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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 2021-10-21 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
3Q 2021 Results Announcement
Earnings Release Classification · 99% confidence The document is explicitly titled 'Trading Update for the nine months ending 30 September 2021' and provides key financial highlights (AUA, Revenue, Adjusted EBITDA) and operational metrics for that nine-month period. This structure—a focused update on performance for a period shorter than a full fiscal year, released outside of the main annual filing—is characteristic of an Interim Report (IR). Although it contains highlights similar to an Earnings Release (ER), the depth of the financial tables and the focus on a nine-month period strongly suggest a comprehensive Interim Report rather than just the initial press release highlights. 9M 2021
2021-10-21 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is an RNS announcement (RNS Number : 9823N) dated October 5, 2021. The content explicitly states that PensionBee Group plc "will publish a trading update for the quarter ending 30 September 2021 on Thursday 21 October 2021." It also mentions that a copy of the results presentation will be made available for download on that date. Since the document itself is not the trading update or the presentation, but rather an announcement about the future publication of those results, it fits the definition of a Report Publication Announcement (RPA). The document is short and serves to inform the market about the upcoming release of results.
2021-10-05 English
Total Voting Rights
Regulatory Filings Classification · 98% 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 announces the 'Total Voting Rights' as of a specific date (4 October 2021) and provides the total number of shares, which is information relevant for shareholders determining notification requirements under the Disclosure Guidance and Transparency Rules (DTR 5.6.1). This type of mandatory regulatory disclosure, which is not a full report (like 10-K or IR) and doesn't fit specific categories like Director's Dealing (DIRS) or Major Shareholding Notification (MRQ), falls best under the general regulatory announcement category, RNS. Given the specific nature of the content (Total Voting Rights), it is a standard regulatory filing.
2021-10-04 English
Interim Results
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Interim Results' for the six months ended 30 June 2021. It contains comprehensive financial statements, performance highlights, a CEO's report, and strategic updates. It is a substantive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). H1 2021
2021-09-21 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is a notification filed via RNS (RNS Number: 4694K) dated September 2, 2021. The content explicitly states the 'Total Voting Rights' as of that date, referencing DTR 5.6.1 of the Transparency Directive and providing the total number of issued shares (221,253,898). This type of regulatory disclosure, which deals with the total number of voting rights used as a denominator for shareholder disclosure calculations, is a specific type of regulatory announcement. While it is a regulatory filing (RNS), the most specific category that covers announcements related to voting rights and shareholder notifications, especially when not tied to a specific meeting result (DVA), is often best categorized under the general regulatory announcement umbrella if a more specific code isn't available. However, since the core content is a notification about the total voting rights denominator, which is a mandatory regulatory disclosure, and it is clearly marked as an RNS release from the London Stock Exchange, the most appropriate general regulatory category is RNS. It is not a DVA (Declaration of Voting Results) because it is not reporting the *results* of a vote, but the *denominator* for future voting calculations. Given the structure and source (RNS), 'RNS' is the best fit as a general regulatory filing.
2021-09-02 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a formal announcement released via RNS (RNS Number: 9008H) on August 10, 2021. The core content is a 'Notice of Results' stating that the company 'will publish its interim results for the six months ending 30 June 2021 on Tuesday 21 September 2021.' Since the document itself is not the interim results (IR) but an announcement about the future publication date of those results, it fits the definition of a Report Publication Announcement (RPA). The document is short and explicitly announces the publication of a future report.
2021-08-10 English

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