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Phoenix Group Holdings PLC — Investor Relations & Filings

Ticker · PHNX ISIN · US71906Q1085 LEI · 21380031B1D56JRCE375 IL Financial and insurance activities
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Filings indexed 1,165 across all filing types
Latest filing 2023-10-02 Regulatory Filings
Country KY Cayman Islands
Listing IL PHNX

About Phoenix Group Holdings PLC

https://www.thephoenixgroup.com/

Phoenix Group Holdings PLC is a long-term savings and retirement business. The company specializes in the acquisition and management of heritage life and pension funds, operating a leading closed-book consolidation business. Through a portfolio of established brands, it provides a range of pensions, savings, and life insurance products to approximately 12 million customers. The Group's core mission is to help people secure their financial future by providing guidance and products for the journey to and through retirement, focusing on the efficient and secure administration of their policies.

Recent filings

Filing Released Lang Actions
Publication of Supplementary Prospectus
Regulatory Filings Classification · 98% confidence The document is extremely short (3581 characters) and its primary function is to announce the 'Publication of Supplementary Prospectus' related to a Euro Medium Term Note Programme. It explicitly states that the document has been approved by the FCA and provides a URL to view the full document, while also confirming submission to the National Storage Mechanism. According to Rule #2 (The 'MENU VS MEAL' Rule), a short announcement pointing to the full report classifies as a Report Publication Announcement (RPA). It is not the full prospectus itself, but the notice of its publication.
2023-10-02 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a short regulatory announcement identified by the 'RNS Number' and the mention of 'RNS is approved by the Financial Conduct Authority'. The content explicitly states the 'VOTING RIGHTS AND SHARE CAPITAL AS AT 30 SEPTEMBER 2023' and provides the total number of voting rights (1,001,523,268). This type of periodic disclosure regarding the total number of shares and voting rights, often referencing DTR rules, is a standard regulatory filing that doesn't fit neatly into the specific financial report categories (like 10-K, IR, ER). Since it is a general regulatory announcement provided via RNS, the most appropriate classification is 'Regulatory Filings' (RNS), as it serves as a general regulatory update.
2023-10-02 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is an official notification filed with RNS (the news service of the London Stock Exchange) regarding a transaction by a Person Discharging Managerial Responsibilities (PDMR) and their Person Closely Associated (PCA). This type of filing specifically details insider share purchases/sales, which aligns directly with the definition of 'Director's Dealing' (DIRS). Although it is distributed via RNS, the specific content is about insider trading, making DIRS the most precise classification over the general RNS fallback. The document explicitly references Article 19 of the EU Market Abuse Regulation, which governs PDMR transactions.
2023-09-29 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled "NOTIFICATION OF A TRANSACTION BY A PERSON DISCHARGING MANAGERIAL RESPONSIBILITIES ('PDMR')" and details the purchase of ordinary shares by a director (Nicholas Shott). This explicitly falls under the definition of reporting personal share transactions by company directors and executives. The filing code corresponding to this activity is 'DIRS' (Director's Dealing). The presence of the RNS number and the reference to Article 19 of the EU Market Abuse Regulation confirms it is a regulatory disclosure related to insider trading/director transactions.
2023-09-29 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is titled 'NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES ("PDMR") AND THEIR PERSONS CLOSELY ASSOCIATED ("PCA")' and details the purchase of ordinary shares by directors/executives (Alastair Barbour, Suzanne Briggs). This directly corresponds to the definition of Director's Dealing (insider trades). The filing is issued via RNS (London Stock Exchange news service) and references MAR regulations (Article 19), which is typical for this type of disclosure. Therefore, the appropriate classification is DIRS.
2023-09-28 English
Availability of Interim Financial Report
Report Publication Announcement Classification · 99% confidence The document is very short (2489 characters) and explicitly states that the 'Interim Financial Report for the half-year ended 30 June 2023 has been submitted to the National Storage Mechanism' and provides links to view it. This structure—announcing the publication of a report rather than containing the full report content—fits the definition of a Report Publication Announcement (RPA). Although it mentions an 'Interim Financial Report' (which might suggest IR), the document's function here is purely to announce its availability, triggering the 'MENU VS MEAL' rule.
2023-09-28 English

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