• Open to new investments into your clients' existing plans

    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, including being able to top up their existing investments and access their money. And with Family Suntrust, existing schemes can add new participants.


  • See what your clients' plans have to offer


    Retirement Wealth Account

    A flexible pension offering existing clients complete choice in retirement planning.



    Family Suntrust

    A self-invested pension that allows existing scheme participants to invest together.



    Investment Bond

    An investment for different life goals within a single tax wrapper.



    The Personal Pension

    A pension offering existing clients a wide range of investment funds and retirement options.


  • Supporting your day-to-day, every day

  • We’re here to help you make the most of your clients’ plans. Call us on 0345 129 9993 for any queries about our products and services. For Family Suntrust, call us on 0345 034 2170.

    Lines are open between 8.30am and 5.30pm, Monday to Friday.

    We sometimes record our telephone calls and use the recordings to train our staff so we can give better service. All recordings are stored securely.

  • 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 the 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.