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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 2022-10-25 Remuneration Information
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
Block listing Interim Review
Remuneration Information Classification · 99% confidence The document is identified by the 'RNS Number' header and contains specific regulatory reporting details, including the applicant name, scheme name, and a reporting period ('From: 26 April 2022 To: 25 October 2022'). The title explicitly states 'Blocklisting Six Monthly Return'. A six-monthly return related to a share option scheme is a specific type of regulatory disclosure. While it relates to capital/shares, the structure and explicit mention of 'RNS' and the nature of the return (tracking unallotted securities under a scheme) strongly suggest a general regulatory filing rather than a specific capital change announcement (SHA) or transaction in own shares (POS). Given the options, 'RNS' (Regulatory Filings) is the most appropriate general category for this type of mandatory disclosure that doesn't fit a more specific financial report type (like 10-K or ER). The document length is short (2486 chars), but it is the report itself, not an announcement *about* a report, so RPA is less suitable than RNS for this specific regulatory form.
2022-10-25 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification titled 'Notification of Transaction by Person Discharging Managerial Responsibilities ('PDMR') and persons closely associated ('PCA') with them'. It details the purchase of ordinary shares by a Director (Mary Francis CBE) and an associated person, referencing Article 19 of the UK Market Abuse Regulation. This content specifically relates to insider trading or director/executive share transactions, which maps directly to the 'Director's Dealing' category.
2022-10-21 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification titled 'Notification of Transaction by Person Discharging Managerial Responsibilities ("PDMR")' concerning a Director (Lara Oyesanya) purchasing company shares. This type of filing, detailing personal share transactions by directors and executives, directly corresponds to the definition of Director's Dealing. The presence of 'RNS Number', 'LEI', and reference to 'Article 19 of the UK Market Abuse Regulation' confirms it is a regulatory disclosure of insider trading activity. Therefore, the appropriate code is DIRS.
2022-10-21 English
3Q 2022 Results Announcement
Earnings Release Classification · 99% confidence The document is titled 'Trading Update for the nine months ending 30 September 2022' and provides key financial highlights (Invested Customers, AUA, Revenue, Adjusted EBITDA) for a specific interim period (nine months). This structure—a brief announcement focusing on key performance indicators for a period shorter than a full year—is characteristic of an Earnings Release (ER). It is not a comprehensive 'Interim Report' (IR) as it lacks the full set of detailed financial statements typically found in an IR, focusing instead on highlights and outlook. The presence of the RNS Number and the format strongly suggest a regulatory announcement of results, fitting the ER definition best. 9M 2022
2022-10-20 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is provided by 'RNS, the news service of the London Stock Exchange'. The content notifies the market about the 'Total Voting Rights' as of a specific date (3 October 2022), which is a mandatory disclosure under transparency rules (DTR 5.6.1). This type of routine regulatory notification, which is not a full report (like 10-K or IR) and doesn't fit other specific categories like Director's Dealing (DIRS) or Major Shareholding (MRQ), is best classified as a general Regulatory Filing (RNS). The document length is short (2524 chars), supporting the classification as an announcement rather than a full report.
2022-10-03 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a short announcement (3651 characters) distributed via RNS (RNS Number: 5913B) from PensionBee Group plc. The core content states that the company "will publish a trading update for the quarter ending 30 September 2022 on Thursday 20 October 2022." It also mentions that a copy of the results presentation will be made available for download on that date. According to Rule 2 (The 'MENU VS MEAL' Rule), when a document is short and announces the publication or availability of a report (like a trading update or results presentation), it should be classified as a Report Publication Announcement (RPA), not the report itself (ER or IR). The presence of the RNS header and the explicit announcement of a future report release strongly points to RPA.
2022-10-03 English

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