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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 2024-07-24 Director's Dealing
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
Holding(s) in Company
Director's Dealing Classification · 98% confidence The document is explicitly labeled as an 'RNS Number' notification and contains the header 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership (crossing thresholds) by an entity (Morgan Stanley in this case). This directly corresponds to the definition of a Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2024-07-24 English
Announcement of US Launch
Regulatory Filings Classification · 99% confidence The document begins with 'RNS Number : 8001W' and is dated 18 July 2024. It announces a significant business development: 'PensionBee Announces US Launch' and details a strategic agreement with State Street Global Advisors (SSGA). The structure, inclusion of RNS numbering, regulatory disclaimers at the end ('This information is provided by RNS, the news service of the London Stock Exchange.'), and the nature of the announcement (a strategic business update rather than a full financial report or earnings release) strongly indicate this is a general regulatory announcement disseminated via the London Stock Exchange's news service. This fits best under the Regulatory Filings (RNS) category, which serves as a general regulatory announcement fallback.
2024-07-18 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is a notification released via RNS (Regulatory News Service) on June 28, 2024. The core 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 (224,776,377) to be used as the denominator for shareholder notifications under the FCA's Disclosure Guidance and Transparency Rules. This type of mandatory disclosure regarding the total number of shares and voting rights is a standard regulatory announcement. Since it is a specific regulatory update that doesn't fit perfectly into the other defined categories (like DVA for voting results, or SHA for capital changes, although related), and it is a direct notification to the market via RNS, it is best classified as a general Regulatory Filing (RNS), as it is a mandatory disclosure required by market rules, not a comprehensive report or a specific event announcement like a dividend or AGM.
2024-06-28 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a short announcement (4235 characters) released via RNS (RNS Number: 1813U) on June 27, 2024. The title explicitly states 'Notice of Q2 Results 2024' and details that the company 'will publish its Q2 Results for the quarter ending 30 June 2024 on Wednesday 24 July 2024'. It also mentions that a copy of the announcement and presentation 'will be made available post-market close on 24 July 2024 for download'. According to Rule 2 (The 'MENU VS MEAL' Rule), a short document announcing the future publication of a report, rather than containing the full report itself, should be classified as a Report Publication Announcement (RPA).
2024-06-27 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified as an RNS (Regulatory News Service) announcement from the London Stock Exchange, indicated by the 'RNS Number' and the concluding boilerplate text referencing RNS and the FCA. The content itself is a 'TR-1: Standard form for notification of major holdings,' which details an acquisition or disposal of voting rights by Morgan Stanley, crossing a threshold. This type of mandatory disclosure regarding significant changes in share ownership falls directly under the definition of Major Shareholding Notification (MRQ). Although it is an RNS filing, MRQ is a more specific and accurate classification than the general RNS fallback.
2024-06-26 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and contains structured data fields typical of regulatory filings concerning changes in significant share ownership (voting rights crossing thresholds). The presence of 'RNS Number', 'ISIN', and references to voting rights percentages strongly indicates a mandatory disclosure to a stock exchange regulator. This aligns perfectly with the definition of a Major Shareholding Notification (MRQ), which covers changes in significant share ownership levels crossing thresholds.
2024-06-24 English

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