FINANCIAL SERVICES

The financial services sector is vibrant, diverse, and key to the UK economy. A range of long-term structural drivers are impacting the industry. These include an increasingly stringent regulatory environment, a continuing shift in wealth to the over-55 demographic, and the use of data and technology in transforming business efficiency, performance and customer outcome.

 

With a long history of investing across the financial services sector, Phoenix seeks investments that will benefit from these important growth drivers. We have invested in: both non-life and life insurance; financial products for retirees; and a range of support services for the wider financial services sector.

 

OUR INVESTMENTS IN THE SECTOR


Examples of some of our investments in the sector

KEY RETIREMENT
 

Founded by CEO Colin Taylor, Key Retirement Group (KRG) is a leading independent provider of specialist financial products for retirees. Through its More2Life subsidiary, KRG directly originates lifetime mortgages (LTMs) on behalf of third party funders

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PARTNERSHIP ASSURANCE

Partnership Assurance was the market-leading provider of annuities for people with serious medical conditions and those entering, or planning for, residential care. During Phoenix’s investment period, the team was strengthened with the recruitment of both senior executives and non-executives to the board.

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OUR EXPERTISE

Learn more about the other core sectors we focus on.