Phoenix Wealth is part of the Phoenix Group, created to bring you a strong combination of:
- the heritage developed by AXA Wealth in the adviser life and pensions market
- the exclusive focus on the UK life and pensions market and scale brought by the Phoenix Group.
We offer the UK-based, off-platform pensions and investment bond previously offered by AXA Wealth, after the Phoenix Group bought this part of AXA Wealth in 2016. If you'd like to find out more about the sale, you can read the Phoenix Group press release.
We're committed to supporting you with:
- flexible products, allowing your clients to top up their existing investments and access their money
- high quality of customer service
- well governed, wide investment choice
- transparent fees and charges
We are exclusively focused on supporting you and your existing clients. We accept transfers-in and top ups to existing policies, as well as new members on existing Family Suntrust schemes. But we don't take on new clients or set up new policies - this means we can apply all our efforts to helping you get the most out of your clients' existing, feature-rich, policies.