Pensions and Retirement Literature | Phoenix Wealth | Phoenix Wealth

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Pensions and retirement literature

Here's where you can find useful information on our pensions and retirement products.

Pensions and retirement

Annuities

Downloads
Updated
How death benefit payments are taxed
16/04/2021
How do your options compare?
27/08/2024
Pension benefits guide
25/03/2022
Tax and your pension leaflet
03/05/2023

Charges leaflets

Downloads
Updated
Charges guide (Phoenix Wealth Pension Funds Only plans)
30/07/2024
Charges guide (RWA Self-invested plans issued Apr 15 - Sept 16)
30/07/2024
Charges guide (RWA Self-invested plans issued pre Sept 14)
30/07/2024
Charges guide (RWA Self-invested plans issued Sept 14 - Apr 15)
30/07/2024
Charges guide for PP, EPP, S32 and TIP (pre April 2006)
28/06/2024
Charges guide for PP, EPP, S32, TIP (post April 2006)
28/06/2024

Drawdown pension

Downloads
Updated
Choosing an Investment Pathway
20/10/2023
How do your options compare?
27/08/2024
Lifetime allowance removal Q&A
19/06/2024
Pension benefits guide
27/06/2024
Understanding Investment Pathways
20/10/2023

Family Suntrust

Downloads
Updated
Death benefits option form
28/03/2023
Guide to Fees
28/06/2024
How death benefit payments are taxed
16/04/2021
Individual verification certificate
11/01/2021
Investment in commercial property guide
19/08/2024
Key features
27/06/2024
Pension benefits guide
27/06/2024
Product guide
27/06/2024
Tax and your pension leaflet
03/05/2023
Terms and conditions
27/06/2024

Retirement Wealth Account

Downloads
Updated
Charges guide (Phoenix Wealth Pension Funds Only plans)
28/06/2024
Charges guide (Self-invested plans issued Apr 2015 to Sept 2016)
30/07/2024
Charges guide (Self-invested plans issued before Sept 2014)
30/07/2024
Charges guide (Self-invested plans issued Sept 2014 to Apr 2015)
30/07/2024
Conflicts of interest
22/03/2018
Death benefits option form
28/03/2023
Fund switching investment allocation and portfolio rebalancing form
08/07/2024
How death benefit payments are taxed
16/04/2021
How do your options compare?
27/08/2024
Individual regular contribution (for PW Pension Funds Only)
14/11/2019
Individual regular contribution (for Self invested plans)
18/11/2020
Individual single contribution (for PW Pension Funds Only)
29/07/2022
Individual single contribution (for Self invested plans)
14/03/2022
Individual verification certificate
11/01/2021
Investment in commercial property guide
19/08/2024
Key features of the RWA issued after Sept 2016
27/06/2024
Key features of the RWA issued before Sept 2016
27/06/2024
Making a pension death benefit claim
22/02/2024
Pension benefits guide
27/06/2024
Tax and your pension leaflet
03/05/2023
Terms and conditions (plans issued Apr 2012 to Sept 2016)
04/07/2024
Terms and Conditions (plans issued before April 2012)
04/07/2024
Terms and conditions for plans issued after 3 September 2016
04/07/2024

Trustee Investment Plan

Downloads
Updated
Key features
23/06/2023
Policy provisions
20/02/2023