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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 2022-10-31 Declaration of Voting R…
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
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a formal notification released via RNS (the news service of the London Stock Exchange) dated October 31, 2022. The content explicitly states the 'VOTING RIGHTS AND SHARE CAPITAL AS AT 31 October 2022' and references DTR 5.6.1 R, which pertains to disclosure requirements regarding total voting rights. This type of mandatory, periodic disclosure about the total number of shares and voting rights does not fit neatly into the specific categories like 10-K, ER, or DIV. Since it is a regulatory announcement distributed via RNS that doesn't match a more specific code (like DVA for voting results, or MRQ for major shareholding changes, although it provides the denominator for MRQ calculations), the most appropriate classification is the general regulatory filing fallback category, RNS.
2022-10-31 English
Directorate Change
Board/Management Information Classification · 99% confidence The document explicitly announces a change in the company's board of directors: 'Phoenix Group Holdings plc - Board Change' and details the retirement intention of Ms. Wendy Mayall. This directly corresponds to the definition of Board/Management Information (MANG). The presence of 'RNS Number' and the closing statement about RNS being the news service of the London Stock Exchange confirms it is a regulatory announcement, but the core content dictates the specific filing type.
2022-10-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details a 'Purchase of Ordinary Shares' by a Non Executive Director (PDMR) and includes specific transaction details (price, volume, date) and instrument identification codes (GB00BGXQNP29). This structure is characteristic of insider trading disclosures, specifically director's dealing reports. The presence of 'RNS Number' and the footer mentioning RNS, the London Stock Exchange, and the Financial Conduct Authority confirms it is a regulatory disclosure. This aligns perfectly with the definition for Director's Dealing (DIRS).
2022-10-06 English
Holding(s) in Company
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'TR-1: Standard form for notification of major holdings' and is filed by Phoenix Group Holdings PLC on 04 October 2022. It details changes in voting rights held by a shareholder (abrdn plc affiliated entities), specifically reporting that the resulting situation on 30-Sep-2022 involved holding 10.700129% of voting rights. This type of mandatory disclosure regarding changes in significant share ownership thresholds is specifically covered by the 'Major Shareholding Notification' category. It is not an Annual Report (10-K), Earnings Release (ER), or Interim Report (IR). It is a specific regulatory filing concerning ownership changes, matching the definition for Major Shareholding Notification (MRQ).
2022-10-04 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is clearly identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details transactions (purchases) of shares by persons discharging managerial responsibilities (Group CEO and Non-Executive Director). This type of insider transaction disclosure is specifically covered by the 'Director's Dealing' definition. Although it is distributed via RNS, the specific content points directly to DIRS (Director's Dealing) rather than the general RNS fallback.
2022-10-04 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing information via RNS, the news service of the London Stock Exchange. The content details the total number of voting rights and issued share capital as of a specific date (30 September 2022), referencing DTR 5.6.1 R. This type of mandatory disclosure regarding share capital and voting rights is a standard regulatory announcement. Since it is a specific regulatory disclosure that doesn't fit perfectly into other categories like Director's Dealing (DIRS) or Major Shareholding Notification (MRQ), and it is a direct announcement rather than a report itself, the most appropriate classification is the general regulatory filing category, RNS, as it is the mechanism through which this information is disseminated.
2022-09-30 English

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