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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 2024-10-23 Capital/Financing Update
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
Placing Announcement
Capital/Financing Update Classification · 99% confidence The document is an official announcement (RNS Number: 3620J) detailing the intention of PensionBee Group plc to conduct a 'non-pre-emptive cash placing' to raise gross proceeds of approximately £20 million through the issue of new ordinary shares. This activity directly relates to fundraising, financing, and capital structure changes. This aligns perfectly with the definition of 'Capital/Financing Update' (Code: CAP). Although it mentions a separate trading update, the primary focus and substance of this specific filing is the proposed share placing.
2024-10-23 English
Q3 2024 Results
Earnings Release Classification · 99% confidence The document is explicitly titled 'Q3 2024 Results' and provides an 'unaudited' trading update for the quarter ended 30 September 2024. It contains key financial metrics (Assets under Administration, Revenue, Adjusted EBITDA) and operational highlights for the period. This structure—a concise announcement of period-specific financial performance, often released before the full statutory report—is characteristic of an Earnings Release (ER). While it contains detailed figures, it is presented as a summary update, not the comprehensive, audited Annual Report (10-K) or a detailed Interim/Quarterly Report (IR) which typically includes full statutory financial statements. Since it is the initial announcement of quarterly results, ER is the most appropriate classification. The document is not a short announcement linking to a report, but the report summary itself. Q3 2024
2024-10-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is explicitly labeled as an 'RNS Number' filing from 'PensionBee Group plc' dated '07 October 2024'. The title is 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds. This directly corresponds to the definition of Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels (crossing thresholds). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2024-10-07 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is very short (3363 characters) and its primary purpose is to notify the market about the 'Total Voting Rights' as of a specific date (02 October 2024), referencing DTR 5.6.1 of the Transparency Directive. This type of mandatory disclosure, which informs shareholders of the denominator for calculating ownership changes, is a standard regulatory announcement. Since it is not a full report (like 10-K or IR) but a brief notification distributed via RNS, it fits best under the general 'Regulatory Filings' category (RNS) or potentially a specific voting rights announcement if one existed, but RNS serves as the appropriate general regulatory fallback for such short, mandatory updates that don't fit other specific categories like Director's Dealing or Major Shareholding Notification. Given the context of RNS distribution and the nature of the content (Total Voting Rights notification), RNS is the most appropriate classification.
2024-10-02 English
Capital Markets Day 2024
Report Publication Announcement Classification · 99% confidence The document is an RNS announcement (indicated by 'RNS Number : 3010G') dated October 1, 2024, titled 'PensionBee Group plc Capital Markets Day 2024'. It details the schedule, presentation highlights, and financial guidance framework to be presented during the Capital Markets Day event. A Capital Markets Day presentation, which outlines strategy, product, and financial outlook to investors, aligns most closely with the Investor Presentation (IP) category. Although it is distributed via RNS, the core content is an investor presentation, not just a brief announcement of a report's publication (RPA/RNS). The content is substantial enough to be classified as the presentation itself, or the announcement of the presentation's content/event.
2024-10-01 English
Notice of Results
Regulatory Filings Classification · 98% confidence The document is a short announcement (4075 characters) released via RNS (Regulatory News Service) on September 20, 2024. The core content explicitly states that PensionBee Group plc 'will publish its Q3 Results for the quarter ending 30 September 2024 on Wednesday 23 October 2024' and provides details for an associated webcast. This structure—announcing the future release date and details of a report (Q3 Results)—fits the definition of a Report Publication Announcement (RPA). It is not the Q3 report itself (which would likely be an IR or ER if released now), nor is it a general regulatory filing (RNS) since a more specific category applies.
2024-09-20 English

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