Written on: 26/07/2010
Got to agree with earlier poster re. AXA sunlife...getting statements and valuations was almost impossible...the IFA who set it up said "they only send them once a year"! On a £500,000 fund, with fees charged accordingly?
(IFA and AXA now sacked and funds doing very nicely with a brilliant manager who deals with me direct, and will give me daily valuations and information whenever requested.} (read more)
Written on: 05/03/2009 by rallerton
Having placed a lump sum with Sun Life (now AXA SUN LIFE) in a Flexible Transfer Plan over 20 yrs ago, all projections were wildly assumed. Even taking account of poor performance years and "Credit Crunch" we were surprised to find that the Maximum Tax Free Cash sum, plus annual pension available last year has reduced this year by a third. Unless you know the name of the policy, which Axa Sun Life has given to your original policy,you are unable to find any help even with Pension Advisory... (read more)
Written on: 27/10/2008 by Mike Oakwood (1 review written)
Pension was deliberately set up to pay off my mortgage, age 60 - I was assured that this would be from the realizable cash element of the pension fund (25%). Monthly payments were made over years & initially, the fund seemed to function reasonably well. This, by the way, described as a "Managed Fund". Around 6-8 yrs ago however, it consistently lost money &/or the yearly statements of its worth vacillated hugely (e. g circa £55K to £550K). I wrote to the advisors who had set the fund up... (read more)
Written on: 17/08/2007 by starry (1 review written)
I would never ever recommend anyone to trust their money to AXA after my experiences of this company.
Their pension plan was recommended to me by an independent financial advisor, and since applying for a pension in April 2007 I have had nothing but trouble.
They were quick enough to take the lump sum of money and put it in a holding account until the pension was set up. I waited about a month for confirmation of policy set up to come through, yet nothing arrived so I called them 3 times... (read more)
Written on: 15/08/2007 by bellblue (3 reviews written)
This is not a measure of market performance, more a reflection of the incompetence of Axa who, upon the acquisition of Sun Life some years ago, assured us that there would be a significant improvement in returns. Instead, they have milked our original investments dry! (read more)
Written on: 03/06/2007 by ARBATowers (1 review written)
I would have done better looking after my own money rather than listening to the "experts" at AXA Sunlife Pension. (read more)
Written on: 07/04/2006 by lizstafford
AXA Sunlife seem to have lost my original application; even so, they have treated my second application without any urgency, and have failed to meet the terms of their own complaints policy. (read more)
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