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PENSIONBEE GROUP PLC — Investor Relations & Filings

Ticker · PBEE ISIN · GB00BNDRLN84 LEI · 2138008663P5FHPGZV74 IL Financial and insurance activities
Filings indexed 282 across all filing types
Latest filing 2025-10-27 Regulatory Filings
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
Regulatory Filings Classification · 98% confidence The document is a 'Block Listing Six Monthly Return' filed via the London Stock Exchange's RNS (Regulatory News Service). It details the issuance of shares under specific employee share option schemes over a six-month period. This type of filing relates to capital changes and share issuance reporting, which falls under the 'Share Issue/Capital Change' category (SHA).
2025-10-27 English
Q3 2025 Results
Earnings Release Classification · 100% confidence The document is a 'Q3 2025 Results' announcement for PensionBee Group plc. It provides a detailed breakdown of quarterly financial performance, including revenue, EBITDA, Assets under Administration (AUA), and customer growth metrics. It also includes management commentary and forward-looking statements. While it contains a link to download a full report, the document itself provides the comprehensive financial data and highlights for the quarter, making it an Earnings Release (ER) rather than a mere publication announcement. Q3 2025
2025-10-22 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is a 'Total Voting Rights' announcement issued by PensionBee Group plc in accordance with the Financial Conduct Authority's Disclosure Guidance and Transparency Rules. It provides the total number of shares and voting rights to assist shareholders in calculating their notification obligations. This type of regulatory disclosure regarding share capital and voting rights does not fit into specific categories like 'Share Issue' or 'Major Shareholding Notification' directly, and is best classified as a general regulatory filing.
2025-09-30 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is a 'TR-1: Standard form for notification of major holdings' filed by PensionBee Group plc. It details an acquisition of voting rights by Mudita Advisors LLP, crossing a specific threshold. This is a classic regulatory disclosure regarding significant share ownership changes, which falls under the 'Major Shareholding Notification' category.
2025-09-23 English
Notice of Results
Report Publication Announcement Classification · 100% confidence The document is a short announcement (under 5,000 characters) from PensionBee Group plc regarding the upcoming publication of their Q3 2025 results. It provides the date of the future release and details for an associated webcast. Per the 'Menu vs Meal' rule, this is an announcement of a report, not the report itself, and therefore qualifies as a Report Publication Announcement (RPA).
2025-09-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of transactions by Persons Discharging Managerial Responsibilities (PDMRs), specifically detailing the exercise of share options and the subsequent sale of shares by the CEO and CTO of PensionBee Group plc. This falls directly under the definition of 'Director's Dealing' (DIRS), which covers personal share transactions by company directors and executives as required by market abuse regulations.
2025-09-11 English

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