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Phoenix Group Holdings PLC Fundamentals

Company NamePhoenix Group Holdings PLCLast Updated2024-04-16
IndustryInsurance - LifeSectorFinancial Services
Shares in Issue1.002 bnMarket Cap£4.92 bn
PE Ratio7.48Dividend per Share£0.52
Dividend Yield10.46Dividend Cover0
EPS-£0.14EPS Growth (%)0
PEG0DPS Growth (%)0.0484
Debt Ratio0.0133Debt Equity Ratio1.2933
Asset Equity Ratio84.5742Cash Equity Ratio2.0254
Quick Ratio0Current Ratio0
Price To Book Value1.7033ROCE0

Phoenix Group Holdings PLC Dividends

TypeEx-DatePay DateCurrencyNet DividendYear Total
Prelim2024-04-112024-05-22GBP0.2665
Interim2023-09-282023-10-23GBP0.2600
Prelim2023-03-302023-05-10GBP0.2600
Interim2022-08-252022-09-12GBP0.2480
Prelim2022-03-312022-05-09GBP0.2480
Interim2021-08-192021-09-03GBP0.2410
Prelim2021-04-012021-05-18GBP0.2410

Phoenix Group Holdings PLC Company Financials

Assets202320222021
Tangible Assets£106.00 m£125.00 m£130.00 m
Intangible Assets£2.03 bn£2.30 bn£2.64 bn
Investments000
Total Fixed Assets000
Stocks000
Debtors£1.34 bn£1.27 bn£2.11 bn
Cash & Equivalents£7.17 bn£8.84 bn£9.11 bn
Other Assets000
Total Assets£299.31 bn£281.04 bn£327.77 bn
Liabilities202320222021
Creditors within 1 year000
Creditors after 1 year000
Other Liabilities£4.78 bn£8.36 bn£11.75 bn
Total Liabilities£295.77 bn£276.80 bn£321.05 bn
Net assets£3.54 bn£4.24 bn£6.72 bn
Equity202320222021
Called up share capital£100.00 m£100.00 m£100.00 m
Share Premium£16.00 m£10.00 m£6.00 m
Profit / Loss-£164.00 m-£3.51 bn-£688.00 m
Other Equity£2.99 bn£3.71 bn£6.26 bn
Preference & Minorities£549.00 m£532.00 m£460.00 m
Total Capital Employed£3.54 bn£4.24 bn£6.72 bn
Ratios202320222021
Debt Ratio£0.56£0.52£0.41
Debt-to-Equity£1.29£1.08£0.69
Assets / Equity84.574284.574284.5742
Cash / Equity2.02542.02542.0254
EPS-£0.19-£2.75-£0.90
Cash Flow202320222021
Cash from operating activities-£863.00 m£866.00 m-£1.02 bn
Cashflow before financing-£1.63 bn-£316.00 m-£2.11 bn
Increase in Cash-£1.65 bn-£316.00 m-£1.81 bn
Income202320222021
Turnover£16.70 bn-£23.50 bn£23.82 bn
Cost of sales000
Gross Profit000
Operating Profit000
Pre-Tax profit-£164.00 m-£3.51 bn-£688.00 m

Phoenix Group Holdings PLC Company Background

SectorFinancial Services
ActivitiesPhoenix Group Holdings PLC is a British closed life assurance fund consolidator. Its main specialisation is the management and acquisition of closed life and pension funds. The company operates mainly in the United Kingdom. The brands of the group include Standard Life, SunLife, Phoenix Life, ReAssure, and Phoenix CIS.
Latest Interim Date28 Sep 2023
Latest Fiscal Year End Date22 Mar 2024

Phoenix Group Holdings PLC Directors

AppointedNamePosition
2015-08-28Sir Howard John DaviesNon-Executive Director,Chairman
2017-05-11Mr. David Ernest WoodsNon-Executive Director
2019-03-22Mr. Ian Donald CormackNon-Executive Director
2022-02-23Mr. Nicholas Stephen Leland LyonsNon-Executive Director,Chairman
2018-08-31Mr. Henry Eric StauntonNon-Executive Director,Chairman
2024-03-23Mr. Nicholas Roland ShottNon-Executive Director
2012-10-01Mr. Ronald Arnon Sandler CBENon-Executive Director,Chairman
2013-08-22Mr. Hugh Edward Mark OsmondNon-Executive Director
2024-03-23Mr. John PollockNon-Executive Director
2024-03-23Mr. Alastair David Lyons CBENon-Executive Director
2013-05-02Mr. Ian G.H. AshkenNon-Executive Director
2014-04-30Ms. Manjit DaleNon-Executive Director
2016-05-11Mr. Tom Cross Brown Non-Executive Director
2012-03-28Mr. Jonathan MossExecutive Director,Chief Executive Officer
2011-08-09Mr. John Simon Bertie Smith CAExecutive Director,Finance Director
2016-11-30Mr. Rene-Pierre AzriaNon-Executive Director
2014-10-22Mr. David BarnesNon-Executive Director
2013-05-02Mr. Charles ClarkeNon-Executive Director
2017-05-11Ms. Isabel Frances HudsonNon-Executive Director
2019-03-12Mr. Jonathan YatesExecutive Director,Finance Director
2020-03-10Mr. Clive Christopher Roger BannisterExecutive Director,Chief Executive Officer
2023-12-29Mr. Alastair William Stewart BarbourNon-Executive Director
2020-03-16Mr. Paul MilesExecutive Director,Group Finance Director (Interim)
2022-10-12Ms. Wendy MayallNon-Executive Director
2020-05-15Mr. James McConvilleExecutive Director,Group Finance Director
2024-04-09Mr. Andrew David Briggs Executive Director,Chief Executive Officer
2024-03-23Ms. Kory SorensonNon-Executive Director
2024-03-23Ms. Katie MurrayNon-Executive Director
2023-05-11Ms. Stephanie Jane BruceNon-Executive Director
2024-04-09Mr. Rakesh ThakrarExecutive Director,Finance Director

Phoenix Group Holdings PLC Contact Details

Company NamePhoenix Group Holdings PLC
Address100 St Paul’s Churchyard, Juxon House, London, EC4M 8BU
Telephone
Websitehttps://www.thephoenixgroup.com

Phoenix Group Holdings PLC Advisors

RegistrarComputershare Investor Services Ltd
Phone+44 8707074040
Fax+44 3708735851
StockbrokerHSBC Bank plc
Phone+44 2079918888
Fax+44 2079914459
Remuneration ConsultantFIT Remuneration Consultants LLP
Phone+44 2070311111
Financial PR AdviserMaitland
Phone+44 2073795151
Fax+44 2073796161
StockbrokerJ.P. Morgan Cazenove Ltd
Phone+44 2077424000
SolicitorWalkers
Phone+1 345 949 0100
Fax+1 345 949 7886
Financial AdviserCiti
Phone+44 2079864000
Fax+44 2079862266
SolicitorFreshfields Bruckhaus Deringer
Phone+44 2079364000
Fax+44 2078327001