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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 2024-03-15 Major Shareholding Noti…
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
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled as an 'RNS Number' and contains a 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of 'Major Shareholding Notification'. The key elements are the notification of an 'acquisition or disposal of voting rights' and the resulting percentage crossing a threshold (10.020000%). This fits the 'Major Shareholding Notification' category (MRQ) better than the general 'Regulatory Filings' (RNS) fallback, as MRQ is a specific type of regulatory filing concerning ownership changes.
2024-03-15 English
FY 2023 Results Announcement
Earnings Release Classification · 95% confidence The document is an official announcement from PensionBee Group plc regarding its 'Full Year Results for the year ended 31 December 2023'. It contains key financial highlights, performance metrics, management commentary, and guidance. While it provides substantive financial data, it is structured as an 'Earnings Release' (RNS announcement) rather than a full Annual Report (10-K), as it serves as the initial public disclosure of these results and includes instructions for an upcoming investor presentation. FY 2023
2024-03-13 English
Announcement of Proposed US Expansion
M&A Activity Classification · 99% confidence The document is an official announcement released via RNS (RNS Number: 4125F) on March 4, 2024. The title is 'Announcement of Proposed US Expansion' and it details a strategic move involving a term sheet with a US financial institution. This announcement concerns a significant corporate action (expansion/partnership) and is clearly structured as a regulatory disclosure, including references to UK MAR and inside information disclosure requirements. Since it is not a full annual report (10-K), a quarterly report (IR), an earnings release (ER), or a specific shareholder vote result (DVA), and it is a formal regulatory disclosure, the most appropriate classification is the general regulatory filing category, RNS, as it is distributed through the London Stock Exchange's news service.
2024-03-04 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is a notification released via RNS (the news service of the London Stock Exchange) on February 29, 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 shares (224,036,085). This type of mandatory disclosure regarding the total number of voting rights, which shareholders use as a denominator for ownership calculations, is a standard regulatory announcement. Since it is a short, specific regulatory update that doesn't fit the detailed definitions of 10-K, IR, or ER, and it is distributed via RNS, it best fits the general 'Regulatory Filings' category (RNS) or potentially a specific category if one existed for voting rights, but based on the provided list, RNS is the most appropriate general regulatory filing code for this type of market notice.
2024-02-29 English
Notice of Results
Regulatory Filings Classification · 98% confidence The document is a formal announcement released via RNS (Regulatory News Service) on February 5, 2024. The title is "Notice of Results 2023 Full-Year Results". However, the content explicitly states that the company "will publish its Full-Year Results for the year ending 31 December 2023 on Wednesday 13 March 2024". It then provides details about the upcoming webcast, conference call, and a subsequent Investor Meet Company presentation. Crucially, it also includes a '2024 Financial Calendar for Results' which lists the date for the 'Publication of Annual Report' (April 11, 2024) and the 'Annual General Meeting' (May 16, 2024). Since this document is announcing *when* the results and reports will be published, rather than containing the full results or the Annual Report itself, it fits the definition of a Report Publication Announcement (RPA). It is not the 10-K (Annual Report) or the ER (Earnings Release), as those are scheduled for later dates.
2024-02-05 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is identified by the header 'RNS Number' and contains a 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, specifically when a shareholder crosses or reaches a notification threshold. The content details the shareholder (Morgan Stanley), the date the threshold was crossed (26-Jan-2024), and the resulting total percentage of voting rights (6.044284%). This directly corresponds to the definition of 'Major Shareholding Notification' (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2024-01-31 English

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