Skip to main content
Phoenix Group Holdings PLC logo

Phoenix Group Holdings PLC — Investor Relations & Filings

Ticker · PHNX ISIN · US71906Q1085 LEI · 21380031B1D56JRCE375 IL Financial and insurance activities
Open in API
Filings indexed 1,165 across all filing types
Latest filing 2023-03-13 Earnings Release
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
2022 Annual Financial Report
Earnings Release Classification · 100% confidence The document is titled 'Phoenix Group Holdings plc: 2022 Full Year Results' and contains detailed financial highlights, commentary from the CEO, key metrics (cash generation, Solvency II Surplus, dividend increase), and forward guidance for 2023. This content structure is characteristic of a comprehensive annual financial disclosure, even though it is presented via an RNS announcement format. Since the document provides the full results and analysis, it is classified as an Earnings Release (ER) or potentially an Interim/Quarterly Report (IR) if it were shorter, but given the 'Full Year Results' title and extensive detail, it strongly aligns with the content typically found in an Annual Report (10-K) or a detailed Earnings Release. However, the definitions provided distinguish between 'Annual Report (10-K)' and 'Earnings Release (ER)' (initial announcement of periodical results, key highlights only). This document is extensive, covering the full year, and includes management discussion and detailed financial tables, making it more than just 'key highlights'. Given the context of UK reporting, this is the primary release of the full-year financial performance, which often substitutes for the US 10-K in terms of comprehensive disclosure, but the closest fit among the provided codes for a comprehensive annual performance summary that isn't explicitly the 10-K form is often the Earnings Release (ER) if it's the primary announcement, or potentially an Interim Report (IR) if it were half-year. Since it explicitly states '2022 Full Year Results' and provides deep analysis, it functions as the primary annual results announcement. If the document were the actual 10-K filing, it would be classified as 10-K. Since this is a regulatory news service (RNS) announcement detailing the full-year results, it is best classified as an Earnings Release (ER) as it is the initial comprehensive announcement of the period's results, or potentially an Interim Report (IR) if the definition of IR is interpreted broadly for comprehensive non-10K annual reports. Given the depth and the 'Full Year Results' title, ER is the most appropriate fit for a primary results announcement, even if it's very detailed, as it is not explicitly labeled as the 10-K. FY 2022
2023-03-13 English
Directorate Change - Replacement
Board/Management Information Classification · 99% confidence The document is an official announcement from Phoenix Group Holdings PLC, identified by the RNS Number and the presence of the RNS header/footer, indicating it is a regulatory filing from the London Stock Exchange. The core content explicitly announces changes to the Board of Directors: the retirement of Kory Sorenson and the appointment of Mark Gregory as an independent Non-Executive Director. This directly matches the definition for Board/Management Information (MANG). Although it is distributed via RNS, the specific subject matter dictates the MANG classification over the general RNS fallback.
2023-03-10 English
Directorate Change
Board/Management Information Classification · 99% confidence The document is an official announcement from Phoenix Group Holdings plc, identified by the RNS Number (4972S) and the reference to RNS distribution services. The core content explicitly announces changes to the Board of Directors: the retirement of Kory Sorenson and the appointment of Mark Gregory as an independent Non-Executive Director. This directly matches the definition for Board/Management Information (MANG). The document also cites LR 9.6.11 of the Listing Rules, confirming it is a regulatory disclosure regarding director changes.
2023-03-10 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with 'RNS Number' and contains repeated sections titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This structure is characteristic of regulatory filings disclosing insider transactions (Director's Dealing). The definition for Director's Dealing (DIRS) covers 'Report of personal share transactions by company directors and executives (insider trades)'. Although the content describes the transactions, the format and RNS source suggest it is a formal regulatory disclosure, which aligns best with DIRS. It is not a general regulatory filing (RNS) because it fits the specific DIRS category, nor is it a transaction in own shares (POS) as it reports transactions by PDMRs, not the company itself.
2023-03-08 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 : 5544R' header and the closing statement mentioning RNS and the London Stock Exchange. The content explicitly states the 'VOTING RIGHTS AND SHARE CAPITAL AS AT 28 February 2023' and provides the total number of voting rights. This type of mandatory disclosure regarding the total number of shares and voting rights, often required under DTR 5.6.1 R, does not fit neatly into the primary financial report categories (10-K, IR, ER). While it relates to share capital, it is a routine regulatory update rather than a major capital change announcement (SHA) or a director's dealing (DIRS). Given its nature as a standard, periodic regulatory disclosure that doesn't fit other specific codes, the most appropriate classification is the general regulatory filing fallback category, RNS.
2023-03-01 English
Miscellaneous - PGH/TCS Extension of Partnership
Regulatory Filings Classification · 100% confidence The document begins with 'RNS Number : 2049P' and is dated '07 February 2023'. It details a significant business operational change (extending a partnership with TCS and migrating policies) and includes financial synergy estimates. The footer explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom.' This structure and explicit mention of RNS strongly indicate a general regulatory announcement. Since the content is a major operational/strategic update that doesn't fit perfectly into ER, IR, CAP, or MANG, the most appropriate general category for a London Stock Exchange regulatory news service release is RNS (Regulatory Filings). It is not an Earnings Release (ER) as it doesn't present period results, nor is it a specific financing document (CAP). It is a formal announcement distributed via the RNS system.
2023-02-07 English

Browse filings by year

17 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.