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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.

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    Welcome to Phoenix Wealth

    Phoenix Wealth is part of 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 Phoenix Group.

    We offer the UK-based, off-platform pensions and investment bond previously offered by AXA Wealth. Phoenix Group bought this part of AXA Wealth in 2016 and transferred it to Phoenix Life Limited in 2017. Read more about the transfer.

    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.

       

    • Fully committed to Consumer Duty

      At Phoenix Group we want to help people secure a life of possibilities. Consumer Duty builds on our commitment to ensure we achieve consistently good outcomes for our customers today, tomorrow, and beyond.

      For closed products, the rules came into force on 31 July 2024. 

      We've completed Fair Value Assessments for all our closed products, implementing the highest priority actions in line with the Duty's requirements.

      Read our Fair value approach: Closed products to find out more.

    • Proud to be part of Phoenix Group

      We are part of Phoenix Group, the UK's largest long-term savings and retirement business. Together we share an aligned ambition to help every customer enjoy a life full of possibilities. We are committed to helping our customers save for their future, helping them to make their best decisions with their pensions and investments for years to come.

      Phoenix Group:

      • Is a FTSE 100 and FTSE All World company, managing c.£269bn of assets for around 12m clients (30 June 2023).
      • Has roots dating back to 1782 (Phoenix Assurance) and manages a large number of historically well-known brands, such as Pearl Assurance, Britannic and Royal & Sun Alliance (Life).
      • Is financially resilient, with a Solvency II surplus of c.£3.9 billion (30 June 2023).
      • Values employee experience and expertise. The Group employs c.6,800 people and continues to be one of the UK's top employers. 
      • Is active in protecting investors from pension scams. The Group has invested in research and communications to customers to help prevent them from being affected.
      • Continuously invests in technology, such as improving online access for customers.
      • Has joined the race to net zero: committing that its investment portfolio will be net zero by 2050, with ambitious milestones in 2025 and 2030. Learn more in the Sustainability Report.

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

      Learn more about Phoenix Group
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      Phoenix Group in the community

      As a group, supporting our communities is at the heart of realising our purpose of helping people secure a life of possibilities. Here are some highlights:

      • Over £800,000 donated to charities in communities in which the Group is based across 2022, including donations and fundraising from colleagues, Group matching and donations, and third party donations.
      • Across the year, over 6,455 hours volunteered by colleagues to support local communities (2022).
      • The Group’s UK corporate charity partner Samaritans, (since 2021), has been extended to March 2024. The Group continues to realise the benefits for our customers, colleagues and wider communities.

    • 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 5.30pm, 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 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.