Phoenix Group

Birmingham, United Kingdom Founded: 1782 • Age: 244 yrs Listed
Retirement planning services are provided to clients by Phoenix Group.

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
  • Website category Finance · Financial Planning and Management
  • Email
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  • Phone
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  • Website thephoenixgroup.com
  • Social LinkedIn X Facebook
  • Legal Name Phoenix Group Holdings Plc
Key Metrics
  • Annual Revenue
    $24.56 B (USD)
    7.27
    as on Dec 31, 2025
  • Net Profit
    -$635.57 M (USD)
    57.82
    as on Dec 31, 2025
  • Latest Funding Round
    $73.1M (USD), Post-IPO

    May 2023

  • Investors
  • Investments & Acquisitions
    Abbeylife

    & 6 more

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.

Standard Life Savings
Financial Services

Life savings and retirement needs are managed for customers.

SunLife Products
Financial Services

Affordable financial products are offered for over 50s customers.

Phoenix Life Policies
Insurance

Secure policy management is provided for various life companies.

ReAssure Retirement Products
Financial Services

Retirement and protection products are managed for diverse customers.

Phoenix Wealth Planning
Financial Services

Retirement and estate planning are supported for existing clients.

Phoenix CIS Solutions
Investment Services

Bespoke investment solutions are delivered for workplace pension schemes.

Funding Insights of Phoenix Group

  • Total Rounds 3
  • Last Round Post-IPO β€” $73.1M
  • Investors Count 2

All 3 funding rounds of Phoenix Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
May 2023$73.1MPost-IPO––
Jun 2022$283.15MPost-IPO––
Jun 2005–Private Equity Round––
Valuation history

2 investors in total: 2 institutional.

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
InvestorDescriptionFounded YearDomainLocation
Private investment holding company focusing on a diversified portfolio of business
1980kingdom.com.saRiyadh, Saudi Arabia
Acquisition transactions are specialized in by this private equity firm.
–terrafirma.comLondon, United Kingdom
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Investor details for Phoenix Group

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Phoenix Group

300 people are tracked at Phoenix Group (106 in leadership, 8 in board & advisors, 186 in team).

NameRoleGroup
Andy Briggs
CEOLeadership
Jackie Noakes
COOLeadership
Kerry Dewar
Human Resources DirectorLeadership
Jeneen Gill-Graham
Head Of Strategic Initiatives - ProtectionLeadership
Martin Rumsey
Head Of Strategic Programme DeliveryLeadership
Anthony O'Brien
Head Of Market StrategyLeadership
Minesh Ghelani
Talent Acquisition & Diversity, Equity & Inclusion DirectorLeadership
Douglas Smith
Senior Talent Acquisition PartnerLeadership
Lynne Wheatley
Head Of HRLeadership
Gareth Turney
Head Of People Function ChangeLeadership
Andy Curran
CEO, Savings & Retirement UK & Europe, Group Director Scotland, Phoenix GroupLeadership
Sara Thompson
Group HR DirectorLeadership
Dave Sweeney
Senior Talent Acquisition PartnerLeadership
Joan Boyle
Head Of Legal Asset Management Capital MarketsLeadership
Colin Alexander
Group Head Of Security AssuranceLeadership
Simone Spinalbelli
Head Of Data EngineeringLeadership
Richard Bell
Group Head Of Infrastructure ServicesLeadership
Sukhi Ranue
Head Of Strategic Workforce PlanningLeadership
Emma Knott
HR Business Partner (technology)Leadership
Stephanie Castanha
Senior Talent Acquisition Partner, Asset ManagementLeadership

280 more people are available in the full profile.

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Complete people profiles for Phoenix Group

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

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.

  • IPO date20 Mar 2019
  • Listed onOTCMKTS: PNXGF
  • Listed entityPhoenix Group Holdings plc
  • Exchange sectorFinance
  • ISINGB00BGXQNP29
  • Share price767.00 GBX (+0.07% on the day) · 2026-03-01
  • Market capitalisation7,680,948,458.00 GBX
  • EPS (diluted, trailing year)-0.63 GBX
  • Dividend yield7.13%
  • Volume (last session)2,391,973
  • Analyst consensusBuy

Financials of Phoenix Group

Exchange-reported annual figures
YearRevenueNet incomeEBITDA
202518.24B GBP-472.0M GBP–
202417.01B GBP-1.12B GBP–
202315.64B GBP34.0M GBP–
202230.87B GBP-2.75B GBP–
202110.34B GBP-860.0M GBP–
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Detailed financial statements for Phoenix Group

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

  • Statement rows
  • Financial ratios
  • Five-year trends
  • Downloads

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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.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Financial advisory services are provided in the United Kingdom.
sloc.co.ukBasingstoke, United Kingdom1893Apr 2023$305.71M
Life insurance policies are provided by SunLife to UK customers.
sunlife.co.ukBristol, United Kingdom1810Aug 2022$301.54M
Retail stores provides food & beverages products
coop.co.ukManchester, United Kingdom1844Mar 2021β€’β€’β€’β€’
Diversified investment management services are provided by ReAssure.
reassure.co.ukTelford, United Kingdom1963Dec 2019$4.2B
Life insurance brokerage firm
reassuregroupplc.co.ukTelford, United Kingdom1963Dec 2019$4.27B
Investments, pensions, retirement solutions, savings, and funds are provided.
standardlife.ieDublin, Ireland1834Feb 2018$2.76B
Pension funds are managed by Abbeylife in the United Kingdom.
abbeylife.co.ukBournemouth, United Kingdom1961Sep 2016$1.21B
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Complete acquisition details for Phoenix Group

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Phoenix Group

10 dated milestones of Phoenix Group across 18 years, from founding to its latest funding, stage changes and deals.

  1. Funding First funding round.
  2. Acquisition Acquires Abbeylife.
  3. Acquisition Acquires Standard Life.
  4. IPO Lists on the stock exchange (IPO).
  5. Acquisition Acquires ReAssure.
  6. Acquisition Acquires ReAssure Group.
  7. Acquisition Acquires Co-op.
  8. Acquisition Acquires SunLife.
  9. Acquisition Acquires Sun Life Financial of Canada.
  10. Funding Latest funding round, Post-IPO, of $73.1M.

Web traffic of Phoenix Group

The website of Phoenix Group (thephoenixgroup.com) receives about 81.9K visits a month and ranks #512,361 among all websites worldwide, #6,191 in Financial Planning and Management.

  • Monthly visits
    81.9K

    ▲ 8.7% vs previous month

  • Unique visitors
    25.9K

    per month

  • Global rank
    #512,361

    among all websites

  • Category rank
    #6,191

    Finance · Financial Planning and Management

Similar websites

Websites whose visitors overlap most with Phoenix Group. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
phoenixlife.co.uk
100%
40.9K#751,852View details
reassure.co.uk
86%
191.7K#184,371View details
standardlife.co.uk
85%
847K#65,888View details
ipfin.co.uk
81%
7.3K#2,978,171View details
corporate.moneysupermarket.com
corporate.moneysupermarket.com
81%
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 25 similar websites and full traffic analytics for Phoenix Group

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  • 25 similar websites
  • Audience overlap
  • Engagement analytics
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Verified entity values are shown only after access is granted.

Latest news on Phoenix Group

REG - Phoenix Group Hldgs - Change of Company Name
London Stock Exchange β€’ 7 months ago
REG - Phoenix Group Hldgs - Appointment of Corporate Broker
London Stock Exchange β€’ 7 months ago
REG - Phoenix Group Hldgs - Director/PDMR Shareholding
London Stock Exchange β€’ 8 months ago
REG - Patria Pvt Eq Trust. - Estimated NAV at 31 December 2025
London Stock Exchange β€’ 8 months ago
REG - Phoenix Group Hldgs - Total Voting Rights
London Stock Exchange β€’ 8 months ago
REG - Patria Pvt Eq Trust. - Estimated NAV at 30 November 2025
London Stock Exchange β€’ 9 months ago
REG - Phoenix Group Hldgs - Director/PDMR Shareholding
London Stock Exchange β€’ 9 months ago
REG - Phoenix Group Hldgs - Total Voting Rights
London Stock Exchange β€’ 9 months ago
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Complete news archive for Phoenix Group

Full article history, source details, and older brand coverage require an active premium plan.

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  • Source and publication date
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Verified entity values are shown only after access is granted.

Similar companies to Phoenix Group

10 companies that operate in the same segment as Phoenix Group (Insurance Providers), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
General and life insurance products are provided across multiple categories.
2016Bengaluru, Karnataka, IndiaUSD 466.54 MUSD 1.12 B4,530
Insurance products for vehicles, health, travel, and life are offered.
2016Bengaluru, Karnataka, IndiaUSD 655.23 MUSD 216.04 M461
Provider of a cloud-based platform for life and P&C insurance
2015New York, New York, United StatesUSD 643.86 MUSD 615.2 M1,240
App-based health insurance is offered to individuals and businesses.
2016Paris, FranceUSD 863.12 M––
Online small business insurance policies are provided.
2016Palo Alto, California, United StatesUSD 1.2 B––
App-based comparison platform for financial products
2009San Francisco, California, United StatesUSD 123.3 MUSD 836.6 M650
Homeowners insurance coverage is delivered via an online platform.
2015Palo Alto, California, United StatesUSD 709.36 MUSD 468.6 M478
Online health insurance is provided to individuals and businesses.
2012New York, New York, United StatesUSD 1.63 BUSD 11.7 B2,400
Insurance plans are compared and purchased via an online marketplace.
2008Gurugram, Haryana, India–––
Provider of protection plans and repair services for gadgets and appliances
2011Mumbai, Maharashtra, IndiaUSD 53.15 MUSD 35.77 M336
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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 $24.56B as on Dec 31, 2025.

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.

Phoenix Group operates through Phoenix Group Holdings Plc.

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