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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 2024-05-17 AGM Information
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
Results of 2024 Annual General Meeting
AGM Information Classification · 99% confidence The document explicitly states it announces the 'Results of 2024 Annual General Meeting' and provides a detailed table showing the poll results for resolutions voted on during the AGM held on May 16, 2024. This content directly corresponds to the definition of AGM Information (AGM-R), which covers presentations and materials shared during the Annual General Meeting. Although it mentions the Annual Report (Resolution 1), the primary purpose of this filing is to report the voting outcomes of the meeting itself.
2024-05-17 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is titled 'Notification of Transaction by Person Discharging Managerial Responsibilities ('PDMRs')' and details the acquisition and sale of shares by the Chief Financial Officer (Christoph J. Martin). It explicitly states that the announcement is made in accordance with Article 19 of the UK Market Abuse Regulation. This type of filing, reporting insider transactions by management, directly corresponds to the 'Director's Dealing' category. The presence of the RNS Number and the reference to the London Stock Exchange further confirms it is a regulatory disclosure, but the specific content points precisely to DIRS.
2024-05-10 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing notification to the market regarding the 'Total Voting Rights' as of a specific date (30 April 2024). This notification details the total number of issued shares and the resulting total number of voting rights, which is required under DTR 5.6.1 (Disclosure Guidance and Transparency Rules). This type of regulatory update, which is short and serves as a formal notification via the RNS system, fits best under the general 'Regulatory Filings' category (RNS) as it is not a specific financial report (like 10-K or IR) or a specific corporate action like a dividend or share repurchase, although it relates to capital structure. Given the options, RNS is the most appropriate general regulatory announcement code for this type of mandatory disclosure.
2024-04-30 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is explicitly labeled with 'RNS Number' 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' concerning Morgan Stanley crossing a threshold of voting rights in PensionBee Group plc. This type of mandatory disclosure regarding significant changes in share ownership is a specific regulatory filing. While it is a regulatory filing, the specific nature of reporting major shareholding changes aligns best with the 'Major Shareholding Notification' category (MRQ), which covers changes in significant share ownership levels crossing thresholds. Since TR-1 forms are the standard mechanism for this, MRQ is the most precise fit over the general RNS fallback.
2024-04-26 English
Block listing Interim Review
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and contains a 'Blocklisting Six Monthly Return' for PensionBee Group plc, covering the period from October 26, 2023, to April 25, 2024. This return details the balance of unallotted securities under various share option schemes (EMI, Non Tax-qualifying, and Omnibus Plan). A 'Blocklisting Return' is a specific regulatory filing related to the issuance of shares under employee share schemes, often required by listing authorities. Since this is a specific regulatory filing that details capital structure changes related to employee plans, it fits best under the general 'Regulatory Filings' category (RNS) as there is no specific code for a 'Blocklisting Return'. It is not a full financial report (10-K, IR), an earnings release (ER), or a management discussion (MDA). Given the RNS format and the nature of the disclosure, RNS is the most appropriate classification.
2024-04-26 English
Q1 2024 Trading Update
Earnings Release Classification · 99% confidence The document is explicitly titled 'Q1 2024 Trading Update' and provides unaudited financial highlights (Assets under Administration, Net Flows, Revenue, Adjusted EBITDA) for the three months ended March 31, 2024. This content structure—a brief update on key performance indicators for a recent, non-annual period—aligns perfectly with the definition of an Interim/Quarterly Report (IR). Although it contains an announcement about a presentation webcast, the core content is the detailed trading update itself, making IR the most appropriate classification over RPA or ER, as it is a comprehensive interim report, not just a release of highlights (ER) or an announcement of a report's availability (RPA). Q1 2024
2024-04-24 English

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