Phoenix Group

From a longlist of over 600, to the final 42 - congratulations to Cecile Retaureau, Head of Private Markets at Phoenix Group, on her inclusion in the Private Equity International 'Women of Influence in Private Markets' 2025 list. It's a fantastic recognition of the work that Cecile does across private debt, real estate, infrastructure, mortgage solutions, venture capital and private equity that priorities assets that generate a positive social or environmental impact. In 2025 85% of our transactions executed have been sustainable or productive. Read more about the list > http://spr.ly/6046AouqC

The Social Mobility Foundation Employer Index 2025 has just been announced - and Phoenix Group is now the highest-ranking organisation in the Financial Services sector! We’ve secured a spot in the top 20 for the third year running, moving up two places to #16 overall. This consistent progress reflects our long-term commitment to improving access and opportunity for all talent through activity such as our Future in Finance platform and Discover Finance work insight programme. We also have around 100 Social Mobility Champions across the business, with support from Vicki Hopkins as Social Mobility Lead, and Tom Ground as ExCo sponsor. #SMFIndex25 #SocialMobility

Over the past five weeks, Timothy Fassam and the Public Affairs team attended The Conservative Party, The Labour Party, Liberal Democrats, Reform UK and Scottish National Party (SNP) conferences, where they engaged with a range of politicians on important policy issues aimed at improving outcomes for savers; increase pension values and encourage greater investment in the UK. We were pleased to support and attend various events across all the conferences. Collaboration with policymakers enables us to influence the system wide change required to help everyone to prepare for their financial future and live better, longer lives.

Meet our Enable Network, set up to support: • Colleagues living with disabilities or long-term health conditions • Neurodiversity • Carers and supporters • Allies who want to learn, advocate, and help build a more accessible workplace Find out more here 👇

Phoenix Group is proud to be recognised as a Level 3 – Ambassador by Carer Confident! (Carers UK) This achievement reflects our commitment to supporting colleagues who care for others - because when we support carers, we create a stronger, more inclusive workplace that ultimately delivers better outcomes for our customers. Through our Caring for Carers programme and Carers Network, we've built a culture that values care, shares best practice across the industry, and advocates for meaningful change. See our accreditation here 👉 http://spr.ly/6049AWxu5

From a longlist of over 600, to the final 42 - congratulations to Cecile Retaureau, Head of Private Markets at Phoenix Group, on her inclusion in the Private Equity International 'Women of Influence in Private Markets' 2025 list. It's a fantastic recognition of the work that Cecile does across private debt, real estate, infrastructure, mortgage solutions, venture capital and private equity that priorities assets that generate a positive social or environmental impact. In 2025 85% of our transactions executed have been sustainable or productive. Read more about the list > http://spr.ly/6046AouqC

Our latest Retirement Voice report is here, shedding light on people’s retirement hopes, expectations and plans – and their attitude towards money at a time of uncertainty. Read our report for stats, trends and analysis >> http://spr.ly/6048AorHi

It’s almost time for the UK Black Business Week | UK Black Business Show, with up to 15,000 visitors at the Excel in London. We are proud that for the third year running we are sponsoring both the UK Black Business Show, and the 'Black Finance Talks' during UK Black Business Week. On Friday: Joan Boyle will be talking part in ‘Speaking the language of leadership: How Black finance professionals build executive influence’. On Saturday: Colleen W., Catherine Foot & Nichola Taylor are hosting a seminar titled ‘Pensions with Purpose: Planning, Power & Legacy’. Also, on Saturday you can visit our wonderful colleagues who will be hosting the Standard Life UK stand at E30. See the full schedule and more details here: http://spr.ly/6044AmcPn

We’re proud to share that we've been named winner of the “Life & Bulk Annuity Investment Strategy of the Year” at the Insurance Investor European Awards for the second year in a row! 🏆 Our investment capability supported £6.1bn of new annuity premiums in 2024, with £40bn of annuity-backing AUM now under management. This award recognises the strength, depth and innovation of our approach to managing annuity-backed assets, showcasing how our trading, research, ALM and strategy teams collaborate to deliver outstanding outcomes and safeguard our policyholders’ benefits, now and throughout retirement.

We're taking real steps to decarbonise our investments. Find out how in our 2024 Stewardship report - http://spr.ly/6041Ac3cz #ClimateChange #Sustainability #Stewardship