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We're here to help your clients' plans deliver their financial goals.
Your clients can continue to
enjoy the rich features of their existing plans. These include being able to top up their existing investments and access their money. And with Family Suntrust, existing schemes can add new participants.
Get quicker pension fund switching/redirecting and access adviser charge statements up to a week early.
View policy information, update client details, see current and historic valuations and more. Take a 2 minute tour.
View our short 'How to' videos to help you get the most out of using our online services.
See how easy it is to switch and redirect or access adviser statements online. You can also view policy values and transaction history, download client reports and send messages securely to us.
clients' investment goals, we offer a range of well governed funds to help them
Choose from risk-rated, ready-made portfolios, or select your own funds. You can choose from a wide range of funds with different investment styles and objectives to suit individual needs.
A flexible pension offering existing clients complete choice in retirement planning.
A self-invested pension that allows existing scheme participants to invest together.
An investment for different life goals within a single tax wrapper.
A pension offering existing clients a wide range of investment funds and retirement options.
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 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.