PensionBee Community Involvement Policy

Contents

1. Our approach
2. Listening to and amplifying community voices
3. Charters
4. Corporate citizenship
5. Volunteering
6. External speakers

Our approach

PensionBee makes pensions simple so that everyone can look forward to a happy retirement.

We recognise that in order to achieve our vision of a world where everyone can look forward to a happy retirement, underpinned by financial freedom, social inclusion, and good health, we need to listen to and engage with the wider communities in which we operate, and play our part in influencing positive change based on their needs.

Listening to and amplifying community voices

Each year we survey people about a broad range of themes ranging from their experiences of the cost of living crisis, savings habits, to their views on climate change. We also learn about lived experiences through focus groups and individual interviews, where we invite people to share their views on themes such as gender inequality in the pensions system, the impact of rising costs of living on their retirement plans, and knowledge of pension scams.

The insights that we gather feed into our public campaigns to raise awareness about consumer experiences and needs and to make change, via the national press, regulators, and the business community.

PensionBee amplifies customer voices by working through investor coalitions, including:

• ShareAction's Good Work Coalition - campaigning for fair pay and Real Living Wage commitments, including engagement on UK retailer resolutions around workforce data and pay transparency; and
• ShareAction's Long-term Investors in People's Health initiative - engaging supermarkets on health targets and antimicrobial resistance, contributing to Nestlé's commitment to report on product healthiness using government-approved metrics.

Charters

To publicly highlight our commitment to the local community and to set public targets for our own activities as a business over time, we’ve signed several Charters and joined campaigns related to the three pillars of our vision (financial freedom, social inclusion, and good health).

These include:

• ABI Making Flexible Work Charter
• ABI Transparent Parental Leave and Pay Initiative
• Accredited Living Wage Employer
• Accredited Disability Confident Employer
• Inclusion in Finance (previously The Diversity Project)
• Workforce Disclosure Initiative Investor Coalition

These Charters and projects help connect us with national networks dedicated to particular causes and help further our reach into local communities.

Corporate citizenship

PensionBee wants all companies to become better corporate citizens and help build a business ecosystem that values all stakeholders and rewards positive impact to the planet and society. In order to do this, we must lead by example. As a publicly-listed company that seeks to revolutionise the pensions industry for consumers, we have a platform to make meaningful change. Not only are we dedicated to being an exemplary corporate citizen but to using our platform to signal to other companies that success means doing business in a fair and sustainable way.

We believe that transparent and standardised corporate disclosures are fundamental to holding both ourselves and individual firms to account and driving better standards across all industries and geographies.

As such we publish our own workforce data, such as the gender pay gap, our parental leave policy, and our Inclusion, Equality and Diversity Policy. You can read more about our achievements on our dedicated company page.

We also disclose through broader campaigns such as the Workforce Disclosure Initiative (WDI), the Sustainability Accounting Standards Board (SASB), and we are an active member of the United Nations Global Compact. We disclose our environmental data and targets through the Streamlined Energy and Carbon Reporting initiative (SECR). We published our first UK Sustainability Report, which includes the Task Force on Climate-Related Financial Disclosures (TCFD).

All of these disclosures can be found on our ESG Disclosure Hub.

Volunteering

Each member of the PensionBee team is able to dedicate the equivalent of a full day of work to volunteer for a cause that is meaningful to them. Whether it's a passion for improving financial literacy or a desire to support the local community, this time is designed to help build a better world for everyone to retire into. 

Initiatives in recent years have included preparing and sharing lunch with residents at a local retirement community in collaboration with Blackfriars Settlement, as well as maintaining the grounds at Roots and Shoots, an educational and environmental charity.  

External speakers

We often invite inspirational speakers to raise awareness about important topics and help us deepen our understanding of wider communities. 

Talks over the years have included a workshop about inclusive design delivered by DeafBlind UK, the founder of the Institute of Neurodiversity raising awareness about the work of the organisation and her own career experiences.

More recently, we were joined by independent film trailblazer Emelyn Stuart, who shared her journey of spotlighting marginalized voices as the first Afro-Latina cinema owner in New York City, and London-based chef and restaurateur Chef Tee, who discussed overcoming systemic barriers facing UK care leavers and building a community-focused venture. 

Your views

Everything we do at PensionBee is shaped by you, our stakeholders. We welcome your thoughts and suggestions on this policy and on our evolving approach to community involvement by emailing us at engagement@pensionbee.com.

Last edited: 18-06-2026