Phoenix Group Holdings PLC Director/PDMR Shareholding
February 06 2024 - 12:17PM
RNS Regulatory News
RNS Number : 2379C
Phoenix Group Holdings PLC
06 February 2024
06 February 2024
Director/PDMR
Shareholding
Notification of monthly
investment in the Phoenix Group Holdings plc Share Incentive Plan
('SIP')
Computershare Trustees Limited (the
'Trustees') of the Phoenix Group Holdings plc SIP, notified the
Company on 06 February 2024 that it purchased ordinary shares of 10
pence each at a price of 502.821 pence per share on 05
February 2024 under the 'Partnership' and 'Matching' element of the
Company's SIP.
Under the terms of the SIP, each
eligible participating employee can contribute from monthly salary
to purchase 'Partnership Shares' and the Company matches this based
on a one for one ratio up to a maximum of £50. The following table
details the number of Partnership and Matching Shares purchased and
awarded by the Company's Persons Discharging Managerial
Responsibilities ('PDMRs').
|
Number of
Partnership shares purchased under the SIP for the month
|
Number of
Matching shares awarded under the SIP for the month
|
Andrew Briggs
|
30
|
10
|
Andrew Curran
|
10
|
10
|
Michael Eakins
|
30
|
10
|
Anna Franekova
|
9
|
9
|
Claire Hawkins
|
30
|
10
|
Jacqueline Noakes
|
30
|
10
|
Jonathan Pears
|
10
|
10
|
Rakesh Thakrar
|
30
|
10
|
Sara Thompson
|
30
|
10
|
Quentin Zentner
|
30
|
10
|
Notification and public disclosure of transactions by persons
discharging managerial responsibilities
The Notification of Dealing Forms
for each PDMR can be found below. This announcement is made in
accordance with the UK Markets Abuse Regulation (Regulation (EU)
596/2014, as it forms part of domestic law by virtue of the
European Union (Withdrawal) Act 2018).
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Andrew Briggs
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Group Chief Executive
Officer
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Andrew Curran
|
2
|
Reason for the notification
|
a)
|
Position/status
|
CEO - Savings and
Retirement
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 10 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
10
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
20
251.41p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Michael Eakins
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Group Chief Investment
Officer
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.281p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Anna Franekova
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Corporate Development
Director
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 9 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 9 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
9
|
0.00
|
9
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
18
251.41p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Claire Hawkins
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Director of Corporate Affairs &
Investor Relations
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Jacqueline Noakes
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Chief Operating Officer
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Jonathan Pears
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Group Chief Risk Officer
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 10 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
10
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
20
251.41p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Rakesh Thakrar
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Group Chief Financial
Officer
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Sara Thompson
|
2
|
Reason for the notification
|
a)
|
Position/status
|
Group HR Director
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
1
|
Details of the person discharging managerial responsibilities
/ person closely associated
|
a)
|
Name
|
Quentin Zentner
|
2
|
Reason for the notification
|
a)
|
Position/status
|
General Counsel
|
b)
|
Initial notification
/Amendment
|
Initial Notification
|
3
|
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
|
a)
|
Name
|
Phoenix Group Holdings
plc
|
b)
|
LEI
|
2138001P49OLAEU33T68
|
4
|
Details of the transaction(s): section to be repeated for (i)
each type of instrument; (ii) each type of transaction; (iii) each
date; and (iv) each place where transactions have been
conducted
|
a)
|
Description of the financial
instrument, type of instrument
Identification code
|
Phoenix Group Holdings plc Ordinary
Shares of 10 pence
GB00BGXQNP29
|
b)
|
Nature of the transaction
|
Acquisition of Partnership Shares
under the Group's Share Incentive Plan - 30 (see below)
Acquisition of Matching Shares under
the Group's Share Incentive Plan - 10 (see below)
|
c)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
502.821p
|
30
|
0.00
|
10
|
|
d)
|
Aggregated information
- Aggregated volume
- Price
|
40
377.11p
|
e)
|
Date of the transaction
|
2024-02-05
|
f)
|
Place of the transaction
|
London
|
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