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From time to time, we may need to mail your clients to keep them informed of changes in legislation or changes to their plans.
You can find details about the recent communications that we have sent to your clients in the table below.
You may have seen our recent emails about what to expect now we are part of Phoenix. If not, you may have opted out of our marketing emails – just let us know if you’d like to
opt back in.
We can now confirm our new branding is scheduled to launch on 1 July.
Phoenix Wealth will replace AXA Wealth from this date, with a new logo, new adviser and customer website together with a fresh range of product literature. Our rebrand will not affect:
You don’t need to do anything. But for a summary of what you’ll notice changing, what will stay the same, and a preview of our new brand –
take a look.
We will be letting your clients know from 5 June – take a look at a template
We’ve notified clients about the change of Scheme Operator’s name of the Self-invested option of the Retirement Wealth Account – AXA Portfolio Services Limited. This will be renamed to Elevate Portfolio Services, with the rename to take effect on 24 April 2017.
This name change is a result of the recent sale of different parts of the AXA Wealth business to Phoenix and Standard Life. It does not affect the operation of your clients' plan and terms and conditions.
Letters will start to arrive with your clients from 11 April onwards.
View the letter to clients
We've notified clients about the upcoming acquisition of AXA Wealth's off-platform pension and investment business by the Phoenix Group. You can access the letters we've sent below.
In addition we’ve updated the terms and conditions for The Personal Pension, Retirement Wealth Account and Family Suntrust policyholders/scheme members to reflect a change to the company that has regulatory responsibility over the policy/scheme. You can access a summary of the changes to The Personal Pension and Retirement Wealth Account terms and conditions here.
The latest terms and conditions for Family Suntrust and Retirement Wealth Account products can be found in our literature library. A copy of The Personal Pension endorsement can be accessed here.
of our commitment to quality service and security, telephone calls may be