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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, after Phoenix Group bought this part of AXA Wealth in 2016.

    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.

       

    • 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 company, managing £304bn of assets for around 13m clients (30 June 2021).
      • 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 £5.1 billion (30 June 2021).
      • Values employee experience and expertise. The Group employs over 7,000 people and has been recognised as a UK 'top employer' for nine consecutive years.
      • 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.

      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, we believe in making a positive difference in the community through a wide range of fundraising efforts:

      • In the period 2014 to 2020, £1.4 million was donated across the UK to our Air Ambulance partnerships.
      • In total, c.£2m was donated by Phoenix to support charities across 2020, including Company donations, colleague fundraising and supplier contributions.
      • Integral to this c.£2m was a £1million charitable donation to aid the COVID-19 relief effort: £500,000 to Age UK's Emergency Coronavirus Appeal. Other charities that benefited included our corporate charity partners, local food banks, those supporting the homeless and hospital charities.
      • The Group also donated to the COVID-19 Support Fund launched by the UK insurance and long-term savings industry to help support some of the individuals hardest hit by the COVID-19 crisis.

      As the pandemic impacted the traditional ways of fundraising both on and offsite, we adopted additional ways to support charities and community groups in 2020:

      • In the absence of usual fundraising potential, Phoenix widened its charity matching programme with the launch of straightforward matching of colleague donations.
      • Where possible, volunteering opportunities were moved online and we continued to support our literacy programmes remotely. 1,747 hours were donated in support of local communities. 
      • In the absence of usual onsite festive food bank collections, each site supported their local homeless charity or food bank by purchasing gifts online, which were delivered directly to each respective charity.

       

    • 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.