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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 2018-10-26 Major Shareholding Noti…
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
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with 'RNS Number : 3429F' and contains the header '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 (MRQ). Although it is distributed via RNS, the specific content is a mandatory regulatory filing regarding share ownership thresholds, making MRQ the most precise classification over the general RNS fallback.
2018-10-26 English
Block listing Interim Review
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details a 'BLOCK LISTING SIX MONTHLY RETURN' for the 'Phoenix Group Sharesave Scheme' covering a specific period (April 8, 2018, to October 7, 2018), tracking unallotted securities. This is a specific regulatory filing related to share schemes and listing rules, but it is being disseminated via the RNS system. Since the definitions do not have a specific code for a 'Block Listing Return' or 'Sharesave Scheme Return,' and it is a formal regulatory announcement distributed through the primary regulatory news service (RNS), the most appropriate general category is 'Regulatory Filings' (RNS), as it is a miscellaneous regulatory update not covered by the more specific codes like CAP, SHA, or DIV.
2018-10-24 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This content details share transactions (acquisition and sale) by a director (Susan McInnes) of Phoenix Group Holdings. This perfectly matches the definition of Director's Dealing (insider trades). The presence of the RNS identifier suggests it was released via the London Stock Exchange's news service, but the specific content dictates the classification as DIRS, not the general RNS fallback.
2018-10-17 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a standard regulatory notification regarding transactions by persons discharging managerial responsibilities (PDMRs). It explicitly lists the names, positions, and transaction details (acquisition of shares) for several executives of Phoenix Group Holdings. This type of disclosure is specifically categorized as 'Director's Dealing' (DIRS) under the provided filing definitions.
2018-10-05 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' and details share acquisitions by several executives (Andrew Moss, Stephen Jefford, Susan McInnes, Rakesh Thakrar) under a Share Incentive Plan. This content directly corresponds to the reporting of personal share transactions by company directors and executives, which is defined as Director's Dealing (DIRS). The presence of 'RNS Number' and the disclaimer mentioning the London Stock Exchange and the Financial Conduct Authority confirms it is a regulatory disclosure, but the specific content points strongly to DIRS over the general RNS fallback.
2018-10-05 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly contains the header 'RNS Number : 7256C' and mentions that the information is provided by 'RNS, the news service of the London Stock Exchange' and is approved by the 'FCA'. The content is a 'TR-1: Standard form for notification of major holdings', which details changes in share ownership thresholds (5.02% total voting rights). This type of mandatory disclosure regarding significant changes in shareholding is classified as a Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific nature of the content (TR-1 form) makes MRQ the most precise classification over the general RNS fallback.
2018-10-02 English

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