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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 2023-07-04 Capital/Financing Update
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
Phoenix Group Holdings plc - Base prospectus (debt)
Capital/Financing Update Classification · 95% confidence The document is titled as a "Prospectus" dated 30 June 2023 for a £5,000,000,000 Euro Medium Term Note Programme by Phoenix Group Holdings plc. It contains detailed information about the issuance of notes, regulatory approvals by the UK Financial Conduct Authority (FCA), terms and conditions of the notes, and legal disclaimers. The document is a formal offering document for debt securities, which is a type of capital raising and financing activity. It is not an annual report, earnings release, or any other type of financial report. It is not a simple announcement or a brief summary but a full prospectus providing comprehensive details about the note issuance program. Therefore, the document fits the category of Capital/Financing Update (CAP).
2023-07-04 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is titled 'PHOENIX GROUP HOLDINGS PLC (the "Company") VOTING RIGHTS AND SHARE CAPITAL AS AT 30 JUNE 2023' and explicitly states it is made in accordance with DTR 5.6.1 R. It details the total number of voting rights based on the issued share capital as of a specific date (30 June 2023). This type of mandatory disclosure regarding the total number of shares and voting rights is a standard regulatory filing requirement, often related to shareholder transparency rules. While it contains information relevant to voting rights, it is not the results of a vote (DVA) or proxy solicitation material (PSI). It is a routine regulatory update concerning capital structure/voting rights. Given the options, this specific type of mandatory disclosure, which is not a full financial report (10-K, IR) or a management/board change (MANG), fits best under the general 'Regulatory Filings' (RNS) category, as it is a specific regulatory notification disseminated via the RNS system.
2023-07-03 English
Publication of a Prospectus
Regulatory Filings Classification · 98% confidence The document is a short announcement disseminated via RNS (Regulatory News Service) from the London Stock Exchange. The core content states that a 'Prospectus dated 30 June 2023' relating to a Euro Medium Term Note Programme has been approved by the UK FCA and is now available. Since the document itself is an announcement about the publication of a formal document (the Prospectus) rather than the Prospectus itself, and it provides links/instructions on how to view the full document, it fits the definition of a Report Publication Announcement (RPA). Although it is distributed via RNS, RPA is more specific for this context (announcing a report's availability). The document length is relatively short (5579 chars), supporting the 'MENU VS MEAL' rule pointing away from classifying it as the underlying financial document.
2023-06-30 English
Director Declaration
Board/Management Information Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states it is provided by RNS, the news service of the London Stock Exchange. The content announces a change in a Non-Executive Director's external board appointment ('Karen Green, a Non-Executive Director of the Company, will be appointed as a Non-Executive Director to the Board of Great Portland Estates plc'). This type of announcement regarding changes in the board of directors or senior management aligns directly with the definition for Board/Management Information (MANG). Although it is distributed via RNS, the core subject matter is management change, making MANG the most specific classification. Since the document is short and appears to be the full announcement rather than a link to a larger report, it is not RPA or RNS.
2023-06-16 English
Block Listing Return
Share Issue/Capital Change Classification · 99% confidence The document is titled 'BLOCK LISTING SIX MONTHLY RETURN' and is issued via 'RNS Number : 4357C'. It details the status of securities under a specific scheme ('Phoenix Group Holdings plc Sharesave Scheme') over a defined period (10 December 2022 to 09 June 2023), including balances, increases, and allotments. This type of periodic return concerning share schemes and listing rules is a specific regulatory filing. Since it is a formal, periodic return required by listing rules and distributed via RNS, it fits best under the general 'Regulatory Filings' category (RNS), as there is no specific code for a 'Block Listing Six Monthly Return' among the provided definitions, and it is not an announcement of a report (RPA) but the report itself.
2023-06-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is titled 'Director/PDMR Shareholding' and details the acquisition of ordinary shares by Persons Discharging Managerial Responsibilities (PDMRs) under a Share Incentive Plan (SIP). This type of filing, which reports personal share transactions by company directors and executives, directly corresponds to the definition of 'Director's Dealing'. The presence of 'RNS Number' and the closing statement referencing RNS and the FCA confirms it is a regulatory disclosure, but the specific content points to DIRS over the general RNS category. It is not a general regulatory announcement (RNS) because it is highly specific to insider trading disclosure.
2023-06-07 English

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