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  • About us

    We're here to help you give your clients flexibility with their retirement and estate planning, by ensuring they get the most out of their existing policies.

  • Man-empty-glass

    Welcome to Phoenix Wealth

    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.

     

  • About the Phoenix Group

    Phoenix Wealth is part of the Phoenix Group, which:

    • Specialises in managing closed life assurance policies and whose mission is to improve returns for their policyholders.
    • Has scale in what it does - it's the UK's largest consolidator of closed life assurance funds.
    • Is a FTSE 100 company, managing £248bn of assets for around 10m clients (31 Dec 2019).
    • Has roots dating back to 1782 (Phoenix Assurance) and manages a large number of historically well-known brands, such as Abbey National Life and Royal & Sun Alliance (Life).
    • Is financially resilient, with a Solvency II surplus of £3.1 billion (31 Dec 2019).
    • Values employee experience and expertise. The Group employs over 4,400 people and has been recognised for the eighth consecutive year as being listed as one of the UK's Top Employers.
    • Is active in protecting investors from pension scams. The Group has invested in research and communications to policyholders to help prevent them from being affected.
    • Continuously invests in technology, such as improving online access for policyholders.

    Phoenix Wealth has no legal right of access to the assets of the Phoenix Group.

    Learn more about Phoenix Group
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    Phoenix Group's coronavirus contribution

    To aid the relief effort during this unprecedented health emergency, we're making a £1m charitable donation:

    • £500,000 to Age UK's £10m Emergency Coronavirus Appeal. Older people are particularly at risk from the virus and as millions are alone, with no support network at all, demand for the charity's vital services has increased rapidly. The funds raised will help it to keep its Information & Advice and friendship services running, as well as provide local community practical support.
    • £500,000 to support charitable organisations with whom we have an ongoing relationship, as part of our existing sustainability strategy. In recognition of the pandemic's wide impact, these charities will cover a variety of services, from providing mental health care to homeless shelters and food banks.

    Our ongoing community contribution

    As a group, we believe in making a positive difference in the community and supporting staff in a wide range of fund raising efforts. Here are some highlights:

    • £876,000 donated to the Air Ambulance charities since our partnership began in April 2014.
    • Across 2019, UK colleagues supported Scotland's Charity Air Ambulance, Hampshire and Isle of Wight Air Ambulance, and Alive Activities Limited; donating in excess of £120,000 across the charities. 
    • The largest fundraiser of 2019 was the festive run in London which involved 46 teams of colleagues, air ambulance staff and suppliers. This event raised in excess of £24,000 after Company matching.
    • Onsite fundraising across all sites benefited charities by in excess of £32,000, and individual offsite fundraising including an element of matching by the Group benefited local charities by a further £200,000 (2019)

     

  • Have a query about Phoenix Wealth? Give us a call on 0345 129 9993

    If you have a query about a policy held with another part of Phoenix, please contact the relevant Phoenix company directly. If you’ve misplaced the contact details, please visit this Phoenix Life contact enquiry page, where you can get some information online and contact the relevant customer services team.

    Lines are open between 8.30am and 5pm, Monday to Friday.

    We sometimes record telephone calls to help with training, service and security.

  • 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.