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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 2023-03-22 Director's Dealing
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
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is an RNS (Regulatory News Service) announcement dated March 22, 2023, titled 'Notification of Transactions by Persons Discharging Managerial Responsibilities'. It details the grant of share options to PDMRs (Romi Savova, Jonathan Lister Parsons, and Christoph J. Martin) and explicitly states that the notification is made in accordance with Article 19 of the UK Market Abuse Regulation. This content directly corresponds to reporting insider transactions by directors/executives, which maps precisely to the 'Director's Dealing' category (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2023-03-22 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a formal announcement disseminated via RNS (London Stock Exchange news service). The title explicitly states 'Notice of Q1 Results 2023' and details that the company 'will publish a trading update for the quarter ending 31 March 2023 on Thursday 20 April 2023.' It also mentions that the results announcement and presentation will be made available for download on that date. Since this document is an announcement *about* a future report release (the Q1 Trading Update/Results) rather than the report itself, and it is being distributed through a regulatory news service, it fits the definition of a Report Publication Announcement (RPA). The document length (3445 chars) is also short, supporting the 'announcement vs. report' distinction (Rule 2).
2023-03-21 English
Appointment of Joint Corporate Broker
Board/Management Information Classification · 99% confidence The document is identified by the RNS Number header and the explicit mention that the information is provided by RNS, the news service of the London Stock Exchange, which is approved as a Primary Information Provider. The content announces the 'Appointment of Joint Corporate Broker,' which is a specific corporate event announcement. Since this is a general regulatory announcement disseminated via the official news service (RNS) and does not fit into the more specific categories like Director's Dealing (DIRS), Management Change (MANG), or Capital Change (CAP), it falls best under the general Regulatory Filings category (RNS) or potentially a specific announcement type if one were available. Given the options, RNS is the most appropriate fallback for a general regulatory news service release that isn't a core financial report or specific corporate action like a dividend or share buyback.
2023-03-20 English
Price Monitoring Extension
Regulatory Filings Classification · 98% confidence The document explicitly starts with 'RNS Number' and contains information about a 'Price Monitoring Extension' related to trading on the London Stock Exchange. It concludes by stating, 'This information is provided by RNS, the news service of the London Stock Exchange.' This strongly indicates that the document is a general regulatory announcement disseminated through the RNS system, which aligns with the definition for 'Regulatory Filings' (RNS) as a general regulatory announcement or fallback category.
2023-03-17 English
FY 2022 Results Announcement
Earnings Release Classification · 98% confidence The document explicitly states it announces 'audited full year results for the year ended 31 December 2022'. It contains detailed financial tables, revenue figures, Adjusted EBITDA, AUA, customer metrics, and commentary from the CEO regarding the full year performance. This content structure is characteristic of a comprehensive annual financial report. Although it is distributed via RNS (Regulatory News Service), the core content is the full-year financial performance review, which aligns best with the Annual Report (10-K) definition, even if it might be a preliminary release or equivalent for a UK-listed company not filing a US 10-K. Given the depth of the financial data covering the entire fiscal year, it is classified as the Annual Report (10-K) equivalent, rather than just an Earnings Release (ER) or a Report Publication Announcement (RPA). FY 2022
2023-03-16 English
FTSE UK Index Inclusion
Regulatory Filings Classification · 98% confidence The document is identified by the header 'RNS Number : 5982R' and contains standard boilerplate language from the London Stock Exchange's news service ('This information is provided by RNS, the news service of the London Stock Exchange.'). The content announces that PensionBee Group plc will be included in the FTSE UK Index series, effective March 20, 2023. This is a general, time-sensitive announcement made via the regulatory news service, but it does not fit neatly into specific categories like Earnings Release (ER), Capital Update (CAP), or Director's Dealing (DIRS). Since it is a regulatory announcement that doesn't match a more specific code, the appropriate fallback category is Regulatory Filings (RNS). The document length (4803 chars) is substantial enough that it is the announcement itself, not just a brief notice pointing to an attachment, which would favor RPA.
2023-03-02 English

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