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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 2020-01-27 Regulatory Filings
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
Publication of Offering Memorandum
Regulatory Filings Classification · 98% confidence The document is very short (2983 characters) and explicitly states that an 'Offering Memorandum' has been published and provides a URL to view the full document. It is an announcement about the availability of a specific financial document, not the document itself. The filing uses the RNS Number format ('RNS Number : 0465B') and mentions being approved by the London Stock Exchange, indicating it is a regulatory announcement. Since the core purpose is announcing the publication of a document (an Offering Memorandum related to notes/financing), and it fits the pattern of a short announcement pointing to a full document, it aligns best with the Report Publication Announcement (RPA) category, which covers announcements about the release of reports. While RNS is a general regulatory fallback, RPA is more specific for announcements of report publication.
2020-01-27 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with "RNS Number : 9310A" and contains the standard header/footer language indicating it is being distributed 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," which details changes in share ownership thresholds by Standard Life Aberdeen plc. This type of mandatory regulatory disclosure, especially when distributed via the RNS system, falls under the general category for regulatory announcements that do not fit a more specific financial report type (like 10-K, ER, or IR). Since it is a specific regulatory filing distributed via RNS, the most appropriate code is RNS, as it is a general regulatory filing notification.
2020-01-27 English
Publication of Offering Memorandum
Capital/Financing Update Classification · 98% confidence The document is explicitly titled "OFFERING MEMORANDUM DATED 27 JANUARY 2020" and details the terms, conditions, issuance, and offering of U.S.$750,000,000 Fixed Rate Reset Perpetual Restricted Tier 1 Contingent Convertible Notes by Phoenix Group Holdings plc. This document serves as the primary disclosure material for a specific debt offering, which falls under the category of financing activities or capital structure changes. While it is a detailed document (342,006 chars), its purpose is to document the terms of a capital raise, not to report on past operational performance (like 10-K or IR) or management changes (MANG). The closest fit among the provided codes is 'Capital/Financing Update' (CAP), as it describes the issuance of new notes (a financing activity). It is not a general regulatory filing (RNS) because it is a specific type of offering document.
2020-01-27 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly identified by the header 'RNS Number : 8748A' and contains the standard format for '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 filing date is January 24, 2020, and it details the resulting situation where Aviva plc's holding crossed a threshold (5.06%). Therefore, the correct classification is MRQ (Major Shareholding Notification).
2020-01-24 English
Phoenix Group Holdings plc - Joint Prospectus and Circular
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a combined circular and prospectus related to the proposed acquisition of ReAssure Group plc by Phoenix Group Holdings plc. It includes a Notice of General Meeting, details about the issue of new shares, and application for admission to the premium listing segment of the Official List and trading on the LSE's main market. The document is prepared in accordance with the Listing Rules of the FCA and the Prospectus Regulation Rules, and it is approved by the FCA. The content focuses on the acquisition proposal, share issuance, and related shareholder meeting notice. This type of document is typically classified as a Proxy Solicitation & Information Statement (PSI), as it provides information to shareholders to solicit their votes for the acquisition and related share issuance at the General Meeting. It is not an Annual Report, Earnings Release, or other financial report, nor is it a simple announcement or regulatory filing. The length (15,000 characters) and detailed content confirm it is the actual solicitation document, not just an announcement or notice.
2020-01-20 English
Publication of Suppl.Prospcts
Regulatory Filings Classification · 98% confidence The document is very short (3740 characters) and its primary purpose is to announce the 'Publication of Supplementary Prospectus' related to a Euro Medium Term Note Programme. It explicitly states that the document has been approved and provides a URL to view the full document, adhering to the 'MENU VS MEAL' rule. This indicates it is an announcement about a filing rather than the comprehensive filing itself. The presence of 'RNS Number' and the closing statement referencing RNS (the news service of the London Stock Exchange) strongly suggests this is a regulatory news service announcement. Since it is an announcement of a specific financial/capital document (a Prospectus supplement), the most appropriate classification is Report Publication Announcement (RPA), as it announces the publication of a specific report/document. If RPA were not available, RNS would be the fallback, but RPA is more specific here.
2020-01-17 English

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