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Phoenix

Companies | 23 Aug 18

Phoenix takes £68m hit on charges and exit fee overhaul

Changes are not a result of recent criticism, Phoenix Life chief executive tells International Adviser

Companies | 17 Aug 18

Phoenix Life vindicated in ombudsman decisions

Complaints about mis-selling, high commission and underperformance were not upheld

Industry | 1 Aug 18

Phoenix Life admits error in closing Sipp

The UK’s Pensions Ombudsman has upheld a complaint against insurer Phoenix Life, but absolved financial product provider James Hay of any wrongdoing, after a self-invested personal pension (Sipp) was wrongly disinvested.

Industry | 23 Jul 18

How can a ‘closed’ insurer be open for business?

Phoenix is widely known as a closed fund consolidator, but chief executive Andy Moss argues that this, in many ways, is a misnomer. In this article, he explains why the recent transaction with Standard Life Aberdeen is a “win-win”.

PEOPLE MOVES: Phoenix, River and Mercantile, Stenham

People Moves | 26 Jun 18

PEOPLE MOVES: Phoenix, River and Mercantile, Stenham

Phoenix names senior leadership in wake of Standard Life acquisition, Stenham Wealth appoints RBC alumni in Jersey, and River and Mercantile names Australian rugby legend to lead ops down under.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.