If you would like to receive a personal Retirement Pack from us detailing your up to date policy value and the options that are available to you, then you can request to have this sent either:
- by request your retirement pack on MyPhoenix – this option is not yet available to all customers, but we’re working on it.
- or, using our online request form.
This will be dispatched within 10 working days which is the same if you were to request this pack by phoning.
Alternatively please contact us to speak with our customer service team who will be able to deal with your enquiry.
If you have made your decision on what you would like to do with your pension savings please visit our ‘what do I do next?’ section in our Retirement Centre.
If you are still considering your options and would like any further information on any of the options available to you, then please check the ‘what are my options’ page.
It’s important to keep the information we hold about you up to date.
To make changes, please visit our change of personal information page. Or contact us to speak with our customer service team who will be able to deal with your enquiry.
We work hard to provide excellent customer service, but sometimes we may make mistakes. If we have made a mistake, we want to hear from you as soon as possible so that we can put the matter right straight away. We take complaints very seriously.
If you would like to make a complaint there are a number of options on how you can do this which can be found in our How to make a complaint section.
It’s important to notify us about the death of a Phoenix Life policy holder, so that we can ensure no further correspondence is sent to the person. This will also help to start the claims process and change or stop any payments on the policy.
If a Phoenix Life policy owner has died, please notify us of their death online.
Please visit our unit-linked section for the latest fund prices and for information on how we work out our unit linked prices.
Alternatively please contact us to speak with our customer service team who will be able to deal with your enquiry.
Please visit our With-profits section for the latest information on our with profits policies.
Alternatively please contact us to speak with our customer service team who will be able to deal with your enquiry.
Please visit our Trustee information section for the latest information.
Alternatively please contact us to speak with our customer service team who will be able to deal with your enquiry.
Please contact us to speak with our customer service team who will be able to deal with your enquiry.