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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 1,167 across all filing types
Latest filing 2021-03-19 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 · 99% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. Section 4 details the transaction, specifically mentioning the 'Exercise of Awards' and 'Sale of shares' by an executive (Group Chief Operating Officer). This directly corresponds to the definition of Director's Dealing (insider trades by executives). Although it is distributed via RNS, the specific content mandates the 'DIRS' classification over the general 'RNS' fallback.
2021-03-19 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with 'RNS Number : 7143S' and contains the standard footer indicating it is provided by RNS, the news service of the London Stock Exchange, approved by the FCA. The content itself is a 'TR-1: Standard form for notification of major holdings' concerning Phoenix Group Holdings PLC, detailing changes in voting rights held by Standard Life Aberdeen plc. This type of mandatory disclosure regarding significant changes in share ownership thresholds falls under regulatory reporting concerning major shareholders. While it is a specific regulatory filing, the most appropriate general category among the provided options that captures mandatory regulatory disclosures not covered by specific financial reports (like 10-K, ER, IR) or corporate actions (like DIV, SHA) is 'Major Shareholding Notification' (MRQ). The TR-1 form is the standard mechanism for this notification.
2021-03-18 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document text is a regulatory filing, indicated by the 'RNS Number' header and the structure detailing 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This type of filing specifically reports on share transactions (grant of options/awards) by directors and senior management (PDMRs). This directly matches the definition for Director's Dealing (DIRS). The presence of 'RNS Number' also suggests it is a regulatory announcement, but DIRS is the more specific category for insider transactions.
2021-03-17 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is a formal notification titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details share transactions (exercise of awards and subsequent sale to cover tax) by the Group Chief Financial Officer (Rakesh Thakrar) of Phoenix Group Holdings plc. This type of insider transaction reporting, especially when referencing regulatory disclosure mechanisms like RNS (which is explicitly mentioned as the source and regulated by the FCA), directly corresponds to the definition of Director's Dealing (insider trades). This matches the definition for Director's Dealing (Code: DIRS). It is not an Earnings Release (ER), Interim Report (IR), or Annual Report (10-K). The presence of the RNS number and the nature of the content confirm it is a specific regulatory disclosure regarding insider transactions.
2021-03-16 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the RNS Number (5337R) and explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This content details share acquisitions by various executives (Andrew Moss, Quentin Zentner, etc.) of Phoenix Group Holdings plc. This type of filing, reporting insider transactions (director's dealing), corresponds directly to the definition for Director's Dealing (DIRS). The presence of the RNS header and footer confirms it is a regulatory announcement, but the specific content points to DIRS over the general RNS fallback.
2021-03-08 English
2020 Annual Financial Results
Earnings Release Classification · 100% confidence The document is titled 'Phoenix Group Holdings plc: 2020 Full Year Results' and immediately presents detailed financial highlights for the full year 2020, including cash generation, solvency ratios, dividend recommendations, and new synergy targets. This content structure—comprehensive financial performance review for a full fiscal year—is characteristic of an Annual Report (10-K) or a detailed Earnings Release/Interim Report. However, the text explicitly mentions '2020 Full Year Results' and provides extensive financial metrics, which strongly suggests it is the primary annual disclosure. Since the document is very long (over 600k characters) and contains the full results, it is classified as the comprehensive annual report, which aligns best with the '10-K' definition, even if it is presented via an RNS wrapper. The presence of a link to a 'Presentation and financial supplement' suggests this RNS is the announcement/summary of the full results, but given the depth of the financial data provided directly in the text, it is more substantial than a mere RPA. The 10-K is the official yearly report covering full financial performance, which this document details. FY 2020
2021-03-08 English

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