• 03 November 2016

    Important announcement from Phoenix – product closures

    02/11/2016

    Following the acquisition of AXA Wealth's pension and investment business by the Phoenix Group on 1 November 2016, we'll be closing the following products to new business: 

    • Retirement Wealth Account - Pension Funds Only option
    • Investment Bond
    • Trustee Investment Plan

    Key dates to note:

    Last day for requesting a new business quote for a new policy - Wednesday 16 November

    • Call us on 0345 129 9993 to request an illustration

     Cut-off date for submitting new business applications for new policies - Wednesday 14 December

    • Ensure original applications reach our Basingstoke office by Wednesday 14 December

     Your clients will still be able to increase investments in existing policies in the usual way.

    Continuing to provide a high level of service to you and your clients

    We are committed to delivering the high levels of customer service you and your clients have come to expect from AXA Wealth. That's why the same teams will continue to administer your clients' policies on a day-to-day basis. You'll be able to contact us using the same contact details, and you'll be able to access online information on the same website. We'll also continue to offer the same fund choices.

    We'll continue to use the AXA brand under license for the foreseeable future and will let you know when this changes.

    Should you have any questions please contact us on 0345 129 9993 - we'll be pleased to help you.

    If you have clients with existing arrangements with other companies in the Phoenix Group, please continue to use your usual contacts.