Phoenix Group

Birmingham, United Kingdom Founded: 1782 • Age: 244 yrs
Retirement planning services are provided to clients by Phoenix Group.
Annual revenue $21.3B Latest available
Total funding - 3 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products 6 Services tracked
Competitors - Brand Intelligence

About Phoenix Group

Phoenix Group is a company based in Birmingham (United Kingdom) founded in 1782. It operates as a Subscription Services and Direct-to-Consumer (D2C). Phoenix Group has completed 7 acquisitions, including Abbeylife, Co-op and ReAssure. Phoenix Group offers products and services including Standard Life Savings, SunLife Products, Phoenix Life Policies, ReAssure Retirement Products, and Phoenix Wealth Planning.

  • Headquarter Birmingham, United Kingdom
  • Stage Public
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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  • Legal Name Phoenix Group Holdings Plc
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $21.31 B (USD)
    8.76
    as on Dec 31, 2024
  • Net Profit
    -$1.4 B (USD)
    -3391.18
    as on Dec 31, 2024
  • EBITDA
    Not available
  • Latest Funding Round
    $73.1 M (USD), Post-IPO

    May 07, 2023

  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
    Abbeylife

    & 6 more

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IPO & Listings of Phoenix Group

Phoenix Group is a publicly listed company on the LSE with ticker symbol PHNX in UK, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: LSE · Ticker: PHNX · Sector: Finance · UK

Products & Services of Phoenix Group

Phoenix Group offers a comprehensive portfolio of products and services, including Standard Life Savings, SunLife Products, Phoenix Life Policies, ReAssure Retirement Products, and Phoenix Wealth Planning.

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Primary

Life savings and retirement needs are managed for customers.

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Affordable financial products are offered for over 50s customers.

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Secure policy management is provided for various life companies.

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Retirement and protection products are managed for diverse customers.

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Retirement and estate planning are supported for existing clients.

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Bespoke investment solutions are delivered for workplace pension schemes.

People of Phoenix Group

Headcount 5000-10000
Employee Profiles 292
Board Members and Advisors 8
Employee Profiles
People
Jackie Noakes
COO
People
Colonel Ademi
Principal Cyber Security Specialist
People
Jeneen Gill-Graham
Head Of Strategic Initiatives - Protection
People
Andy Briggs
Group CEO

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Board Members and Advisors
people
Nicholas Shott
Non-Executive Director
people
Hiroyuki Iioka
Non-Executive Director, MS&AD
people
Karen Green
Senior Independent Director
people
Katie Murray
Non-Executive Director

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Funding Insights of Phoenix Group

Investors in Phoenix Group

Phoenix Group has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Kingdom Holding Company and Terra Firma.

All
Venture Fund
Investor Description Founded Year Domain Location
Private investment holding company focusing on a diversified portfolio of business
Locked Locked Locked
Acquisition transactions are specialized in by this private equity firm.
Locked Locked Locked
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Investor details for Phoenix Group

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Phoenix Group

Phoenix Group has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Abbeylife, Co-op and ReAssure.

Investments
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Investment portfolio details for Phoenix Group

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified investment management services are provided by ReAssure.
Locked Locked 1963 Locked
Life insurance brokerage firm
Locked Locked 1963 Locked
Pension funds are managed by Abbeylife in the United Kingdom.
Locked Locked 1961 Locked
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Complete acquisition details for Phoenix Group

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Phoenix Group

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Detailed financials for Phoenix Group

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  • Profit trends
  • Statement rows
  • Financial ratios

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Phoenix Group Comparisons

Phoenix Group Primary company
Description
Retirement planning services are provided to clients by Phoe...
Location
Birmingham, United Kingdom
Founded Year
1782
Annual Revenue
$21.31 B (USD)
Net Profit
-$1.4 B (USD)
EBITDA
Not available
Employees
Not available
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Peer comparison for Phoenix Group

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Competitors of Phoenix Group

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Detailed competitors of Phoenix Group

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Phoenix Group

REG - Phoenix Group Hldgs - Change of Company Name
London Stock Exchange6 months ago
REG - Phoenix Group Hldgs - Appointment of Corporate Broker
London Stock Exchange6 months ago
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Complete news archive for Phoenix Group

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Phoenix Group

Phoenix Group was founded in 1782 and raised its 1st funding round 223 years after it was founded.

Phoenix Group is headquartered in Birmingham, United Kingdom. It is registered at Birmingham, England, United Kingdom.

Andy Briggs is the current CEO of Phoenix Group.

Annual revenue of Phoenix Group is $21.31B as on Dec 31, 2024.

Phoenix Group is involved in providing long-term savings and retirement solutions across the United Kingdom. The company operates through a portfolio of brands including Standard Life, SunLife, Phoenix Life, ReAssure, Phoenix Wealth, and Phoenix Corporate Investment Services. Services are tailored to support customers at every stage of their financial journey, focusing on pensions, savings, and life insurance. Emphasis is placed on sustainable investments and achieving net zero targets. The group manages 290 billion in assets for approximately 12 million customers, leveraging its scale to advocate for retirement readiness and financial security.

Phoenix Group offers Standard Life Savings, SunLife Products, Phoenix Life Policies, ReAssure Retirement Products, and 2 more products and services.

Yes, Phoenix Group is publicly traded on LSE under the ticker symbol PHNX.

Phoenix Group has made 7 acquisitions, including Abbeylife, Co-op, and ReAssure.

Phoenix Group has 2 investors. Key investors include Kingdom Holding Company, and Terra Firma.

The ticker symbol of Phoenix Group is PHNX on LSE.

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