Investor overview

PensionBee is a leading online UK pension provider with a mission to make pensions simple, so that everyone can look forward to a happy retirement

1H 2023 highlights

£3.7bn

Assets Under Administration⁽¹⁾

211k

Invested Customers⁽²⁾

£20m

LTM Revenue⁽³⁾

>95%

Customer Retention Rate⁽⁴⁾

1H 2023 highlights

£3.7bn

Assets Under Administration⁽¹⁾

211k

Invested Customers⁽²⁾

£20m

LTM Revenue⁽³⁾

>95%

Customer Retention Rate⁽⁴⁾

See what sets us apart

Find out how we’ve grown to become a leading online pension provider, by enabling consumers to interact with their savings through a unique combination of smart technology and dedicated customer service.

(1) Measures the total value of pension assets within Invested Customers’ pensions.
(2) Means those customers who have transferred pension assets or made contributions into one of PensionBee’s investment plans.
(3) Means the income generated from the asset base of PensionBee’s customers, essentially annual management fees charged on the AUA, together with a minor revenue contribution from other services over the trailing 12 months.
(4) Measures the percentage of retained PensionBee Invested Customers over the average of the trailing 12 months. High customer retention provides more certainty of future Revenue. This measure can also be used to monitor customer satisfaction.