Letter Engagement Statement With Reference In Phoenix

State:
Multi-State
City:
Phoenix
Control #:
US-0044LR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form.

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FAQ

2006. Phoenix Life and Pensions Limited policies moved to Phoenix Life Limited. Phoenix Assurance Limited policies moved to Phoenix Life Limited9. Britannic Assurance plc, Britannic Retirement Solutions (BRS), Britannic Unit Linked Assurance Limited (BULA) and Century Life policies moved to Phoenix Life Limited10.

Phoenix Life Limited, Phoenix Life Assurance Europe dac and Phoenix Life CA Limited are part of Phoenix Group, the UK's largest long-term savings and retirement business with c. 12 million customers and c. £290bn of assets under administration (30 June 2024).

For Britannic Assurance policies, call 0345 305 5552. For Pearl Assurance policies, call 0345 880 0088. For Swiss Life policies, call 0800 026 2830. For Britannic Assurance policies, call 0345 305 5552.

For policy queries, please email SIPPenquiries@SIPP-phoenixwealth.uk or call 0345 129 9993 (8.30am – 5.30pm, Monday to Friday). For trading instructions, please call us on 0345 671 5507 or email us quoting your scheme number at: ISD@SIPP-phoenixwealth.uk (9am – 5pm, Monday to Friday).

The Nassau team is available for your servicing needs. For assistance with your policy/contract via phone please contact us at 800-541-0171. You can also access Service Forms and register/log in to view your online account at nyaccounts.nfg.

Our stewardship team is responsible for developing and updating the Phoenix Group's voting principles. The principles are reviewed at least annually to capture evolving standards and insights from customers' research and are approved by the BIC and the Board.

On 31 December 2018, all Abbey Life Assurance Company Limited (Abbey Life) policies transferred to Phoenix Life Limited (Phoenix) following approval by the High Court on 18 December 2018.

Britannic Assurance is now administered by Phoenix Group.

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Letter Engagement Statement With Reference In Phoenix