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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 2022-03-17 Report Publication Anno…
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
Equity Development Analyst Report
Report Publication Announcement Classification · 99% confidence The document is a short announcement (3915 characters) distributed via RNS, identified by the RNS Number '1795F'. The core content states that PensionBee Group plc 'today welcomes the publication of an analyst report by Equity Development' and provides a link to that report. According to Rule #2 (The 'MENU VS MEAL' Rule), when a document is short and announces the publication of another report (in this case, an 'Equity Development Analyst Report'), it should be classified as a Report Publication Announcement (RPA). It is not the analyst report itself, nor is it a standard regulatory filing like a 10-K or IR.
2022-03-17 English
FY 2021 Preliminary Results Announcement
Earnings Release Classification · 100% confidence The document explicitly states: "PensionBee Group plc today announces its preliminary unaudited results for the year ending 31 December 2021." It contains detailed financial highlights (Revenue, AUA, EBITDA, EPS) comparing 2021 to 2020, and includes commentary from the CEO regarding the full year's performance. This structure is characteristic of an Earnings Release (ER) or an Interim/Annual Report. Since the period covered is the full year ending 31 December 2021, it is the annual result announcement. While it contains comprehensive data, the title 'Preliminary Results' and the context of an RNS announcement strongly suggest this is the initial release of the annual figures, fitting the definition of an Earnings Release (ER) or potentially an Annual Report (10-K) if it were the final audited version. Given the RNS format and the use of 'Preliminary' results, ER is the most precise fit for the initial announcement of annual figures, although it is quite detailed. However, the definition for 10-K is 'Official yearly report covering company activity and full financial performance.' This document serves as the primary announcement of the full-year performance. Given the depth of financial tables and the full-year scope, it leans towards the comprehensive annual reporting structure, but the 'Preliminary' nature often aligns with ERs. Since it covers the full year and is highly detailed, I will classify it as the primary annual result announcement, which is often captured by 10-K in US contexts, but here, the closest fit for a comprehensive annual financial summary announcement is often ER if it precedes the final 10-K, or IR if it's a comprehensive interim report. Since it is the full year, and it is an announcement of results, ER is appropriate, but given the length and detail, it is more than just highlights. Let's re-evaluate the definitions: ER is 'Initial announcement of quarterly/periodical financial results (key highlights only).' IR is 'Comprehensive financial report for a period shorter than a year (e.g., half-year).' Since this is the full year, and it is very detailed, it functions as the primary annual results disclosure. In the absence of a specific 'Preliminary Annual Results' code, and noting it contains far more than just 'key highlights' (it has extensive tables and definitions), it is a strong candidate for a comprehensive report. However, the document is filed via RNS (RNS Number: 0583F) and is titled 'Preliminary Results'. This format strongly suggests it is the initial public release of the annual figures, which aligns best with the Earnings Release (ER) category, even if it is more detailed than a typical quarterly ER. If it were the final, audited document, 10-K would be better. Sticking with ER as the initial announcement of the full year's performance via RNS. FY 2021
2022-03-17 English
Investor Presentation - 18 March 2022
Report Publication Announcement Classification · 99% confidence The document is a formal announcement released via RNS (RNS Number: 4389D) on March 3, 2022. The core content explicitly states: "PensionBee Group plc ('PensionBee'), is pleased to announce it will be conducting an online presentation for investors following the release of preliminary results for the period to 31 December 2021." It provides details (date, time, registration link) for this upcoming investor presentation. This fits the definition of an Investor Presentation announcement, which is classified as 'IP'. Although it announces a future event, the document itself is the announcement of that presentation, not the presentation slides or the actual results release (ER/MDA). Given the specific nature of announcing an 'Investor Presentation', IP is the most accurate code, rather than the general 'RPA' or 'RNS'.
2022-03-03 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is very short (2517 characters) and explicitly states it is providing notification regarding the 'Total Voting Rights' as of a specific date (1 March 2022), referencing DTR 5.6.1 of the Transparency Directive. This type of mandatory disclosure, which informs shareholders of the total number of shares that can be used for calculating ownership thresholds, is a standard regulatory announcement. Since it is a specific regulatory notification that doesn't fit the definitions for AGM, ER, DIV, or DIRS, and it is not an announcement *about* a report (RPA), the most appropriate classification is the general regulatory filing category, RNS, as it is distributed via RNS and serves as a mandatory market disclosure.
2022-03-01 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with "RNS Number : 0461B" and contains the standard header/footer information associated with RNS (Regulatory News Service) announcements from the London Stock Exchange. The content details a "TR-1: Standard form for notification of major holdings" filed by Norges Bank regarding an acquisition of voting rights in PensionBee Group plc, crossing a threshold on 12-Jan-2022. This type of filing, which reports changes in significant share ownership, directly corresponds to the definition for Major Shareholding Notification (MRQ). Although RNS is present, MRQ is the more specific classification for this content type.
2022-02-08 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is very short (3589 characters) and its primary purpose is to announce that the company, PensionBee Group plc, "will publish its preliminary results for the year ending 31 December 2021 on Thursday 17 March 2022." It explicitly states that a copy of the results will be made available for download later. This fits the definition of a Report Publication Announcement (RPA) under the 'MENU VS MEAL' rule, as it announces the future release of a report rather than being the report itself (like an ER or IR). The RNS Number and LSE context confirm it is a formal regulatory announcement.
2022-02-03 English

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