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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 2019-12-06 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
Proposed acquisition of ReAssure Group plc
Regulatory Filings Classification · 98% confidence The document is an RNS (Regulatory News Service) announcement dated December 6, 2019, detailing the 'Proposed acquisition of ReAssure Group plc' by Phoenix Group Holdings PLC. It contains significant corporate action news, financial highlights of the proposed transaction (£3.2 billion consideration), strategic rationale, and details about an upcoming shareholder vote (Class 1 transaction requiring shareholder approval) and the publication of a combined shareholder circular and prospectus. Since this is a major corporate event announcement, it fits best under the general category for significant regulatory announcements that aren't specifically financial statements (10-K, IR, ER) or management compensation (DEF 14A). While it relates to capital structure changes (CAP) and governance (CGR), the primary nature is a major corporate transaction announcement released via RNS. Given the structure and the RNS Number header, 'Regulatory Filings' (RNS) is the most appropriate general classification for this type of market-sensitive news release that isn't covered by a more specific category like M&A (TAR), which usually covers the formal bid documents rather than the initial announcement of the intent to acquire.
2019-12-06 English
Total Voting Rights
Regulatory Filings Classification · 98% 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 the total number of voting rights and issued share capital as of a specific date (29 November 2019), which is a standard regulatory disclosure under DTR 5.6.1 R. While it relates to share capital, its primary function here is a general regulatory announcement disseminated via the RNS system, rather than a specific transaction (POS) or a major shareholding change notification (MRQ). Given the nature of the announcement (voting rights/share capital update disseminated via RNS) and the short length (under 5,000 characters), the most appropriate classification is the general regulatory filing category, RNS, as it is a standard, non-specific regulatory update distributed through that channel.
2019-11-29 English
Phoenix Group Holdings plc - Trading Update
Regulatory Filings Classification · 98% confidence The document begins with an 'RNS Number' and is explicitly stated to be provided by 'RNS, the news service of the London Stock Exchange,' which acts as a Primary Information Provider. The content is a 'strong trading update' announcing 2019 cash generation figures, Solvency II surplus, and details about an upcoming Capital Markets Day. This is a timely, brief announcement of key financial highlights and operational updates, rather than a comprehensive annual report (10-K) or a detailed interim report (IR). Since it is a general regulatory announcement distributed via the RNS system that doesn't fit perfectly into ER (Earnings Release, which is usually more structured around GAAP/IFRS results) or IP (Investor Presentation, as this is a news release), the most appropriate classification is the general regulatory filing category, RNS, as it is the distribution mechanism and the nature of the filing.
2019-11-28 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with 'RNS Number' and contains the phrase 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This structure details share transactions by directors/executives (insider trades). This directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2019-11-06 English
Total Voting Rights
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing information via RNS, the news service of the London Stock Exchange. The content details the total number of voting rights and issued share capital as of a specific date (31 October 2019), referencing DTR 5.6.1 R. This type of mandatory disclosure regarding share capital and voting rights, especially when disseminated through the RNS system, fits best under the general 'Regulatory Filings' category, as there is no specific code for 'Voting Rights/Share Capital Update' that isn't covered by the broader options. While it relates to share structure, it is not a formal share issue (SHA) or a director's dealing (DIRS). Given the source (RNS) and the nature of the mandatory disclosure, RNS is the most appropriate classification.
2019-10-31 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 is characteristic of mandatory regulatory disclosures concerning insider trading or director dealings, often disseminated via the Regulatory News Service (RNS) in the UK. The content details acquisitions of shares by various executives (Andrew Moss, Stephen Jefford, etc.). This directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2019-10-09 English

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