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How to use or fill out the United Kingdom Phoenix Life Form
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Click ‘Get Form’ to open it in the editor.
Begin by filling out the ‘1. Personal details’ section. Ensure you provide your full name, address, date of birth, and policy number(s) clearly in BLOCK capitals using blue or black ink.
Next, obtain clear black and white photocopies of acceptable documents from Lists 1 and 2 attached to the form. Make sure these copies are legible.
Arrange for an appropriate certifier from section ‘2. Individuals who may provide certification’ to certify your photocopied documents. Bring both the photocopies and original documents for verification.
The certifier must complete sections ‘4. Identity document details’ and ‘5. Certifier details and declaration’. Ensure all entries are made in English, in BLOCK capitals, without correction fluid or tape.
Finally, return the fully completed form along with certified copies of your documents as instructed in the accompanying correspondence to avoid delays.
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This firm is shown on the Register because it is now, or was previously, approved by the FCA (or relevant regulatory body). As a result, you may be able to complain about this firm to the Financial Ombudsman Service.
Is Phoenix Life a real company?
Phoenix Life focusses on providing a secure home for policies, brought together from a number of life companies over the years. ReAssure looks after customers across a broad range of retirement, investment and protection products. Phoenix Wealth supports retirement and estate planning for their existing customers.
What company took over Phoenix Life Insurance?
March 2025 - Transfer of policies to abrdn Life and Pensions Limited. Weve transferred a small number of policies, which were provided by Phoenix Life Limited and branded Standard Life, to a company in Aberdeen Group called abrdn Life and Pensions Limited.
Can I withdraw my Phoenix Life pension?
If youve docHubed the age of 55 you can cash in your Phoenix Life pension as a single lump sum. Youll usually get the first 25 per cent tax free, and pay income tax on the rest.
What does the Phoenix Life do?
Phoenix Life supports their existing customers across a range of products and services, including support for retirement and financial planning, savings and investments.
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People also ask
What happened to Phoenix Life insurance Company?
The Phoenix Companies, Inc. was acquired by Nassau in 2016, and Phoenix stockholders received cash for their shares.
Why are Phoenix Life trying to contact me?
We might need to confirm your contact information, for example, or to give you information about your policy. We might also let you know about products, services or information that we think are important or beneficial for you. There are lots of reasons why we might write to you.
Why have I received a letter from Phoenix Life?
Why have I received a letter? There are lots of reasons why we might write to you. We might need to confirm your contact information, for example, or to give you information about your policy. We might also let you know about products, services or information that we think are important or beneficial for you.
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