Paying life insurance every month and insurance company has No record

I have been paying life insurance every month from my account , my wife dealt with these matters and sadly when she passed I have not got a clue or cannot find documents ,I paid Phoneix life every month and when contacting them they cannot find myself or my wife in their data bank or policy , I think they took over policy years ago , I have only the bank transfers as proof and people on phone will not take it any further than to say mail them , has anyone any advice or been through anything similar ?

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  • Brie
    Brie Posts: 14,130 Ambassador
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    it looks like a complicated firm with lots of transfers between various firms.  So first thing I'd try to check is - are you talking to the correct company.  At the top level there's Phoenix Life and Phoenix Life Assurance.  And then in Dec they transferred some policies to abrdn.  So that gives you 3 options of where to look!

    Transfers and mergers | About Phoenix Life | Phoenix Life
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  • dunstonh
    dunstonh Posts: 119,188 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    ,I paid Phoneix life every month and when contacting them they cannot find myself or my wife in their data bank or policy 
    In addition to the above, Phoenix still operate a number of legacy policies out of the original life company office.  Each office's system is not available for the others to see.  So, you need to contact the right Phoenix office.

    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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