We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

Alltrust to Acquire Phoenix Wealth Family Suntrust schemes

April 29, 2026
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We are pleased to announce that Alltrust has agreed to acquire the Phoenix Wealth Family Suntrust schemes.

This marks a significant milestone, bringing together two pioneering family pension trust propositions originally created to meet the evolving needs of advisers and their clients in managing wealth across generations.

As part of this transition, members can be reassured that there will be no change to their underlying investments or trustee protections, with continuity of service remaining a top priority.

Looking ahead, we are investing further in our technology, governance and service capabilities, alongside plans to reopen the proposition to new business. Our ambition is clear: to provide a long-term, specialist home for family pension trust arrangements and deliver a first-class experience for both members and advisers.

We look forward to working closely with all stakeholders to ensure a smooth transition.

Read more: https://www.moneymarketing.co.uk/news/alltrust-to-acquire-phoenix-wealth-family-suntrust-schemes/