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Phoenix Group Holdings PLC — Investor Relations & Filings

Ticker · PHNX ISIN · US71906Q1085 LEI · 21380031B1D56JRCE375 IL Financial and insurance activities
Filings indexed 1,167 across all filing types
Latest filing 2018-11-28 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
Court and General Meeting Results
AGM Information Classification · 99% confidence The document is an RNS announcement (indicated by 'RNS Number : 8063I') dated November 28, 2018, detailing the 'Results of Scheme General Meeting and Court Meeting' held on the same day concerning a proposed scheme of arrangement and capital reduction for Phoenix Group Holdings. The core content is the announcement of the voting results from these shareholder meetings, which are integral to a corporate restructuring/transaction. This type of announcement, reporting the outcome of shareholder votes on a major corporate action (like a scheme of arrangement), aligns most closely with the purpose of reporting voting results. While it relates to a corporate transaction (M&A/Capital), the specific focus on the 'Results of the Court Meeting' and 'Scheme General Meeting' points directly to the Declaration of Voting Results & Voting Rights Announcements category (DVA). It is not the full AGM presentation (AGM-R), nor is it a general earnings release (ER) or a comprehensive annual/interim report (10-K/IR).
2018-11-28 English
Court and Scheme Meeting Resolutions
Declaration of Voting Results & Voting Rights Announcements Classification · 19% confidence
2018-11-28 English
Phoenix Group Holdings
Regulatory Filings Classification · 99% confidence The document is identified by the RNS Number (3973I) and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' It details an informative notice regarding a 'Change in Holding Company' (a corporate restructuring/financing event) and its impact on FTSE index membership. While the content relates to capital structure (CAP) or potentially M&A (TAR), the primary nature of the filing is a general regulatory announcement distributed via the RNS system, which serves as the official dissemination channel for such news to the market. Given the explicit RNS source and the nature of the announcement (informative notice about a scheme of arrangement), the most appropriate classification is Regulatory Filings (RNS), as it is a general regulatory announcement that doesn't fit perfectly into the more specific categories like CAP or TAR, and it is clearly labeled as an RNS release.
2018-11-23 English
Phoenix Group Capital Markets Day
Report Publication Announcement Classification · 99% confidence The document is very short (1568 characters) and announces an upcoming event, the 'Phoenix Group Capital Markets Day on 29 November 2018'. It states that 'A short update on trading and cash generation in the year to date will be released at 7.00am on 29 November 2018.' This structure—announcing the publication of future information/updates—fits the definition of a Report Publication Announcement (RPA). It is not the actual Capital Markets Day presentation (IP) or the trading update itself (ER), but the notice about them. The presence of the RNS Number and the closing statement about RNS confirms it is a regulatory announcement, but RPA is more specific for announcing the release of other reports/events.
2018-11-21 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is explicitly labeled with an 'RNS Number' and contains the header 'NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible)'. It details changes in voting rights held by BlackRock, Inc. in Phoenix Group Holdings, referencing specific regulatory fields (like Art 9 and Art 10 of Directive 2004/109/EC). This structure is characteristic of a major shareholding notification filing, which corresponds to the 'Major Shareholding Notification' definition (MRQ). Although it is distributed via RNS, the core content is a specific regulatory disclosure about share ownership changes, making MRQ the most precise classification over the general RNS fallback.
2018-11-14 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a transaction by a person discharging managerial responsibilities (PDMR), specifically Antonios Kassimiotis, the Group Chief Operating Officer of Phoenix Group Holdings. It details the exercise of share awards and the subsequent sale of shares to cover tax liabilities. This aligns perfectly with the definition of a Director's Dealing (DIRS) filing, which covers personal share transactions by company executives.
2018-11-07 English

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