• Privacy statement

  • This privacy statement is supplemental to our website terms and conditions.

    This website is provided by Phoenix Life Limited (trading as Phoenix Wealth) a company registered in England (Company No. 01225468) and limited by shares. Phoenix Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Phoenix Life Limited is registered as a data controller in accordance with the Data Protection Act 1998 with registration no. Z9550948.

    In this privacy statement, references to Phoenix Wealth are to Phoenix Wealth Services Limited (Company No. 02238458, data controller registration no. Z9550917) and Phoenix Life Limited (Company No. 01225468, data controller registration no. Z9550948). References to Phoenix Group are to Pearl Life Holdings Limited and its subsidiary companies, any holding company of Pearl Life Holdings Limited and any subsidiary companies of such holding company, as such terms are defined in section 1159 of the Companies Act 2006.

    You can contact Phoenix Wealth at: Phoenix Wealth, Winterthur Way, Basingstoke RG21 6SZ. Telephone number: 01256 470707. As part of our commitment to quality service and security, telephone calls may be recorded. Email: enquiries@phoenixwealth.co.uk.

    This website may also contain hypertext links to websites operated by other third parties. The responsibility for those websites belongs to the third parties who are identified as operating those websites. Separate terms and conditions and privacy notices will also apply to those websites.

    The information below describes how Phoenix Wealth uses personal information that it collects from your use of this website.

    Any personal information you supply to Phoenix Wealth via this website (and by other means) will be treated in accordance with the Data Protection Act 1998 and other applicable legislation intended to protect your personal information and privacy. This website may contain links to websites of other companies within the Phoenix Group. Each Phoenix Group company’s website will contain similar details to those set out below, but which may be more specific to their business, and Phoenix Wealth recommends that you check these if you visit their websites.

    What information does Phoenix Wealth collect, and how?

    The personal information Phoenix Wealth collects through this website may include details such as your name, email address, postal address, telephone number and date of birth and bank/credit card details. Personal information is collected by Phoenix Wealth on this website:

    • via enquiry and registration forms;
    • when you fill out a survey, or vote in a poll on this website;
    • through feedback forms and web analytics tags; and,
    • when you provide your details to Phoenix Wealth either online or offline.

    Phoenix Wealth may also use cookies to collect website usage information. For further information, please visit the Cookies Policy link.

    Phoenix Wealth may also collect IP addresses via a web analytics package. This data is collected for statistical purposes (for example, in relation to browsing actions and patterns) and does not identify any individual.

    What will the information be used for?

    Phoenix Wealth and other companies in the Phoenix Group would like to send you information about its products and services, including other services described in this website. You will be provided with the opportunity to prevent use of your personal information for marketing purposes at the time you give us your personal information. You may change your mind at any time by contacting us using the contact details for Phoenix Wealth set out above.

    Phoenix Wealth may also use the information it collects for analytical purposes, and to assist it in improving its processes, products and services.

    Phoenix Wealth will also use information collected to safe-guard against fraud and money laundering. Phoenix Wealth is required to report details of some suspicious activities to the Serious Organised Crime Agency (SOCA).

    Any personal information you supply to Phoenix Wealth via this website will be treated in accordance with the Data Protection Act 1998 (including any further amendments) and the Privacy and Electronic Communications (EC Directive) Regulations 2003. If you provide personal information via this website, you will be told what the information you provide will be used for before the information is submitted to Phoenix Wealth. Phoenix Wealth may also use other companies (including other Phoenix Group companies) to help it provide services to you and to store your information. All Phoenix Group companies will treat your information in accordance with the Data Protection Act 1998 and other privacy regulations and codes of practice where relevant. Other companies that assist us to process your information will do so whilst working under contract to us and only as directed by us.

    Your legal rights

    Phoenix Wealth is committed to delivering the rights that the Data Protection Act 1998 and Privacy and Electronic Communications (EC Directive) Regulations 2003 provide to individuals. Amongst these are:

    • the right to object to your personal information being used for direct marketing. Phoenix Wealth will give you the ability to object to this at the time your information is collected. You may change your mind at any time.
    • the right to request a copy of the personal information Phoenix Wealth holds about you. To do this, please write to Phoenix Wealth enclosing a cheque for £10 payable to Phoenix SL Direct Limited, at the following address:

    The Data Protection Officer
    Phoenix Wealth
    1 Wythall Green Way
    B47 6WG

    Errors and Omissions

    If you believe that there may be an error in any of the information that you have submitted via this website, please email: enquiries@phoenixwealth.co.uk, and Phoenix Wealth will review and correct any inaccurate information in your records as soon as possible.

    Third Party links

    This website may contain links to other websites which are outside Phoenix Wealth’s control and are not covered by this Privacy Statement. If you access other sites using the links provided, the operators of these sites may collect information from you which will be used by them in accordance with their privacy policy, which may differ from Phoenix Wealth's.

    Children’s personal information

    Phoenix Wealth does not intentionally collect any information via this website from children under 16 years of age, and unless the information was collected in connection with a policy claim, shall delete the details of such users when a parent or guardian notifies Phoenix Wealth that any details have been obtained from their child.


    If you have a complaint, please use the following address:

    Phoenix Wealth Complaints
    Winterthur Way
    RG21 6SZ

    Additional information

    Phoenix Wealth will amend this Privacy Statement from time to time and will post the revised statement on this website. For this reason Phoenix Wealth recommends you read the Privacy Statement on this website regularly.