• Open to new investments into your clients' existing plans

    We're here to help your clients' plans deliver their financial goals.

    Your clients can continue to enjoy the rich features of their existing plans. These include being able to top up their existing investments and access their money. And with Family Suntrust, existing schemes can add new participants.



  • See what your clients' plans have to offer

    Retirement Wealth Account

    A flexible pension offering existing clients complete choice in retirement planning.


    Family Suntrust

    A self-invested pension that allows existing scheme participants to invest together.


    Investment Bond

    An investment for different life goals within a single tax wrapper.


    The Personal Pension

    A pension offering existing clients a wide range of investment funds and retirement options.


  • Please contact us if you have any queries about our products and services. We are here between 8.30am and 5.30pm, Monday to Friday.

  • 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 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.