• 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
    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.