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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 2018-12-14 Board/Management Inform…
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 Declaration
Board/Management Information Classification · 99% confidence The document is very short (1320 characters) and is explicitly identified as an 'RNS Number'. The content announces a change in a non-executive director's appointment to another company's board, which is a mandatory disclosure to the market. This type of general regulatory announcement that doesn't fit specific financial reporting categories (like 10-K, ER, or DIV) is best classified under the general regulatory filing category, RNS, as per the definitions and the 'Menu vs Meal' rule suggesting short announcements default to RPA or RNS.
2018-12-14 English
Listing of PGH plc Shares and Debt Issuer Update
Share Issue/Capital Change Classification · 99% confidence The document begins with 'RNS Number : 3207K' and is dated 13 December 2018. It discusses the admission and listing of 'New Phoenix Shares' following a scheme of arrangement, which involves a change in the holding company structure and the substitution of the issuer for outstanding securities (notes). This is a significant corporate action announcement related to capital structure and listing status. The text explicitly states it is 'NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION...' and provides contact information typical of a regulatory news service release. The presence of the RNS number and the nature of the announcement (share listing, substitution of debtor, capital reduction notice) strongly indicate a formal regulatory disclosure. Since it details a major corporate event (share listing/capital change) but is presented as a general announcement via the RNS system, it fits best under the general 'Regulatory Filings' category (RNS) as a fallback, although it touches upon 'SHA' (Share Issue/Capital Change) and 'CAP' (Capital/Financing Update). Given the format and the explicit RNS header, RNS is the most appropriate classification for this type of market-wide disclosure.
2018-12-13 English
Scheme Effective Date and PGH Shares Cancellation
Regulatory Filings Classification · 98% confidence The document begins with an 'RNS Number' and is explicitly stated to be 'NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION...' in certain jurisdictions. It details the effective date of a 'scheme of arrangement' under Cayman Islands law, which resulted in a corporate restructuring (introduction of 'New Phoenix' as the holding company) and the cancellation/listing changes of the old shares. The presence of the RNS Number, the regulatory disclaimers, and the announcement of a significant corporate action (restructuring/share exchange) strongly suggest this is a formal regulatory announcement disseminated via the London Stock Exchange's news service (RNS). While it discusses capital structure changes, it is framed as an announcement of the completion of a scheme, not a general capital raising (CAP) or a simple share repurchase (POS). Since it is a formal regulatory announcement that doesn't fit perfectly into the other specific categories like 10-K, ER, or DIV, the most appropriate classification is the general regulatory filing category, RNS.
2018-12-13 English
Listing Application details for New Phoenix Shares
Regulatory Filings Classification · 98% confidence The document begins with 'RNS Number' and contains extensive disclaimers regarding distribution restrictions in various jurisdictions (Australia, Canada, Japan, South Africa, US) and references to regulatory bodies like the UK Listing Authority and the Financial Conduct Authority (FCA). The core content announces the final number of New Phoenix Shares to be admitted and listed on the London Stock Exchange, which relates to a corporate action (likely a listing following a scheme or merger). The document is structured as a formal announcement disseminated via the RNS system, which is the news service of the London Stock Exchange. Since it is a formal, regulatory-style announcement that doesn't fit neatly into specific categories like Capital Change (SHA) or M&A (TAR), but is clearly a regulatory news service release, the most appropriate classification is Regulatory Filings (RNS), which serves as the general category for such announcements.
2018-12-12 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly identified as an 'RNS Number' filing and contains the header 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds. The content details the acquisition/disposal of voting rights by BlackRock, Inc., crossing a threshold, which directly corresponds to the definition of a Major Shareholding Notification. Although it is distributed via RNS, the specific content type is best classified as MRQ (Major Shareholding Notification) rather than the general RNS fallback, as MRQ is a more precise fit for TR-1 filings.
2018-12-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled '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' (Kory Sorenson) of Phoenix Group Holdings, including transaction dates, prices, and volumes. This structure precisely matches the definition of a Director's Dealing report, which reports personal share transactions by company directors and executives (insider trades). The presence of 'RNS Number' suggests it was disseminated via the Regulatory News Service, but the content itself is specific to insider transactions, making 'DIRS' the correct classification over the general 'RNS' fallback.
2018-12-11 English

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