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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 2020-04-17 AGM Information
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
2020 AGM - Revised Arrangements
AGM Information Classification · 99% confidence The document explicitly discusses changes to the format and venue of the company's 'Annual General Meeting ("AGM")'. It references the 'Notice of AGM' and provides instructions on how shareholders can vote via proxy because in-person attendance is prohibited due to COVID-19 restrictions. This content directly relates to the arrangements and materials surrounding the Annual General Meeting. Therefore, the classification is AGM-R (AGM Information). The presence of the RNS Number and the closing statement confirm it is a regulatory announcement, but the core subject matter dictates the specific filing type.
2020-04-17 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly states 'RNS Number : 6392J' and 'This information is provided by RNS, the news service of the London Stock Exchange.' Furthermore, the content is structured as a 'TR-1: Standard form for notification of major holdings,' which is a regulatory filing concerning changes in significant share ownership (crossing thresholds). This directly matches the definition for Major Shareholding Notification (MRQ). Although it is a regulatory filing, MRQ is a more specific category than the general RNS fallback.
2020-04-14 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is explicitly labeled as an 'RNS Number' notification and uses the standard form '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 a Major Shareholding Notification. The filing date is April 9, 2020, and it details the resulting situation where the total voting rights crossed a threshold (from 5.12% to 5.13%). Therefore, the correct classification is Major Shareholding Notification (MRQ).
2020-04-09 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with "RNS Number" and states that the information is provided by RNS, the news service of the London Stock Exchange, approved by the FCA. The content details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' for several directors/executives of Phoenix Group Holdings plc. This type of mandatory disclosure regarding insider transactions (director's dealing) published via the official regulatory news service strongly points to a Director's Dealing report, which is often disseminated through RNS. However, the specific nature of reporting director transactions aligns best with the 'Director's Dealing' category (DIRS). Since it is a direct filing of insider transaction details rather than a general announcement about a filing, DIRS is the most precise fit over the general RNS fallback.
2020-04-09 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is very short (2134 characters) and explicitly states it is an 'RNS Number' announcement from Phoenix Group Holdings PLC dated 31 March 2020. The content details the total issued share capital and the total number of voting rights as of that date, referencing DTR 5.6.1 R. This type of mandatory disclosure regarding share capital and voting rights, especially when presented as a brief regulatory update via RNS, fits best under the general 'Regulatory Filings' category (RNS) as it is not a specific report like 10-K, IR, or a specific transaction like DIRS or POS, nor is it a dividend announcement (DIV) or a major shareholding notification (MRQ) which typically reports changes by external parties. Since it is a standard, brief regulatory update provided through the RNS service, RNS is the most appropriate classification.
2020-03-31 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is provided by 'RNS, the news service of the London Stock Exchange'. The content details a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' (insider trading/dealing) involving a Non Executive Director purchasing company shares. This specific type of filing, reporting personal share transactions by directors, directly corresponds to the definition of Director's Dealing (DIRS). Although it is an RNS filing, DIRS is the more specific and appropriate classification.
2020-03-27 English

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