It’s Time to Talk - About your Financial Future
In order to help credit union members to plan for their financial future, Finglas Credit Union Limited has collaborated with Zurich, one of Ireland’s most successful life and pension providers, to bring you a great range of financial planning solutions. There are three unique products to choose from, depending on your financial priorities.
Frequently Asked Questions
A Zurich Financial Planner will explore your needs and will develop a financial plan tailored for you.
No. Face to face contact is not necessary in Zurich’s advice process, and this is of particular benefit and reassurance given the current challenges we all face from the Covid-19 pandemic.
Zurich will arrange all financial products for you over the phone, via email or through a video call. Information can also be issued to you and returned to a Financial Planner via post.
Zurich will need to gather some personal and financial information from you in order to assess your circumstances. Zurich are required to do this under the consumer protection code but more importantly, it allows them to highlight the best solution from their range of products.
Typically, the information gathering, needs assessment and our recommendations of any products will require 2 - 3 interactions between you and Zurich’s Financial Planner.
No. As long as you retain some savings within the credit union, you will continue to be a valued member and enjoy all of the membership benefits which we provide.
If you purchase a Zurich product through this collaboration you will become a Zurich Life customer and your dedicated Financial Planner will continue to be available to you after the initial advice process. You will also have access to Zurich's online customer centre, which allows you view your personal dashboard 24/7.
WARNING: THE VALUE OF YOUR INVESTMENT MAY GO DOWN AS WELL AS UP.
WARNING: IF YOU INVEST IN THIS PRODUCT YOU MAY LOSE SOME OR ALL OF THE MONEY YOU INVEST.
Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
The Irish League of Credit Unions is regulated by the Central Bank of Ireland.
Finglas Credit Union Limited is regulated by the Central Bank of Ireland.