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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 1,166 across all filing types
Latest filing 2021-08-12 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 is explicitly labeled with "RNS Number : 4914I" and contains the header "Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them." It details share transactions (acquisition and sale) by an executive (Quentin Zentner, Group General Counsel) of Phoenix Group Holdings plc. This type of insider transaction disclosure is specifically covered by the 'Director's Dealing' category (DIRS). Although it is distributed via RNS, the specific content points directly to DIRS, which takes precedence over the general RNS fallback.
2021-08-12 English
2021 Half Year Results
Earnings Release Classification · 95% confidence The document is an 'Earnings Release' (ER). It contains key financial highlights, performance metrics (cash generation, Solvency II surplus, operating profit), and management commentary regarding the H1 2021 period. While it mentions that a detailed financial supplement and presentation will be available, the document itself provides the core financial results and highlights, distinguishing it from a mere 'Report Publication Announcement' (RPA). It is not a full 'Interim Report' (IR) as it functions as the initial summary announcement of the results. H1 2021
2021-08-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% 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 share acquisitions by various executives (Andrew Moss, Quentin Zentner, etc.) of Phoenix Group Holdings plc under their Share Incentive Plan. This type of mandatory disclosure regarding insider transactions by directors and senior management directly corresponds to the definition of Director's Dealing. The RNS Number (0597I) suggests it is a regulatory announcement, but the specific content points clearly to DIRS.
2021-08-09 English
Total Voting Rights
Share Issue/Capital Change Classification · 99% confidence The document is a short regulatory announcement (2690 characters) issued via RNS (London Stock Exchange news service) on July 30, 2021. The title explicitly states: 'PHOENIX GROUP HOLDINGS PLC - VOTING RIGHTS AND SHARE CAPITAL AS AT 30 July 2021'. It details the total number of issued shares and the total number of voting rights, referencing DTR 5.6.1 R (Disclosure Guidance and Transparency Rules). This type of mandatory disclosure regarding the total share capital and voting rights denominator is a standard regulatory filing that does not fit into the more specific categories like Director's Dealing (DIRS), Major Shareholding Notification (MRQ), or Share Issue (SHA). Since it is a routine, mandatory regulatory update provided through the RNS system, the most appropriate classification is the general Regulatory Filings category (RNS), as it is not a comprehensive report itself.
2021-07-30 English
Sale of Ark Life Assurance Company
M&A Activity Classification · 99% confidence The document is an official announcement from Phoenix Group Holdings PLC, identified by the 'RNS Number' header and the footer stating, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details a specific corporate action: the sale of a subsidiary (Ark Life Assurance Company) for a defined cash consideration. This type of material event disclosure, distributed via the Regulatory News Service (RNS), is a general regulatory announcement. Since it does not fit the specific criteria for M&A Activity (TAR - which usually implies a proposal or bid), nor is it a financial report (10-K, IR, ER), the most appropriate classification is the general regulatory filing category, RNS, as it is a mandatory disclosure of a material event.
2021-07-13 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'. It details share acquisitions (Acquisition of Partnership Shares and Matching Shares) by various individuals holding managerial positions (CEO, CFO, Group Directors) in Phoenix Group Holdings plc. This content directly corresponds to the definition of Director's Dealing, which reports personal share transactions by company directors and executives (insider trades). The RNS Number suggests it is a regulatory filing, but the specific content points precisely to the DIRS category.
2021-07-08 English

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