The content of this site is aimed at financial advisers only.
Click here for the customer site.
Phoenix Wealth is part of the Phoenix Group, created to bring you a strong combination of:
We offer the UK-based, off-platform pensions and investment bond 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 the Phoenix Group press release.
We're committed to supporting you with:
We are exclusively focused on supporting you and your existing clients. We accept transfers-in and top ups to existing policies, as well as new members on existing Family Suntrust schemes. But 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 clients' existing, feature-rich, policies.
Phoenix Wealth is
part of the Phoenix Group, which:
Phoenix Wealth has no legal right of access to the
assets of the Phoenix Group.
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:
If you have a
query about a policy held with another part of Phoenix, please contact the
relevant Phoenix company directly. If you’ve misplaced the contact details, please
visit this Phoenix Life contact
enquiry page, where you can get some information online and contact the
relevant customer services team.
Lines are open between 9am and 5pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and
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.