Phoenix Group Holdings PLC

Common Name

Phoenix Group Holdings

Country

United Kingdom

Sector

Financial Services

Industry

Insurance - Life

Employees

6,980

Ticker

PHNX

Exchange

LONDON STOCK EXCHANGE

Website

www.thephoenixgroup.com

Description

Phoenix Group Holdings plc is a prominent type of financial services company engaged primarily in the acquisition and management of life insurance and pension funds. With a focus on the United Kingdom... Show more

Financial Statements of Phoenix Group Holdings

Below are the financial statements of Phoenix Group Holdings, including the income statement and balance sheet for the company's latest fiscal year. All figures are accurate, verifiable, and fully traceable to the original annual filing where disclosed.

Income Statement (as reported) Balance Sheet (as reported)

All figures in millions of GBP	2024	2023
Assets	—	—
Pension scheme asset	35^a	26^a
Reimbursement right assets	183^a	215^a
Intangible assets	—	—
Goodwill	10^a	10^a
Acquired in-force business	1,646^a	1,912^a
Other intangibles	128^a	106^a
Intangible assets	1,784^a	2,028^a
Property, plant and equipment	91^a	106^a
Investment property	4,370^a	3,698^a
Investment in associate accounted for using the equity method	4^a	0^a
Financial assets	—	—
Loans and deposits	261^a	248^a
Derivatives	2,600^a	2,766^a
Equities	96,351^a	87,628^a
Investment in associate	0^a	349^a
Debt securities	88,322^a	93,374^a
Collective investment schemes	82,740^a	78,909^a
Reinsurers’ share of investment contract liabilities	9,265^a	9,672^a
Financial assets	279,539^a	272,946^a
Insurance assets	—	—
Reinsurance contract assets	5,187^a	4,876^a
Deferred tax assets	146^a	143^a
Current tax	523^a	502^a
Prepayments and accrued income	399^a	439^a
Other receivables	3,043^a	2,652^a
Cash and cash equivalents	9,453^a	7,168^a
Assets classified as held for sale	3,100^a	4,594^a
Total assets	307,857^a	299,393^a
Equity attributable to owners of the parent	—	—
Share capital	100^a	100^a
Share premium	16^a	16^a
Shares held by employee benefit trust	-18^a	-15^a
Foreign currency translation reserve	124^a	91^a
Merger relief reserve	593^a	1,819^a
Other reserves	23^a	16^a
Retained earnings	375^a	715^a
Total equity attributable to owners of the parent	1,213^a	2,742^a
Equity and liabilities	—	—
Tier 1 Notes	494^a	494^a
Non-controlling interests	539^a	549^a
Total equity	2,246^a	3,785^a
Liabilities	—	—
Pension scheme liability	1,312^a	2,557^a
Reimbursement right liabilities	34^a	79^a
Insurance liabilities	—	—
Insurance contract liabilities	115,791^a	115,727^a
Reinsurance contract liabilities	158^a	147^a
Insurance liabilities	115,949^a	115,874^a
Financial liabilities	—	—
Investment contracts	170,747^a	157,715^a
Borrowings	3,622^a	3,892^a
Derivatives	4,085^a	3,342^a
Net asset value attributable to unit holders	2,486^a	2,921^a
Obligations for repayment of collateral received	849^a	1,005^a
Financial liabilities	181,789^a	168,875^a
Provisions	206^a	155^a
Deferred tax liabilities	198^a	320^a
Current tax	21^a	41^a
Lease liabilities	64^a	74^a
Accruals and deferred income	583^a	579^a
Other payables	2,280^a	2,272^a
Liabilities classified as held for sale	3,175^a	4,782^a
Total liabilities	305,611^a	295,608^a
Total equity and liabilities	307,857^a	299,393^a

Verified Sources Behind Phoenix Group Holdings’s Financial Fundamentals Data

Every figure on this dashboard has a transparent audit trail. With Tracenable, each data point is traceable back to its original source, viewable directly inside our platform. Explore Phoenix Group Holdings’s data sources below and access millions more through our Disclosure Search.

a. Phoenix Group Holdings's Annual Report 2024

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Phoenix Group Holdings PLC

Financial Statements of Phoenix Group Holdings

Verified Sources Behind Phoenix Group Holdings’s Financial Fundamentals Data

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