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Intermediary Services

IFA request for information - how to contact us

To assist you with finding the correct customer helpdesk contact details for your client's policy, please use our 'who services that policy tool'

 

Intermediary services

This page is for intermediaries who have clients with products originally sold by Scottish Provident Limited or Scottish Mutual Assurance Limited, now transferred to Phoenix Life Limited.

Transfers of business

Follow this link to find out more information about the businesses which have transferred to Phoenix Life Limited from Scottish Provident Limited and Scottish Mutual Assurance Limited.

IFA communications



Terms of Business

The Terms of Business governs our relationship with regulated firms. To view the documents you will need to have Adobe Reader installed. If you don’t already have it you can download it for free from the Adobe Reader website.


If you’re a firm directly regulated by the Financial Services Authority and don’t have an account with us, but would like to apply for an agency to transact business with us, please complete this application form.


Please print off the application form and once completed send it to:

Janette Cooper, Customer Service Manager, Commission Administration, 301 St Vincent Street, Glasgow G2 5NB

If you've got any questions about your application, contact the Commission Administration on 0845 600 6094, 9am to 5pm Monday to Friday.

Telephone calls may be monitored and recorded.

IFA services

Follow this link to register or to log on for commission information and other services

Fund price information

Follow this link to view life fund price information for Phoenix Life Limited (formerly Scottish Mutual Assurance Limited or Scottish Provident Limited)

Follow this link to view the pension fund price information for Phoenix Life Limited (Scottish Mutual Assurance Limited or Scottish Provident Limited)

IFA request for information - how to contact us

If you are an IFA follow this link for contact details.

If you are a customer, or your client would like to contact us, follow this link.

 

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