 ✭✭


    Hi all, looking advice on a old zurich pension plan , i recieve an annual statment but do not know what options i have.here are a few details , this plan was from an old pension plan i had when i worked at a multinational , i am on disability allowance now an will be for foreseeable future due to an RTA


    Policy type :unit-linked pension plan
    Life assured: my name
    Policy start date: 1/3/1998
    Policy status: in force paid-up
    Current premium: n/a
    Premium frequency: monthly
    Current fund value: 10,000 approx

    Couple questions i have as i could do with the money out of this

    Can i withdraw any € on this now?
    Or withdraw early?
    Could i get paid in a lump sum?
    Any other advice or as its unit linked am i snookered?

    Thanks in advance


Comments

  • #2
    Henry Ford III
    Moderators, Business & Finance Moderators Posts: 17,725 Mod ✭✭✭✭Henry Ford III


    If it's from an occupational scheme and you are 50+ taking early retirement benefits may be possible.

    25% in tax free cash could be available.


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