reports
Retirement Savers Who Max Out Catch-Up Contributions Can Still Fall $1...
Retirement Savers Who Max Out Catch-Up Contributions Can Still Fall $120,000 Short PensionBee warns that late starters may need strategies beyond savings alone to minimize retirement shortfall NEW YORK, March 11, 2026 (GLOBE NEWSWIRE) -- Americans who take full advantage of the IRS super catch-up provisions, which further expand 401(k) contribution limits for older Americans, may still retire $120,000 behind peers who started saving earlier, finds . The analysis shows that a 50-year-old who maximizes could contribute over $505,500 out of pocket and still fall short of a $1 million nes...
One in Four Americans Can’t Name Their Retirement Provider as Dormant ...
One in Four Americans Can’t Name Their Retirement Provider as Dormant Accounts Surge NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- A new study by PensionBee reveals a growing disconnect between Americans and their retirement savings: 25% of U.S. adults cannot confidently name the institution that manages their retirement. This lack of awareness coincides with a sharp rise in "forgotten" accounts. that more than 30% of workplace accounts, such as 401(k)s and 403(b)s, are now dormant, a significant jump from 21% in 2012. “Once you choose to leave a 401(k) behind, it becomes much harder to...
Americans Automate Spending as Retirement Falls Out of Reach, Finds Pe...
Americans Automate Spending as Retirement Falls Out of Reach, Finds PensionBee NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- While 45% of Americans say they don’t have enough disposable income to save for retirement, 90% pay for at least one monthly subscription, according to . The nationally representative of 1,000 Americans reveals a stark disconnect in how Americans interact with financial automation. While most have fully embraced automatic spending, wealth building largely remains a manual process. Key findings include: While the majority of Americans automate expenses like bills ...
PensionBee Achieves Great Place To Work Certification™ with Rare 100% ...
PensionBee Achieves Great Place To Work Certification™ with Rare 100% Employee Satisfaction Milestone NEW YORK, Feb. 02, 2026 (GLOBE NEWSWIRE) -- , a leading online retirement savings provider, today announced its certification as a Great Place To Work®. The achievement was driven by a rare 100% employee satisfaction score and comes as the company continues to scale its U.S. operations. While the national benchmark for employee satisfaction sits at 57%, PensionBee’s perfect score reflects the company’s mission to treat its workforce with the same care as its customers. PensionBee’s custo...
Nearly One-Third of All Workplace Retirement Accounts May Be Zombie 40...
Nearly One-Third of All Workplace Retirement Accounts May Be Zombie 401(k)s, Finds PensionBee PensionBee analysis of Form 5500 data suggests that over 30% of all 401(k) and 403(b) accounts may be dormant NEW YORK, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Nearly one in three workplace retirement accounts may sit dormant, according to new released today by PensionBee. The study, which analyzed U.S. Department of Labor (DOL) data from 2012 to 2023, reveals that the growth of forgotten or left-behind 401(k) and 403(b) accounts has significantly outpaced the growth of active accounts opened in the...
PensionBee Launches on SS&C’s RolloverCentral®, Offering 1% Match on A...
PensionBee Launches on SS&C’s RolloverCentral®, Offering 1% Match on All Rollovers and Contributions Partnership expansion streamlines 401(k) rollover process, giving job changers direct access to PensionBee's award-winning IRA platform NEW YORK, Jan. 12, 2026 (GLOBE NEWSWIRE) -- (LON:PBEE), a leading retirement savings provider, and (Nasdaq: SSNC), a financial technology company, today announced an expansion of their partnership to streamline the outdated 401(k) rollover process. Beginning January 12, 2026, all customers who use SS&C’s RolloverCentral® platform can securely transfer ...
A Tumultuous Year Tests Optimism Among American Retirement Savers
A Tumultuous Year Tests Optimism Among American Retirement Savers Surveying more than 3,000 Americans, PensionBee Happy Retirement Report finds retirement sentiment drops over 10% in 2025 NEW YORK, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Retirement optimism dropped by over 10% in 2025, according to new consumer sentiment data by PensionBee. Positive retirement sentiment peaked in March at 55% before dropping to just 44% by year’s end. 2025 brought volatile markets, unprecedented tariffs, and the longest government shutdown in history. PensionBee’s captures the impact of the year’s events o...
Why your love life could be influencing your retirement planning
Why your love life could be influencing your retirement planning New research by The Open University and PensionBee reveals how sexual orientation and plans for future children shape motivation to save for retirement NEW YORK, Dec. 03, 2025 (GLOBE NEWSWIRE) -- A landmark study by , a leading retirement provider, and has uncovered a striking ‘legacy gap’ between gay and straight men – not in how much they save for retirement, but in why they save. Drawing on data from more than 28,000 UK retirement accounts and surveys of over 1,300 PensionBee savers, the research, “A Legacy for the Ki...
PensionBee Identifies Employer Communication as the Missing Link in Es...
PensionBee Identifies Employer Communication as the Missing Link in Escalating Safe Harbor IRA Crisis New survey findings reveal how a lack of guidance contributes to abandoned rollovers and billions in stranded assets NEW YORK, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Each year, up to 2 million old 401(k) accounts are automatically forced out of employer plans and placed into low-yield Safe Harbor IRAs, often without their owners’ knowledge. New sentiment data by reveals that nearly two-thirds of Americans (63%) with left-behind 401(k)s are unaware that this practice exists or that it can de...
PensionBee Pledges 1% Match on up to $1 Billion of Customer Assets
PensionBee Pledges 1% Match on up to $1 Billion of Customer Assets The company will contribute $10 million to match its customers’ next billion in assets, helping current and future customers grow their retirement savings NEW YORK, Nov. 10, 2025 (GLOBE NEWSWIRE) -- (LON:PBEE), a leading retirement savings provider, today launched a to encourage Americans to consolidate old 401(k)s and IRAs left behind with former employers. The company is committing up to $10 million to the initiative, offering the match on every dollar invested in a PensionBee IRA. The move addresses a critical issu...
PensionBee Joins Madison Square Garden as Official College Hoops Partn...
PensionBee Joins Madison Square Garden as Official College Hoops Partner NEW YORK, Oct. 27, 2025 (GLOBE NEWSWIRE) -- PensionBee (LON: PBEE) announced today a partnership with Madison Square Garden Entertainment (NYSE: MSGE). The award-winning fintech brand, known for simplifying retirement savings, will join Madison Square Garden as an official College Hoops Partner. As an official College Hoops Partner, PensionBee will receive prime in-venue digital signage placement throughout the arena during key regular-season college basketball games. The collaboration aims to bring financial educat...
- Paul Bryant
Growth still strong, adjusted EBITDA turns positive in Q4
In March 22, our initiation note was titled A pensions fintech starting to look like a Rocketship. Since then, market, investor and consumer confidence have been rocked by geopolitical events and deteriorating economic conditions. But despite that, PensionBee has delivered. What’s more, it has moved into profitability on an adjusted EBITDA basis within the timeframe targeted at its Apr 21 IPO. Over FY23 (to 31 Dec 23), 46k net new invested customers (ICs) were added (ICs + 25% to 229k), £1.3bn ...
- Paul Bryant
Profitability in sight with investor interest building
Interims to 30th June 2023 show invested customers reaching 211k, with 28k added over H1-23 (+15%) and 52k y-o-y (+33%). Assets Under Administration was up £678m over H1 (+22% over 6m, +38% y-o-y), reaching £3.7bn, with £469m added from net client inflows and £210m from investment performance. Encouragingly, increasing brand awareness and sophisticated data-driven marketing has resulted in ‘cumulative cost per invested customer’ continuing to decline (H1-22: £260; H1-23: £247). This has, in tur...
- Paul Bryant
Growth on track, as is target of profitability in FY24
Invested customers reached 211k on 30 June 23, with 28k added over H1-23 (+15%) and 52k y-o-y (+33%). Assets Under Administration was up £678m over H1 (+22% over 6m, +38% y-o-y), reaching £3.7bn, with £469m added from net client inflows and £210m from positive investment performance. This progress is on track to meet our previous growth targets and confirms that PensionBee continues to gain market share in the £700bn UK transferable pensions market (it is aiming for a 2% share of this market i....
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- James Allen
- Nick Anderson
LIBERUM: PensionBee* - Initiation - Sweeter than honey
PensionBee is disrupting the status quo in UK pensions. Its simple proposition, aimed at the vast but underserved mass market, is gaining traction due to its easy-to-use app, exceptional customer service and transparent fees. Competitors are asleep at the wheel. This has allowed PensionBee to rapidly take share, but a growing £700bn+ market suggests there is enough room for everyone. The business is highly scalable, with sticky revenues, but the market clearly underestimates the long-term margin...
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