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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 1,168 across all filing types
Latest filing 2017-07-19 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 : 5508L' and contains the standard format for a 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which falls under regulatory disclosure requirements. The presence of 'RNS Number' and the structure strongly indicate a regulatory filing related to shareholding changes, which aligns best with the 'Major Shareholding Notification' category (MRQ). Although RNS is a general category, MRQ is more specific for this type of content (notification of major holdings by Prudential plc).
2017-07-19 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 share acquisitions by individuals identified as having managerial responsibilities (Andrew Moss, Stephen Jefford) within Phoenix Group Holdings. This type of filing, reporting insider transactions, directly corresponds to the definition of Director's Dealing. The presence of 'RNS Number' indicates it was released via the Regulatory News Service, but the content itself is specifically about insider trades, making 'DIRS' the most accurate classification over the general 'RNS' fallback.
2017-07-10 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 share purchases by an executive (Stephen John Jefford, Group HR Director - PDMR) and a closely associated person. This content directly corresponds to the definition of Director's Dealing (insider trades). The presence of an RNS Number (4655K) indicates it is a regulatory announcement, but the specific content points overwhelmingly to DIRS. The document length is short (2905 chars), but it contains the full details of the transaction, not just an announcement that a report is attached, thus it is classified by content rather than the 'MENU VS MEAL' rule which applies to announcements *of* reports like 10-K or IR.
2017-07-07 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and is filed under 'RNS Number : 2431K' on '05 July 2017'. This form is used to report changes in significant share ownership (crossing thresholds). This directly corresponds to the definition for Major Shareholding Notification (MRQ). Although it is an RNS filing, MRQ is the more specific category for this type of regulatory disclosure regarding ownership changes.
2017-07-05 English
Issuer Document
Capital/Financing Update Classification · 98% confidence The document details the contractual terms for the issuance of U.S.$500,000,000 5.375 per cent. Notes due 2027 under a Euro Medium Term Note Programme. It specifies the Issue Date (6 July 2017), Maturity Date (6 July 2027), interest rates, redemption basis, and references a Prospectus and Final Terms. This structure is characteristic of a debt offering document, specifically the Final Terms supplement to a base prospectus. Among the provided codes, 'CAP' (Capital/Financing Update) is the most appropriate category for documenting the terms of a new debt issuance or financing activity.
2017-07-05 English
Publication of Final Terms
Regulatory Filings Classification · 98% confidence The document is very short (3070 characters) and explicitly states that 'Final Terms' documents related to a Euro Medium Term Note Programme are 'available for viewing' and provides a URL link to an RNS PDF. It also mentions that a copy has been submitted to the National Storage Mechanism. This structure—announcing the availability of a specific legal/financial document via a link and referencing the RNS service—strongly indicates a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS), rather than the full document itself (like a CAP or 10-K). Since the content is a specific announcement about the publication of 'Final Terms' for debt issuance, it relates to financing activities. However, the primary action described is the *publication* of the terms document. Given the options, RPA (Report Publication Announcement) is the most precise fit for announcing the release of a document, although RNS (Regulatory Filings) is also plausible as it is an RNS announcement. Since the document is clearly announcing the availability of a specific set of terms (which are often filed as part of a larger financing event), and it is short, RPA is preferred over the general RNS fallback, as it directly addresses the 'Menu vs Meal' rule for short announcement documents.
2017-07-04 English

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