AXA Pensions

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Listing Text (AXA): Link to Find an IFA (Pension) In 1997 Sun Life merged with AXA Equity and Law to form the company AXA Sun Life Plc. Both life offices were well established in the financial services market, being founded in the nineteenth century, and between them they provide a wide range of protection, investment, and pensions products. Product Details Text : Display URL : www.axa.co.uk

In 1997 Sun Life merged with AXA Equity and Law to form the company AXA Sun Life Plc. Both life offices were well established in the financial services market, being founded in the nineteenth century, and between them they provide a wide range of protection, investment, and pensions products. It is part of the AXA Group, one of the largest insurance groups in the world, managing around £935bn as at 31st December 2007. AXA Group had 67m clients world wide (individuals and businesses) as at 31st December 2007 and 120,000 employees and tied agents worldwide as at 31st December 2007. AXA has major operations in Western Europe, North America and the Asia/Pacific area and is present in 54 countries.

The above information relates to AXA Group as a whole, companies within the AXA group have no automatic right of access to the assets of other companies within the group.

Fortune 500 results:

AXA is the 15th largest company in the world, by revenue. AXA is the 6th largest company in Europe by revenue. AXA is the 2nd largest company in the ‘Insurance: Life, Health (stock)’ category by revenue. AXA is one of the largest insurance groups in the world by revenue. Source: Fortune Global 500 July 2007

AXA Isle of Man has over 26,800 clients and over £5.9bn in assets under management (as at 31st December 2007)

Recent Awards

AXA’s online planning tool was awarded an eee rating, one of the highest ratings for e-Excellence Source: Financial Technology Research Centre eee – e-Excellence rating, 2008 AXA was awarded a 5 Star award for the AXA Isle of Man Evolution Bond, AXA Investment Bond, AXA Critical Illness Decreasing Term, AXA Critical Illness Level Term, AXA Critical Illness Stand Alone and AXA Income Protection. (Defaqto, 2007)

Performance and range of funds

AXA offer a wide range of funds please refer to product details for further information.

Pension products range/suitability

AXA market a broad range of Pension Products from simple Individual Stakeholder Pensions (aimed at the mass market) to sophisticated Small Self-Administered Schemes. Our range covers: Individual Stakeholder Pension Plan, Individual Personal Pension Plan, Self Invested Personal Pension Plan, Personal Pension Income Drawdown Plan, Personal Pension Phased Retirement Plan, Occupational Transfer Plan (Section 32 Buy Out Contract), Occupational Drawdown Plan, Suntrust Plan (our Small Self Administered Scheme), Trustee Investment Plan, Group Personal Pension Plan, Group Stakeholder Pension Plan, Group Occupational Pension Plan (Chapter I), Group Occupational Pension Plan (Chapter (IV), Group Occupational Pension Additional Voluntary Contribution Plan and DA77 (our Group Final Salary Defined Benefit Scheme).

As at June 2008

Pension products are complex long-term financial products, which need careful planning and expert advice. Always use a qualified financial adviser before making decisions of this type.

If you need help in finding an appropriate adviser then use our Find an IFA Service now : Find an IFA

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