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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 2020-03-12 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 identified by the header 'RNS Number' and explicitly states it is providing 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This content details a purchase of shares by a director (Nicholas Lyons, Chairman) of Phoenix Group Holdings plc. This type of insider transaction reporting directly corresponds to the definition of Director's Dealing. The presence of 'RNS' in the metadata and the closing statement referencing RNS confirms the source, but the content itself is specific to insider trades, making 'DIRS' the most accurate classification over the general 'RNS' fallback.
2020-03-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the header 'RNS Number : 7707F' and explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details a 'Purchase of Ordinary Shares' by a Non-Executive Director, including transaction dates, prices, and volumes. This perfectly matches the definition of Director's Dealing (insider trades). Although the document is distributed via RNS (Regulatory Filings), the specific content is about insider transactions, making 'DIRS' the most accurate classification over the general 'RNS' fallback.
2020-03-11 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document explicitly contains the header 'RNS Number : 6697F' and mentions that the information is provided by 'RNS, the news service of the London Stock Exchange.' Furthermore, the content is a 'TR-1: Standard form for notification of major holdings,' which details changes in share ownership thresholds (crossing 5.06% and 5.12% total interest). This type of mandatory disclosure regarding significant shareholdings is a regulatory filing. Since there is a specific category for 'Major Shareholding Notification' (MRQ), that is the most precise classification. However, the document is presented as a standard regulatory announcement format (RNS) detailing a specific event (TR-1). Given the options, 'Major Shareholding Notification' (MRQ) is the most accurate description of the *content*, while 'RNS' is the *delivery mechanism*. Since MRQ specifically covers changes in significant share ownership, it is preferred over the general RNS fallback.
2020-03-10 English
Publication of Suppl.Prospcts
Regulatory Filings Classification · 98% confidence The document is an RNS announcement dated March 10, 2020, titled 'Publication of Supplementary Prospectus'. It explicitly states that the Supplementary Prospectus is being published and approved by the FCA, and it is supplemental to a previous prospectus and the 2019 Annual Report. Since the document's primary function is to announce the availability and publication of another regulatory document (the Supplementary Prospectus), it fits the definition of a Report Publication Announcement (RPA). Although it is an RNS filing, RPA is more specific for announcements about the release of reports/prospectuses.
2020-03-10 English
Supplementary Prospectus
M&A Activity Classification · 95% confidence The document is explicitly titled "Supplementary Prospectus" and discusses its relationship with a prior "Circular and Prospectus" regarding an acquisition and admission. It references approval by the FCA under the Prospectus Regulation Rules (PRR) and incorporates sections of the "2019 Annual Results" by reference. A prospectus is a key document used in capital raising or listing activities. Since this document supplements a prospectus related to an acquisition and share admission, it falls under the category of documents related to financing or capital structure changes, which aligns best with 'Capital/Financing Update' (CAP). While it incorporates parts of an Annual Report (10-K), the primary purpose and structure of this document is regulatory disclosure related to a transaction, making CAP or potentially a general regulatory filing (RNS) more appropriate. Given the explicit mention of share admission and acquisition, CAP is the most specific fit for a document supplementing a prospectus related to these activities.
2020-03-10 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with an 'RNS Number' and contains the header 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This structure, along with the mention of the London Stock Exchange and the Financial Conduct Authority (FCA), clearly indicates a regulatory filing related to insider transactions (Director's Dealing). The definition for Director's Dealing is 'Report of personal share transactions by company directors and executives (insider trades)' (Code: DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2020-03-09 English

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