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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 2021-11-09 Director's Dealing
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
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 repeatedly details share acquisitions by various executives (Andrew Moss, Quentin Zentner, etc.) of Phoenix Group Holdings plc. This content directly corresponds to the regulatory requirement for reporting insider trades or transactions by directors/managers. This matches the definition for Director's Dealing (DIRS). The RNS Number (7961R) indicates it is a regulatory announcement, but the specific content points strongly to DIRS over the general RNS fallback.
2021-11-09 English
Ark Life Assurance Sale Completion
Regulatory Filings Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' RNS filings are general regulatory announcements. The content describes the completion of a specific transaction (sale of Ark Life) for a cash consideration, which is a material corporate event announcement. Since this is a specific corporate action announcement distributed via the RNS system and does not fit neatly into categories like 10-K, ER, or CAP (which usually involve more detailed financial structuring or fundraising), the most appropriate general regulatory filing category is RNS. The document length is short (under 5,000 characters) and functions as a formal announcement of a completed event.
2021-11-01 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an official notification released via RNS (RNS Number: 7847Q) from Phoenix Group Holdings PLC, dated October 29, 2021. The content explicitly states the total number of issued shares and the total number of voting rights as of that date, referencing DTR 5.6.1 R (Disclosure Guidance and Transparency Rules). This type of announcement, detailing the total share capital and voting rights denominator, is a standard regulatory disclosure. While it relates to share capital, it is not a declaration of voting results (DVA) or a general share issue (SHA), but rather a periodic update on the voting rights structure. Since it is a specific regulatory announcement that doesn't fit perfectly into the other categories (like ER, 10-K, or DIV), and it is distributed via RNS, it falls best under the general Regulatory Filings category (RNS) or potentially Share Issue/Capital Change (SHA) if the focus was on the capital structure change itself. However, the primary function here is the mandatory disclosure of voting rights count. Given the options, RNS serves as the most appropriate general regulatory filing category for this specific type of disclosure that isn't covered by a more specific code like DVA or SHA (which usually implies issuance/buyback). The document length is short (2698 chars), but it is the primary report itself, not an announcement *about* a report, so the RPA rule does not strictly apply here. I will classify it as RNS as it is a standard regulatory disclosure via the RNS system.
2021-10-29 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document text explicitly states: 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details transactions (Acquisition of Partnership Shares and Matching Shares) made by various individuals holding managerial positions (e.g., Chief Executive, General Counsel, CFO) in Phoenix Group Holdings plc. This content directly corresponds to the definition of Director's Dealing (insider trades by management). The RNS Number suggests it is a regulatory filing, but the specific content points to DIRS.
2021-10-08 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 September 2021' and explicitly states it is made in accordance with DTR 5.6.1 R (Disclosure Guidance and Transparency Rules). It details the total number of voting rights and the total issued share capital as of a specific date. This type of mandatory disclosure regarding the total number of shares and voting rights, which shareholders use for notification calculations, is a standard regulatory announcement. While it relates to share capital, it is specifically about the total count for voting purposes, which is a common regulatory filing requirement. Since there is no specific code for 'Voting Rights Notification', and it is a mandatory regulatory announcement distributed via RNS, it fits best under the general 'Regulatory Filings' (RNS) category, as it is not a specific event like a dividend (DIV) or a share repurchase (POS), but a routine regulatory update on capital structure for voting purposes. It is not a major shareholding notification (MRQ) as it is the company reporting its total, not an investor reporting a change in their holding.
2021-09-30 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 an executive ('Quentin Zentner', 'General Counsel') of 'Phoenix Group Holdings plc', including the date, price, and volume. This structure precisely matches the definition of a Director's Dealing report, which tracks personal share transactions by company directors and executives (insider trades). The presence of 'RNS Number' and the reference to the London Stock Exchange confirms it is a regulatory disclosure, but the specific content points directly to the DIRS category.
2021-09-27 English

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