• About us

    We're here to help give you flexibility with your retirement and estate planning, by ensuring you get the most out of your existing policies.

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    Welcome to Phoenix Wealth

    Phoenix Wealth is part of the Phoenix Group, created to bring you a strong combination of:

    • the heritage developed by AXA Wealth in the life and pensions market
    • the exclusive focus on the UK life and pensions market and scale brought by the Phoenix Group. 

    We offer the UK-based pensions and investments previously offered by AXA Wealth, after the Phoenix Group bought this part of AXA Wealth in 2016. If you'd like to find out more about the sale, you can read our press release.

    We're committed to supporting you with:

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

    We are exclusively focused on supporting you as an existing customer and we accept:

    • transfers-in, ad-hoc top ups and increases to regular contributions into existing pension policies
    • new members into existing Family Suntrust schemes,
    • and top ups into existing Investment Bond policies.

    Because we don't take on new clients or set up new policies, this means we can apply all our efforts to helping you get the most out of your existing, feature-rich, policies.

  • About the Phoenix Group

    Phoenix Wealth is part of the Phoenix Group, which:

    • Specialises in managing closed life assurance policies and whose mission is to improve outcomes for their customers.
    • Has scale in what it does - it's the UK's largest consolidator of closed life assurance funds.
    • Is one of the larger FTSE 250 companies, managing £76bn of assets for 6.1m clients (31 December 2016).
    • Has roots dating back to 1782 (Phoenix Assurance) and manages a large number of historically well-known brands, such as Pearl Assurance, Britannic and Royal & Sun Alliance (Life).
    • Is financially resilient, with a Solvency II surplus of £1.9 billion (31 December 2016).
    • Values employee experience and expertise. The Group currently employs around 1,300 people and has been voted as one of the UK's Top Employers for the last five years running.
    • Is active in protecting investors from pension scams. The Group has invested in research and communications to customers to help prevent them from being affected.
    • Continuously invests in technology, such as improving online access for customers.

    Phoenix Wealth has no legal right of access to the assets of the Phoenix Group.

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    Phoenix Group in the community

    As a group, we believe in making a positive difference in the community, and supporting staff in a wide range of fund raising efforts. Here are some highlights:

    • £581,384 donated to the Air Ambulance charities since our partnership began in April 2014.
    • £14,688 donated through our staff-matched fundraising scheme, for causes supported by employees and their families (2016).
    • £60,034.94 was donated to various other community initiatives (2016).

     

  • 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.