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  • 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.

     

     

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    Manage your clients' policies online

    Get quicker pension fund switching/redirecting and access adviser charge statements up to a week early. 

    View policy information, update client details, see current and historic valuations and more. Take a 2 minute tour.

    Login to online services
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    Make the most of online services

    View our short 'How to' videos to help you get the most out of using our online services. 

    See how easy it is to switch and redirect or access adviser statements online. You can also view policy values and transaction history, download client reports and send messages securely to us.

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    Enjoy our wide investment choice

    Whatever your clients' investment goals, we offer a range of well governed funds to help them achieve them.

    Choose from risk-rated, ready-made portfolios, or select your own funds. You can choose from a wide range of funds with different investment styles and objectives to suit individual needs.

    View our investment choice

  • See what your clients' plans have to offer

    Retirement Wealth Account

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

     

    Retirement Wealth Account page

    Family Suntrust

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

     

    Family Suntrust page

    Investment Bond

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

     

    Investment Bond page

    The Personal Pension

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

     

    The Personal Pension page

  • 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.