• Adviser updates

    Stay up to date with the latest important news on our products, services and investments that could impact your day-to-day activities and your clients' policies.

  • Adviser updates

    Within the table you'll find details of adviser update emails we've sent out previously. If you haven't received an email but would like to then email us to opt in.

    When
    Subject
    Action required?
    Main message
    August 2017
    We're proposing to transfer policies from AXA Wealth Limited to Phoenix Life Limited
    Important information only 

    Following on from the sale of AXA Wealth to the Phoenix Group and our recent rebrand to Phoenix Wealth, we’re now working on transferring policies from AXA Wealth Limited to Phoenix Life Limited, another company in the Phoenix Group.

    To ensure customers’ interests are protected, we need to follow a rigorous process and seek High Court permission to do so, but provided permission is granted we expect this transfer to happen on 8 December 2017. From that date you may notice the name Phoenix Life Limited reflected across your terms of business with us, client bank statements and other literature and communications. We’ll be writing to all policyholders of AXA Wealth Limited from 21 August to let them know about our plans.

    Please be assured that there will be no other changes to your clients’ contracts with us, service levels, products, investments or ongoing payments as a result of the transfer.

    You can access a copy of our 'intent to transfer' letter for your records here.

    For more information, and to see the letter and accompanying documentation we will be sending clients, take a look at our dedicated page.

    August 2017
    We're renaming the Family Suntrust legal entitles
    Important information only

    Following on from the sale of AXA Wealth to the Phoenix Group and our recent rebrand to Phoenix Wealth, we’re now working on applying that name to the underlying legal entities to reflect our new ownership.

    From 8 December 2017 you may notice the new legal entity names reflected across your terms of business with us, client terms & conditions and other literature and communications. We’ll be writing to all scheme members affected by the change later in the year and a copy of the letter will be available.

    Please be reassured that there are no other changes to your or your clients’ contracts with us, service levels, products, investments or ongoing payments as a result of the legal entitles changing.

    For more information, take a look at our article.

    July 2017
    Client annual pension savings statements
    Important information only

    Nothing has changed from our usual practice, but we thought it would be helpful to give you a heads-up as clients could call you when they receive their statements. Is this helpful? Tell us, we'd love to hear your thoughts.

    Remember you can look up your clients' policy details anytime on our online services.

    July 2017
    Blackrock fund name changing to iShares
    Important information only

    Blackrock have re-named their range of index mutual funds. The key name change you and your clients will notice is that their iShares brand is replacing the Blackrock name - there are no changes to fund management, makeup, objectives, charges, or risk profiles.

    Access a list of the funds affected and their new names.

    July 2017
    Online services @ Phoenix Wealth - no need to re-register
    Important information only 
    Remember that you don't need to re-register if you already had access to our old AXA Wealth online services - everything should work just as before. Access online services here.