The content of this site is aimed at financial advisers only.
Click here for the customer site.
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,
including being able to top up their existing investments and access their
money. And with Family Suntrust, existing schemes can add new
A flexible pension offering existing clients complete choice in retirement planning.
A self-invested pension that allows existing scheme participants to invest together.
An investment for different life goals within a single tax wrapper.
A pension offering existing clients a wide range of investment funds and retirement options.
It's quick and easy to view policy information, update client details, as well as see current and historic valuations. You can switch or redirect funds and send secure messages to us, any time.
In addition, you can review your remunerations statements, create top up illustrations, plus many more useful features.
Whatever your clients' investment goals, we offer a range of well governed funds to help them achieve them.
Whether you prefer to use risk-rated, ready-made portfolios, or like to select your own funds, you can choose from a wide range of funds with different investment styles and objectives to suit individual needs.
Lines are open between 8.30am and 5.30pm, Monday to
record our telephone calls and use the recordings to train our staff so we can
give better service. All recordings are stored securely.
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.