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PENSIONBEE GROUP PLC — Investor Relations & Filings

Ticker · PBEE ISIN · GB00BNDRLN84 LEI · 2138008663P5FHPGZV74 IL Financial and insurance activities
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Filings indexed 282 across all filing types
Latest filing 2023-11-10 Earnings Release
Country GB United Kingdom
Listing IL PBEE

About PENSIONBEE GROUP PLC

https://www.pensionbee.com/

PensionBee Group PLC is a direct-to-consumer online pension provider. The company's technology platform enables customers to find and consolidate their existing, separate pension pots into a single, manageable online plan. This service simplifies retirement savings by combining multiple pensions, including facilitating 401(k) rollovers into Individual Retirement Accounts (IRAs). PensionBee provides customers with a consolidated view of their retirement funds, digital management tools, and educational content to support informed financial decisions. The platform is designed to enhance user confidence and control over their long-term savings.

Recent filings

Filing Released Lang Actions
Pivotal Profitability Milestone Achieved
Earnings Release Classification · 97% confidence The document is short (4658 characters) and announces a key operational achievement: 'Pivotal Profitability Milestone Achieved' (Adjusted EBITDA profitability for October 2023). It uses the RNS Number format ('RNS Number : 1379T') and is dated 10 November 2023. This structure strongly suggests a regulatory news service announcement, which is typically brief and designed to disseminate material information quickly. Since it is not a full financial report (like 10-K or IR) but rather a specific, material announcement disseminated via the RNS system, it fits best under the general 'Regulatory Filings' category (RNS) or potentially 'Earnings Release' (ER) if it were quarterly results. However, since it is a specific operational milestone announcement rather than a formal quarterly earnings release detailing P&L/Balance Sheet figures, RNS is the most appropriate general regulatory announcement category, especially given the RNS header and footer information. It is not a proxy statement (DEF 14A), a dividend notice (DIV), or a management discussion (MDA). Given the context of being a brief announcement disseminated via RNS, RNS is the best fit as a general regulatory filing. Q4 2023
2023-11-10 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 98% confidence The document is identified by the RNS Number (7691R) and the header 'RNS Number'. The content explicitly states the 'Total Voting Rights' as of a specific date (31 October 2023) and provides the total number of issued shares, which is information required under DTR 5.6.1 of the Transparency Directive. This type of notification regarding share capital structure and voting rights is a standard regulatory announcement. Since it is a specific regulatory disclosure that doesn't fit into the more specific categories like Director's Dealing (DIRS) or Major Shareholding Notification (MRQ), and it is a direct notification to the market via RNS, it best fits the general Regulatory Filings category (RNS) or potentially a specific capital/share change category. However, 'Total Voting Rights' announcements are often classified under general regulatory disclosures when a more specific code isn't available. Given the options, RNS (Regulatory Filings) is the most appropriate fallback for this specific, short regulatory update that isn't a dividend, share issue, or management change. It is not a full report, so RPA is less likely than RNS for this specific content type.
2023-10-31 English
Block listing Interim Review
Remuneration Information Classification · 99% confidence The document is explicitly labeled with an 'RNS Number' and contains the header 'PensionBee Group plc Blocklisting Six Monthly Return'. It details the balance of unallotted securities under various share option schemes over a specific period (April 26, 2023, to October 25, 2023). This format is characteristic of a regulatory filing submitted to the London Stock Exchange via the Regulatory News Service (RNS). While it relates to capital structure (SHA) or potential future share issues, the primary nature of this document is a routine regulatory disclosure required by listing rules, making 'RNS' (Regulatory Filings) the most appropriate general category, especially since 'Blocklisting Six Monthly Return' is not a specific code provided. Given the explicit RNS branding and structure, RNS is the best fit.
2023-10-26 English
3Q 2023 Results Announcement
Earnings Release Classification · 99% confidence The document is titled 'Trading Update for the nine months ended 30 September 2023' and provides key financial highlights (AUA, Revenue, Adjusted EBITDA) for that nine-month period, along with commentary on strategy and outlook. This content structure—a brief update on recent performance metrics rather than a full annual or quarterly report—is characteristic of an Earnings Release (ER). Although it covers nine months, which might suggest an Interim Report (IR), the tone and format are typical of an initial results announcement focusing on key figures and forward guidance, often released before the full, detailed Interim Report. The presence of the RNS Number (5850Q) and the date (19 October 2023) confirms it is a regulatory announcement. Given the focus on 'Trading Update' and key performance indicators for a specific period, 'ER' (Earnings Release) is the most appropriate classification, as it precedes the comprehensive 'IR' (Interim Report). 9M 2023
2023-10-19 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is identified by the header 'RNS Number : 8364N' and explicitly states it is providing notification to the market under DTR 5.6.1 of the Transparency Directive regarding the Total Voting Rights as of 29 September 2023. This type of mandatory regulatory disclosure, which announces a specific metric (total shares/voting rights) that shareholders use for disclosure calculations, is a standard regulatory announcement. Since it is a short, specific regulatory update that doesn't fit the detailed definitions of 10-K, IR, or ER, and is clearly distributed via RNS, it falls best under the general 'Regulatory Filings' category (RNS) or potentially 'Major Shareholding Notification' (MRQ) if it were about a shareholder crossing a threshold, but since it's the company announcing its total denominator, RNS is the most appropriate general regulatory catch-all for this specific type of disclosure not covered elsewhere. Given the options, RNS is the best fit for a general regulatory announcement distributed via the RNS system.
2023-09-29 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a short announcement (3311 characters) issued via RNS (Regulatory News Service) on September 19, 2023. The title explicitly states 'Notice of 3Q Results 2023' and details that the company 'will publish a trading update for the nine months ending 30 September 2023 on Thursday 19 October 2023.' It also mentions that the results announcement and presentation will be made available for download on that future date. According to Rule 2 (The 'MENU VS MEAL' Rule), a short document announcing the future publication of a report, rather than containing the report itself, should be classified as a Report Publication Announcement (RPA).
2023-09-19 English

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