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What matters to us

It’s important to all of us here at SunLife that we do business responsibly. That includes adding to the community around us, minimising our impact on the environment, and giving our people and our customers the respect they deserve.

Jessie May logo

Supporting the community

We believe that businesses should be part of the communities around them: doing their best to add value and get involved.

That’s why we actively encourage our people to take part in a wide range of activities to support the local community – from fundraising for local and national charities to donating time to be a local school governor. We also make it possible to make tax-free donations to charities directly from our salaries through our GAYE scheme.

Through 2016 and 2017 we have partnered with Jessie May Trust. We have chosen this charity in the South West which offers hospice at home care for terminally ill children, and support their work with our fundraising activities.


Bristol Dogs & Cats Home logo

Working in the Community

Our volunteering scheme is another way to make sure we’re contributing to the community around us. Our teams choose where they spend their time, and on what kind of projects – there’s really no limit.

Everyone has their own talent and passion, so we’re happy to see our people volunteer to benefit local people, pets and parks. Some of the things we get up to include dog walking, tree planting, cemetery clearing and a spot of DIY – indoors and out.


Woodland Trust Hazel member logo

Respecting the environment

It’s important to every one of us that we minimise the negative impact that our business may have on the environment.

That’s why, in 2017, we linked in with the Woodland Trust and are currently implementing a range of ongoing initiatives that will help us to reduce our carbon footprint.


SunLife staff Brightening Squad logo

Looking after our people

Our people and the culture we create together are the building blocks of our business. We make sure that every member of our team has opportunities for personal growth and development, so that they’re fulfilled and ready to provide an excellent service.

We ask our people to give us regular feedback on how we’re doing and we work with our Employee Consultation Forum to make sure that the views and opinions of all our people are represented.

A number of health and wellbeing schemes and rewards programmes are open to everyone in the business. And we have a great group of people who organise social activities for the business. These range from our most recent Bumble (a town-wide quiz/treasure hunt) to a little ‘surprise and delight’ each month.


Treating customers fairly logo

Caring about our customers

Our customers are the heart of our business.

That’s why we have robust policies in place, follow ethical practices, and work diligently to offer the right products to the right people.

We’re proud to work closely with regulators and governing bodies, and help drive positive change within our industry.

Here's the information that you need to know about who we are and the other companies that we work with in order to provide our products and services.

Who are SunLife? 

Phoenix Life Limited trades as SunLife and is the provider of the Guaranteed Over 50 Plan, SunLife Insurance and the life insurance policy payment option for Funeral Plans. Phoenix Life Limited’s registered office is at 1 Wythall Green Way, Wythall, Birmingham, B47 6WG (registered in England, no. 1016269). Phoenix Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority and is entered on the Financial Services Register (registration no. 110418). As part of SunLife’s commitment to quality service and security, telephone calls may be recorded.

SunLife Limited distributes financial products and services and is a company limited by shares, registered office: 1 Wythall Green Way, Wythall, Birmingham, B47 6WG (registered in England, no. 05460862). SunLife Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (registration no. 769427).

You can contact us by post at SunLife, PO Box 1395, Peterborough, PE2 2TR or by phone on 0800 008 6060.

If you choose to add Funeral Benefit Option to your Guaranteed Over 50 Plan the funeral services are arranged and provided by Dignity Funerals Limited. Dignity Funerals Limited is a company registered in England and Wales No. 00041598. VAT registered No. 486 6081 14. 4 King Edwards Court, King Edwards Square, Sutton Coldfield, West Midlands, B73 6AP. Telephone No. 0121 354 1557. Fax No. 0121 355 808. Part of Dignity plc. A British Company. Dignity are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority but are registered providers with the Funeral Planning Authority.

Who provides the Funeral Plans?

The funeral services are arranged by a funeral director selected by Golden Charter Ltd. Golden Charter Ltd are not required to be authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in relation to funeral plans but are registered providers with the Funeral Planning Authority.

If you choose to pay for your funeral in one go, with a single payment, you will have a contract with Golden Charter. The funeral services will be arranged by a funeral director selected by Golden Charter Ltd.

If you choose to pay for your funeral with a life insurance policy, the policy will be provided by AXA Wealth Ltd, trading as SunLife. The funeral services will be arranged by a funeral director selected by Golden Charter Ltd.

Who provides My Smarter (ISA)?

My Smarter (ISA) is provided by Scottish Friendly Asset Managers Limited. Authorised and regulated by the Financial Conduct Authority. Details can be found on the Financial Services register, registration No. 188832. Member of The Investment Association. Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.

Who provides the Will writing services?

Hugh James is authorised and regulated by the Solicitors Regulation Authority (SRA Number:303202).

The information contained on this website is based on Hugh James' understanding of the law of intestacy in England and Wales only as at April 2014. The law in Scotland and Northern Ireland is significantly different. This is for information purposes and is not intended to be legal advice.

Who provides Family Life Insurance?

SunLife Family Life Insurance is provided by Scottish Friendly Assurance Society Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Details can be found on the Financial Services register (registration number 110002). Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ. 

Who provides SunLife Pet Insurance

SunLife Pet Insurance is arranged and administered by BDML Connect Limited. BDML Connect Limited is authorised and regulated by the Financial Conduct Authority (No. 309140). Registered in England and Wales Number 02785540. Registered Office: 45 Westerham Road, Bessels Green, Sevenoaks, Kent, TN13 2QB.

Who provides SunLife Home Insurance

SunLife Home Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.

Who provides SunLife Car Insurance

SunLife Car Insurance is arranged and administered by BISL Limited and underwritten by a panel of insurers. BISL Limited are an intermediary authorised and regulated by the Financial Conduct Authority. Registered in England no. 03231094. Registered office Pegasus House, Bakewell Road, Orton Southgate, Peterborough PE2 6YS.