Results and reports

Our latest performance update and an archive of past results and reports

4Q 2023 highlights

£4.4bn

Assets Under Administration(1)

229k

Invested Customers(2)

£24m

LTM Revenue(3)

>95%

Customer Retention Rate(4)

4Q 2023 highlights

£4.4bn

Assets Under Administration(1)

229k

Invested Customers(2)

£24m

LTM Revenue(3)

>95%

Customer Retention Rate(4)

Browse and download from our library of results announcements, trading updates, annual reports and presentations.

  • (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.

About PensionBee

Discover who makes up our leadership team and explore our ESG policies.

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Leadership

Our leadership team brings together immense experience from the pensions industry and beyond. Explore their roles and responsibilities.

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ESG
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ESG

We’re conscious of the environmental, social and corporate impact we can have as a leading pension company.

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