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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 2022-08-04 M&A Activity
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 to acquire Sun Life UK
M&A Activity Classification · 99% confidence The document is a formal announcement released via RNS (RNS Number : 9054U) on August 4, 2022, detailing the 'cash funded acquisition of Sun Life UK' for £248 million. It includes key financial impacts, strategic rationale, and a proposed dividend increase resulting from the transaction. This content clearly falls under the category of a significant corporate action related to mergers, acquisitions, or takeovers. Therefore, the appropriate classification is M&A Activity (TAR). It is not a full 10-K, an Earnings Release (ER), or a simple dividend notice (DIV), but a specific announcement about a transaction.
2022-08-04 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and contains specific regulatory information regarding the company's 'VOTING RIGHTS AND SHARE CAPITAL' as of a specific date (29 July 2022). It explicitly mentions compliance with 'DTR 5.6.1 R' and provides the total number of voting rights. This type of mandatory disclosure, which is not a full financial report (like 10-K or IR) or a management change, fits best under the general regulatory announcement category, which is RNS (Regulatory Filings). Although it relates to share capital, it is a notification of the current state of voting rights, not a transaction (POS) or a major shareholding change (MRQ). Given the context of being an RNS announcement from the London Stock Exchange, RNS is the most appropriate general classification.
2022-07-29 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and is issued via 'RNS Number'. It details an acquisition of voting rights by 'Kingdom Holding Company' in 'PHOENIX GROUP HOLDINGS PLC', crossing a threshold (from 3.09% to 3.35%). This type of filing, which reports changes in significant share ownership, directly corresponds to the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content mandates the MRQ classification over the general RNS fallback.
2022-07-27 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 9706T' and concludes with information about RNS, the news service of the London Stock Exchange. The content itself is a 'TR-1: Standard form for notification of major holdings' filed by 'Kingdom Holding Company' regarding an acquisition of voting rights in 'PHOENIX GROUP HOLDINGS PLC'. This type of mandatory disclosure regarding changes in significant share ownership thresholds 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.
2022-07-27 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document text is titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' and details multiple transactions (acquisitions) of Phoenix Group Holdings plc Ordinary Shares by various executives (Andrew Moss, Quentin Zentner, etc.). This content directly corresponds to the reporting requirements for insider trading or executive share dealings. This matches the definition for Director's Dealing (DIRS). The RNS Number (7483R) and the date (07 July 2022) confirm it is a regulatory disclosure, but the specific content points precisely to DIRS rather than the general RNS fallback.
2022-07-07 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'PHOENIX GROUP HOLDINGS PLC - VOTING RIGHTS AND SHARE CAPITAL AS AT 30 June 2022' and explicitly states it is made in accordance with DTR 5.6.1 R. It details the total number of issued shares and the total number of voting rights, which is information shareholders use for notification purposes under Disclosure Guidance and Transparency Rules (DTR). This content directly relates to the structure of voting rights and share capital, which is a specific type of regulatory disclosure. While it involves share capital, it is not a general capital change announcement (SHA) or a transaction in own shares (POS). It is a specific regulatory notification regarding voting rights denominator. Among the provided codes, 'Declaration of Voting Results & Voting Rights Announcements' (DVA) is the most fitting category for official announcements detailing the total voting rights count, even if it's not the result of a specific vote, as it pertains to the fundamental voting structure.
2022-07-01 English

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