• About us

    Learn more about Phoenix Wealth and our commitment to you

  • Welcome to Phoenix

    We're committed to supporting you with:

    • flexible products, allowing you to top up your investments and access your money
    • high quality of customer service 
    • well governed, wide investment choice

  • Couple-working-lunch

    About Phoenix

    Phoenix Wealth is part of Phoenix Group Holdings, a FTSE 250 company. The Group has around 6.1 million policyholders and £76 billion assets held by the Groups life companies as at 01 January 2017.

    The Phoenix Group operates mainly in the UK and specialises in taking over and managing closed life and pension funds.

    Our mission is to improve returns for policyholders. Because we don't have to chase new clients, we are able to focus all our energy and expertise on improving performance outcomes for the clients we already have.

    Our size enables us to make significant investments to deliver against our commitments - through IT, customer services, and a programme of ongoing customer research.


  • Quick facts

    • We specialise in managing closed life assurance policies and our mission is to improve returns for policyholders.
    • The Phoenix Group is the largest UK consolidator of closed life assurance funds.
    • We are a FTSE 250 company which manages £76bn of assets for 6.1m clients (1 Jan 2017).
    • Our roots date back to 1782 (Phoenix Assurance).

    Learn more about Phoenix Group, our parent company.

  • Have a query about Phoenix Wealth? Give us a call on 0345 129 9993.

    Lines are open between 8.30m and 5.30pm, Monday to Friday.

    We sometimes record telephone calls to help with training, service and security.

  • This website includes products and services from Phoenix Wealth, the trading style used by Phoenix Wealth Services Limited (No. 02238458) and Phoenix Life Limited (No. 01225468).  Both of these companies are registered in England and limited by shares.

    Details of the companies offering specific products are shown in the product literature.

    ‘Phoenix Wealth’ (comprising of the companies Phoenix Wealth Holdings Limited, Phoenix Wealth Services Limited, Phoenix Life Limited, Phoenix Wealth Trustee Services Limited and Phoenix SL Direct Limited) has been acquired by Pearl Life Holdings Limited (and now forms part of the Phoenix Group - www.thephoenixgroup.com). 

    Pearl Life Holdings Limited is registered in England (4560778) at 1 Wythall Green Way, Wythall, Birmingham B47 6WG. As part of Phoenix Group Phoenix Life Limited will continue to be authorised by the Prudential Regulation Authority and regulated by the Prudential Regulation Authority and the Financial Conduct Authority; Phoenix Wealth Services Limited will continue to be regulated by the Financial Conduct Authority. Their registered office is 1 Wythall Green Way, Wythall, Birmingham B47 6WG.