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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 2020-07-24 Major Shareholding Noti…
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
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly contains the header "TR-1: Standard form for notification of major holdings" and references the "FCA" (Financial Conduct Authority) and "RNS Number". The content details changes in voting rights percentages (e.g., 4.99% and 5.23%) held by BlackRock, Inc. This standardized form is used in the UK to notify the market when a shareholder's holding crosses certain major thresholds. This directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is an RNS filing, MRQ is the more specific category for this type of regulatory disclosure.
2020-07-24 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly starts with "RNS Number : 9335T" and contains the header "TR-1: Standard form for notification of major holdings". This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. The RNS designation confirms it is a regulatory announcement, but the specific content points to the Major Shareholding Notification category (MRQ) over the general Regulatory Filings (RNS) or a Director's Dealing (DIRS), as it details the percentage change in voting rights held by MS&AD Insurance Group Holdings, Inc.
2020-07-23 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is explicitly marked with an 'RNS Number' and states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details the total voting rights and issued share capital following a major corporate action (acquisition completion), which is a mandatory regulatory disclosure under DTR 5.6.1A R. While it relates to share capital changes (SHA) and major shareholdings (MRQ), the primary function and format align perfectly with a general regulatory announcement disseminated via the RNS system, making 'RNS' the most appropriate general classification for this type of mandatory market disclosure that isn't a specific financial report or proxy statement.
2020-07-23 English
Completion of acquisition of ReAssure Group plc
M&A Activity Classification · 99% confidence The document begins with 'RNS Number : 8094T' 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 details the completion of a major acquisition (Phoenix Group acquiring ReAssure Group plc), the issuance of new shares, and subsequent board changes. While it contains elements related to capital changes (SHA) and management changes (MANG), the primary nature and format of the release is a broad regulatory announcement disseminated via the RNS system, which fits the definition of 'Regulatory Filings' (RNS) as the most appropriate general category, especially since it is not a specific statutory report like a 10-K or IR.
2020-07-22 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly starts with 'RNS Number : 7980T' and mentions that 'This information is provided by RNS, the news service of the London Stock Exchange.' The content is a 'TR-1: Standard form for notification of major holdings,' which details changes in voting rights held by BlackRock, Inc., crossing a threshold (5.00%). This type of mandatory disclosure regarding significant share ownership changes is a specific regulatory filing. While it relates to shareholding, the most precise category for mandatory regulatory disclosures that aren't standard periodic reports (like 10-K or IR) or specific insider trades (DIRS) is often captured by the general regulatory filing category or the specific major shareholding notification category. Given the options, 'Major Shareholding Notification' (MRQ) is the most specific fit for a TR-1 form detailing crossing a major holding threshold. If MRQ were not available, RNS would be the fallback, but MRQ is defined as 'Notification of changes in significant share ownership levels (crossing thresholds)'.
2020-07-22 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is explicitly labeled with "RNS Number : 3959T" and contains the header "National Storage Mechanism | Additional information". The content is a "TR-1: Standard form for notification of major holdings," detailing changes in voting rights held by Aviva plc in Phoenix Group Holdings plc. This type of mandatory disclosure regarding significant changes in share ownership thresholds is a specific regulatory filing. Since the definitions include 'Major Shareholding Notification' (MRQ) and 'Regulatory Filings' (RNS) as a general category, and TR-1 forms specifically relate to major holdings, MRQ is the most precise fit. However, the document is clearly distributed via RNS, which is the mechanism for regulatory announcements. Given the options, 'Major Shareholding Notification' (MRQ) directly describes the content (notification of major holdings), while 'RNS' is the distribution channel. Since MRQ is a specific category for changes in significant share ownership, it is the best classification for the content itself.
2020-07-17 English

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