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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 2020-10-01 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 titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details share acquisitions by several executives (Andrew Moss, Susan McInnes, Rakesh Thakrar, etc.) of Phoenix Group Holdings plc. This type of filing, reporting insider transactions by directors/managers, directly corresponds to the definition of Director's Dealing (DIRS). The presence of 'RNS Number' and the closing statement referencing RNS confirms it is a regulatory disclosure.
2020-10-01 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a formal announcement identified by the 'RNS Number' and the reference to 'RNS, the news service of the London Stock Exchange'. The content explicitly states the 'VOTING RIGHTS AND SHARE CAPITAL AS AT 30 SEPTEMBER 2020' and provides the total number of voting rights (999,138,631). This type of mandatory disclosure regarding the total number of shares and voting rights, often referencing DTR 5.6.1 R, is a standard regulatory filing that does not fit into the more specific categories like Earnings Release (ER), Annual Report (10-K), or Dividend Notice (DIV). Since it is a general regulatory announcement that doesn't fit other specific codes, the most appropriate classification is the general regulatory filing category, RNS.
2020-09-30 English
Phoenix Group Holdings plc - Base prospectus (debt)
Capital/Financing Update Classification · 95% confidence The document is titled as a "Prospectus" dated 25 September 2020 for a £5,000,000,000 Euro Medium Term Note Programme by Phoenix Group Holdings plc. It is approved by the UK Financial Conduct Authority (FCA) as a base prospectus under the Prospectus Regulation. The text describes the terms and conditions of the note issuance program, regulatory compliance, listing on the London Stock Exchange, and investor information. This is a detailed offering document related to capital raising and debt issuance. It is not an annual report, earnings release, or management report. It is not a simple announcement or certification but a full prospectus document. Therefore, it fits best under the category of Capital/Financing Update (CAP), which covers updates on company fundraising and financing activities such as bond issuance programs.
2020-09-28 English
Publication of a Prospectus
Regulatory Filings Classification · 98% confidence The document is very short (3300 characters) and explicitly states that a 'Prospectus' document has been 'approved' and is 'available for viewing' via a URL. It is an announcement about the publication of a formal document, not the document itself. The text mentions RNS Number, FCA approval, and provides contact details for the issuer, indicating it is a regulatory announcement. This fits the definition of a Report Publication Announcement (RPA) as it announces the release of a report (the Prospectus) and directs the user to view it elsewhere. While it could also be classified as RNS (Regulatory Filings), RPA is more specific for announcements about the publication of reports/documents.
2020-09-25 English
Intention to Vary the T&Cs of £500m RT1 Notes
Regulatory Filings Classification · 98% confidence The document is clearly identified as an 'RNS Number' announcement from 'Phoenix Group Holdings PLC' dated September 25, 2020. It concerns a 'notice of intention to vary the terms and conditions' of specific notes and mentions subsequent delisting and relisting plans. The text explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom.' This structure and source identification strongly indicate a general regulatory announcement that doesn't fit the more specific categories like Capital/Financing Update (CAP) or Delisting Announcement (DLST), although it touches on those topics. Since it is a standard, short regulatory news service release that serves as a general notification, the most appropriate fallback category is Regulatory Filings (RNS). The document length is short (3583 chars) and it points to a PDF for full details, fitting the RPA/RNS distinction rule, but RNS is the specific service providing the filing.
2020-09-25 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' and repeatedly details share acquisitions by various executives (Andrew Moss, Quentin Zentner, etc.) of Phoenix Group Holdings plc. This structure and content precisely match the definition of Director's Dealing reports, which track insider trades. The presence of the RNS Number and the reference to the London Stock Exchange confirms it is a regulatory disclosure. This corresponds to the 'Director's Dealing' category (DIRS).
2020-09-08 English

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