Introducing Financial Planning For Our Members - Capital Credit Union
Capital Credit Union

Introducing Financial Planning For Our Members

Introducing Financial Planning For Our Members

Capital Credit Union in association with Zurich will enable our members to avail of advice in relation to pensions, life protection and long-term saving solutions.

Planning your financial future doesn’t need to be hard and to help you, Capital Credit Union have partnered with Zurich Life Assurance plc (Zurich) – one of Ireland’s leading pension and life providers.

What This Means

This scheme gives our members access to financial planning with Zurich on three products.

The three products for you to choose from, depending on your financial priorities, are Long-Term Savings & Investments, Pensions and Life Protection. This scheme will enable our members to set up a consultation, via phone or video call, with a Zurich Financial Planner. The Financial Planner will assess your needs and objectives before providing a tailored solution for you.

Why Is Financial Advice Important

It is now more important than ever to think about where your income will come from when you retire and setting up a pension plan will be of particular interest to members.

A nationally representative survey carried out by Zurich in 2021 showed for those in employment, 64% are not provided with a company pension which highlights the challenges people face when trying to save for their retirement.

According to Gerry McConville, CEO of Capital Credit Union

“While many of us don’t like to think or talk about the future, having a financial plan in place to deal with future financial needs is imperative. We are delighted to collaborate with Zurich to introduce this product range to our members.

Whether it’s a long-term savings plan to cover the cost of children’s education, a pension plan to prepare for retirement or a plan to deal with an unexpected illness, putting a plan in place will not only provide peace of mind but it can also ensure that the person is financially prepared to deal with these significant financial challenges.”

According to Joe Creegan, Head of Corporate Life and Pensions, Zurich

“We’re delighted to work with Capital Credit Union to make these financial planning solutions available to their members. The COVID-19 pandemic highlighted the importance of saving money and early financial planning. As a company, we pride ourselves on the service which we give to our customers, and this is something which is deeply important to credit unions as well.’’

Want To Find Out More?

If you are interested in learning more about financial planning with Zurich, you can visit our website here, which includes a full list of FAQs.

Alternatively, if you’d like to contact Zurich directly, you can set up a call-back here.