Zurich A/P fund
Posted: August 8th, 2022, 7:28 am
I had a successful 30 years with the Zurich AP fund. Last year at the age of 75 I had to cristalize my funds and form a new SIPP. I was not able/allowed to continue with the Zurich AP fund unfortunately I ended up with an IFA and a fund manager of his recommendation. After 9 months and a loss of 7% in value I pulled the plug and am now in limbo. The funds remain in a wrapper.
My question is, if I cant put my funds into Zurich AP is there anything that runs close to that fund that I could easily change to? My IFA recommends Prudential Cautious Funds for part.
It would be useful if anyone out there has had a similar experience and had recommendations.
My question is, if I cant put my funds into Zurich AP is there anything that runs close to that fund that I could easily change to? My IFA recommends Prudential Cautious Funds for part.
It would be useful if anyone out there has had a similar experience and had recommendations.