Overall impact
B (77)

Commentary

Phoenix is a strong overall performer. With a 'B' rating of 77.0 for overall impact (91st percentile compared to all companies), Phoenix ranks 3rd out of 43 industry peers, behind Primerica and Emergent Capital, and ahead of Metlife, Federal Life, GWG and 37 others. On top material causes for Phoenix's industry (Insurance), Phoenix performs well in Disaster Readiness and Effective Aid (92.4 score), Improved Mental Health (95.7), No Poverty (87.9) and 3 other causes where it received an 'A' score. Phoenix did not receive a 'D' or 'F' rating on any cause.
Impact
Cause PNXGF
Peer rank
Overall impact

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Impact trend

Change in rating for overall impact

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Company
Employees
5,519
Sector
Financials
Industry
Insurance
Sub-industry
Life & Health Insurance
SASB industry
Insurance
Headquarters
United Kingdom
Share classes
PNXGF
Description
Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. It operates through Retirement Solutions, Pensions & Savings, With-Profits, SunLife & Protection, and Europe & Other segments. The company offers saving for retirement solutions that include defined contribution workplace pensions, retail savings for retirement, and legacy pensions and savings products; transitioning to retirement solutions, such as pension consolidation, fixed-term annuities, and smooth managed fund; and retirement income solutions, including income drawdown and lifetime annuities, defined benefit pension income, and home equity release. It also offers new and in-force individual annuity and bulk purchase annuity contracts written within shareholder funds; U.K. individual annuity; workplace pensions and self-invested personal pensions; in-force insurance and investment unit-linked products; and protection products. The company offers its products under the Standard Life, SunLife, Phoenix Life, and ReAssure brands. The company was founded in 1782 and is based in London, the United Kingdom.
Material causes
Ethos considers the following causes material for Phoenix, based on its industry sub-industry Life & Health Insurance. Learn more about material causes in our methodology overview.

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