• Welcome to Phoenix

    Now home to AXA Wealth's off-platform products

  • Cupped-hands

    Bringing you best of both: AXA Wealth heritage, Phoenix backing

    We're committed to building on AXA Wealth's heritage, by supporting you and your clients with the same:

    • flexible products, allowing existing clients to top up their investments and access their money
    • high quality of customer service that you're used to
    • well governed, wide investment choice

    So, although later this year we plan to leave the AXA Wealth brand behind and move to Phoenix branding, you can continue to rely on our products helping to deliver your clients' financial plans.

    Find out more about Phoenix and why you and your clients are still in good hands.

    Our welcome to you

  • About Phoenix

    • We specialise in managing closed life assurance and pension policies and our mission is to improve returns for policyholders.
    • The Phoenix Group is the largest UK consolidator of closed life assurance and pension funds.
    • We are a FTSE 250 company which manages £76bn of assets for 6.1m clients (at 1 January 2017).
    • Our roots date back to 1782 (Phoenix Assurance).

  • Same flexible products

    Our products are closed to new clients but clients with an existing plan can continue to enjoy their plan's features, including making additional investments. And existing Family Suntrust schemes can also add new members.

    Take another look at what your clients' plans have to offer them: 

     

    View our retirement products

    View our investment bond

    Same wide investment choice

    We're continuing to offer the same well governed range of funds to suit your investment approach and client needs.

    Whether you prefer to use risk-rated, ready-made portfolios, or like to pick your own funds…you'll have a wide choice of funds with different investment styles and objectives to choose from. 

     

    View our investment choice

     

  • CS_guide_600

    Same great service

    We're continuing to provide the high level of service you're used to.

    When you need support managing your clients' investments, you'll be greeted by some of the most experienced people in our business, who will be there to help you.

    From the latest addition to our online services, to support at the end of the phone - take another look at what you can expect from us.

     

     

    Download guide

     

  • Are your clients making the most of their plan? Have any questions? 
    Call us on 0345 129 9993 or email us at  welcometophoenix@axawealth.co.uk 
    Lines are open between 8.30am and 5.30pm, Monday to Friday.

    We sometimes record our telephone calls and use the recordings to train our staff so we can give better service. All recordings are stored securely.