InsuranceRIA · CRD 326283SEC-Registered

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Pearl Group

Phoenix Group is an insurance company established in 1782 and headquartered in London, UK. It runs Heritage and Open businesses, with the Open business...

Pearl Group logo

Pearl Group

Phoenix Group is an insurance company established in 1782 and headquartered in London, UK. It runs Heritage and Open businesses, with the Open business comprising products for new and existing customers. The firm operates under the Standard Life brand for units including Workplace Pensions and Customer Savings & Investments.

General information

Firm type

Insurance

Year founded

1782

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

Caledonia

Corporate office

20 Old Bailey, London, EC4M 7AN, United Kingdom

Principals

Andy Briggs

Group Chief Executive Officer

Sir Nicholas Lyons

Chair of the Group Board

Sector focus

DiversifiedEnergy & UtilitiesRenewable Energy

Frequently asked questions

Who runs investment decisions at Pearl Group?

Andy Briggs serves as Group Chief Executive Officer. Investment activity occurs within the insurance balance sheet and through joint ventures such as Future Growth Capital with Schroders.

Does Pearl Group participate in fund commitments or only direct deals?

The firm holds direct real estate assets through SPVs and maintains a private commercial real estate loan portfolio. It also participates in venture exposure via the Schroders UK Innovation LTAF.

Where does the underlying capital originate?

Pearl Group is a publicly listed insurance company. Capital stems from policyholder liabilities and shareholder equity rather than a single family or entrepreneur.

What is Pearl Group's known posture on co-investments alongside external GPs?

The firm has formed a joint venture with Schroders in Future Growth Capital and holds a position in Synthesia through the Schroders UK Innovation LTAF.

Does Pearl Group maintain philanthropic structures, and how are they separated?

Yes. The Phoenix Group Foundation focuses on mental health and working carers in the United Kingdom with £1.8 million in estimated annual giving. Phoenix Insights operates as a separate retirement think tank established in 2021.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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