• Servicing your clients' closed products

     

    Following the announcement of the sale of the AXA Wealth business some of our products are now closed to new business.

    Family Suntrust - closed to new schemes 02 September 2016

    The Retirement Wealth Account (Self-invested option) - closed to new members 02 September 2016

     

    As with our other closed products you can still look after them through our usual services.

  • Which other products are also closed?

    The following products are no longer available to new customers:

    • The Personal Pension - closed 10 November 2008
    • The Executive Pension - closed 25 July 2012
    • The Section 32 - closed 25 July 2012
  • Who manages my client’s product?

    If your client has a product that's changed name or provider, then find out who manages it now with the table below. If your client’s product details don't match the table, it's likely the product was transferred to Friends Life.

    What’s the name of the product?  How does the policy number start?  How many digits are there in the policy number?  Who should you contact? 
    Corporate Trustee Investment Plan      96 or  97 

    Call 0345 129 9993
    or email us

    300

    800
    The Executive Pension 4 or 7 
    34 
    The Personal Pension
    5 or 6 
    Investment Bond 2,3,4 or 5 
    Retirement Wealth Account (was The One From Winterthur) 
    The Section 32    8 or 35 
    32 
    Trustee Investment Plan  31, 61, 68, 74 or 75
    Family Suntrust
    Scheme number codes starting 20 or 21
    5
    Call 0345 034 2170
    Elevate  EL 

    Call 0345 600 2399
    or email us