• 21 August 2017

    We’re renaming the Family Suntrust legal entities

    On 8 December 2017 we're changing the names of the legal entitles relating to Family Suntrust.

    We'd like to update you on some of the activity that's taking place following the sale of AXA Wealth to Phoenix Group. 

    We recently changed our brand name to Phoenix Wealth and we're now working to apply that name across the various company legal entities to reflect our new ownership.

    So from  8 December 2017  we're changing the names of the legal entities relating to Family Suntrust:

    • The Scheme Provider name will change from AXA Wealth Services Limited (AWSL) to Phoenix Wealth Services Limited (PWSL)
    • The Scheme Trustee and Custodian name will change from AXA Trustee Services Limited (ATSL) to Phoenix Wealth Trustee Services Limited (PWTS)

    What changes will I see?

    After 8 December 2017 you may notice the name Phoenix Wealth Services Limited on your adviser charges statements. Your terms of business with us, client terms & conditions, and other literature and communications will also be updated to reflect the new company legal entity names.

    Please be reassured that:

    • There will be no changes to your Family Suntrust Terms of Business: your contract remains with the same company and only the company name is changing (to PWSL).
    • The level of service you and your clients receive will be unaffected.
    • There will be no changes to Scheme benefits, payments or terms and conditions.
    • Clients will continue to be able to invest in the same fund ranges. 

    We'll be writing to all scheme members affected by the change later in the year and a copy of the letter will be made available.

    Need more information?

    No action is required, but if you have any questions, please give our friendly staff a call on 0345 034 2170 between 8.30am and 5.30pm Monday to Friday.