Phoenix Life private pension

Have been trying to get my pension from Phoenix Life for 4 months. I am ill and need to retire. Am getting nowhere with them. They don't do anything you ask for. Can somebody please help me?

Comments

  • Linton
    Linton Posts: 18,068 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Are you wanting to start taking your pension?  What have you tried?

    Is https://www.phoenixlife.co.uk/customer-centre/contact-us (the first item) of any use?
  • Vannaa
    Vannaa Posts: 53 Forumite
    10 Posts First Anniversary
    I had an issue with getting a pension retirement quote from Phoenix Life. Although I was getting correspondence regularly including yearly statements, I had to contact another company (Aon) to get Phoenix Life to send my pension quote, which they did within a week. I found Aon's details on my yearly AVC statement.
  • dunstonh
    dunstonh Posts: 119,225 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Vannaa said:
    I had an issue with getting a pension retirement quote from Phoenix Life. Although I was getting correspondence regularly including yearly statements, I had to contact another company (Aon) to get Phoenix Life to send my pension quote, which they did within a week. I found Aon's details on my yearly AVC statement.
    This is because your plan was not a retail pension product but an occupational pension product controlled by the employer's administrator.   Phoenix don't control the administration on those plans.  The professional administrator does.       

    Every time someone contacts Phoenix (or any other provider with a similar set-up) the insurer forwards that communication to the administrator to deal with.   
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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