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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 1,164 across all filing types
Latest filing 2025-03-19 Remuneration 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
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is identified by the 'RNS Number' header and explicitly mentions 'RNS, the news service of the London Stock Exchange' at the end. The content details transactions (exercise of options and subsequent sales) by Persons Discharging Managerial Responsibilities (PDMRs) concerning the company's ordinary shares. This type of mandatory disclosure regarding insider transactions falls under regulatory reporting requirements. While it is a specific type of regulatory filing, the most fitting general category among the provided options that covers mandatory disclosures of insider dealings is 'Director's Dealing' (DIRS). The structure and content perfectly match the requirements for reporting director/executive share transactions.
2025-03-19 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled 'Notification of transaction of Person Discharging Managerial Responsibilities ("PDMR")' and details the sale of shares by an executive (Tom Ground, CEO, Retirement Solutions). It explicitly mentions compliance with Article 19 of the UK Markets Abuse Regulation and is distributed via RNS, the news service of the London Stock Exchange. This content directly corresponds to reporting insider trades by directors/executives, which is classified as Director's Dealing (DIRS). Although it is an RNS announcement, the specific nature of the content (PDMR transaction) makes DIRS the most precise classification over the general RNS fallback.
2025-03-19 English
2024 Annual Report and Accounts
Annual Report (ESEF) Classification · 100% confidence FY 2024
2025-03-18 English
2024 Annual Financial Report
Earnings Release Classification · 100% confidence The document is titled 'Phoenix Group Holdings PLC 17 March 2025 | Phoenix Group Holdings plc: 2024 Full Year Results'. It contains detailed financial metrics for the full year 2024, including Operating Cash Generation, Shareholder Capital Coverage Ratio (SCCR), IFRS adjusted operating profit, and dividend recommendations. This content strongly indicates a comprehensive annual financial disclosure. Although it mentions the 'Annual Report and Accounts' is available elsewhere and provides a link, the document itself is the primary announcement summarizing these results and upgrading targets, which aligns best with the content of an Annual Report (10-K) or a very detailed Earnings Release/Management Discussion. Given the depth of financial detail covering the entire year ('2024 Full Year Results') and the discussion of capital, earnings, and cash flow targets, it functions as the core results announcement. Since the text is extensive (over 22,000 characters) and provides the substance rather than just announcing the availability of a separate document (which would suggest RPA/RNS), it is classified as the primary annual disclosure. In the US context, this is equivalent to the information found in a 10-K filing, which covers full-year performance. FY 2024
2025-03-17 English
Board Change
Board/Management Information Classification · 99% confidence The document explicitly announces a 'Board Change' regarding the appointment of Sherry Coutu CBE as an independent Non-Executive Director. This directly aligns with the definition of 'Board/Management Information' (MANG). The presence of the RNS Number and the reference to the Listing Rules (LR 6.4.6) confirms it is a formal regulatory announcement, but the content is specifically about management composition, making MANG the most precise classification over the general RNS fallback.
2025-03-14 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly titled 'Director/PDMR Shareholding' and details the 'Notification of monthly investment in the Phoenix Group Holdings plc Share Incentive Plan ('SIP')'. It lists transactions made by Persons Discharging Managerial Responsibilities (PDMRs) concerning the company's ordinary shares. This type of filing, reporting personal share transactions by directors and executives, directly corresponds to the definition of Director's Dealing.
2025-03-06 English

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