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Phoenix Group Holdings PLC — Investor Relations & Filings

Ticker · PHNX ISIN · US71906Q1085 LEI · 21380031B1D56JRCE375 IL Financial and insurance activities
Filings indexed 1,168 across all filing types
Latest filing 2018-03-22 Director's Dealing
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/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 uses the 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' header and follows the standard format for reporting insider dealings (grant of awards under a share scheme). This falls directly under the 'Director's Dealing' category.
2018-03-22 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is identified by the 'RNS Number' header and contains repeated sections titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This structure explicitly details share transactions (grant of awards/options) by senior management (e.g., Group Chief Executive, Group Finance Director). This type of filing, reporting insider transactions by directors/executives, directly corresponds to the definition of Director's Dealing (DIRS). The presence of 'RNS' at the end confirms it is a regulatory announcement, but the specific content points to DIRS over the general RNS fallback.
2018-03-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of transactions by a person discharging managerial responsibilities (PDMR), specifically the Group Finance Director, James McConville, and his spouse. It follows the standard regulatory format for reporting insider dealings (PDMR transactions) as required by market abuse regulations. This aligns perfectly with the 'Director's Dealing' category.
2018-03-21 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with an '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 (acquisition and sale) by senior executives (e.g., Group Chief Executive, Group Finance Director) of Phoenix Group Holdings. This type of mandatory disclosure regarding insider trading or executive share dealings directly corresponds to the definition of Director's Dealing.
2018-03-21 English
Annual Financial Report
Earnings Release Classification · 95% confidence The document begins with an RNS (Regulatory News Service) header, which is a standard format for initial earnings announcements in the UK. It provides key financial highlights, operational updates, and outlook for the year ended 31 December 2017. While it references the 'Annual Report and Accounts 2017' and provides a summary of its contents, the document itself functions as the initial earnings release (Earnings Release) to the market, as indicated by the 'RNS Number' and the summary nature of the financial data provided. It is not the full 10-K/Annual Report itself, but rather the announcement of the results and the upcoming publication of the report. FY 2017
2018-03-15 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly starts with an 'RNS Number' and the header 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This format is characteristic of regulatory filings reporting insider transactions, specifically director's dealings. The content details transactions (Acquisition of Partnership Shares/Matching Shares) by individuals holding managerial positions (Andrew Moss, Stephen Jefford) in Phoenix Group Holdings. This directly matches the definition for Director's Dealing (DIRS). Although it uses the RNS service, the specific content dictates the DIRS classification over the general RNS fallback.
2018-03-07 English

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