reports
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and (Nasdaq: SSNC), a financial technology company, today announced an expansion of their partnership to streamline the outdated 401(k) rollover process.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...
- Paul Bryant
Growth and delivery driving strong investor interest
In FY22 (to 31 Dec 22) PensionBee continued to rapidly grow, despite market falls, and gain market share (page 2) in the structurally growing £700bn target market of transferable DC pensions (page 12). Invested customers grew 56% to 183k, AUA 17% to £3.03bn (net inflows +£863m, market movements -£424m), and revenue 38% to £17.7m. Adjusted EBITDA started to ‘turn the corner’ towards profitability and is forecast to turn positive on a monthly basis by the end of 2023. The net cash position is robu...
- Paul Bryant
Strong growth, customer acquisition costs fall
In Q3 of FY22 (to 30 Sep 22), customer growth continued to impress with invested customers* growing 9% in the quarter to 174k (30 Jun 22: 159k) and 68% y-o-y (30 Sep 21: 104k). Notably, the absolute number of new customers added in Q3 (15k), was almost as high as the largest D2C market incumbent, Hargreaves Lansdown (17k) and far more than AJ Bell (8k). This is even more impressive considering PensionBee only offers pension products. We have updated our forecasts to account for current custo...
- Paul Bryant
Guidance reiterated, positive adj. EBITDA by end-23
"Guidance re-iterated, positive adj. EBITDA by end-23" PensionBee’s H1-22 results confirm the momentum of its growth journey as it continues to disrupt the pensions market and drive the consolidation of UK consumers’ multiple pension pots. Its most fundamental growth driver, the number of invested customers1, grew 72% y-o-y to 159k on 30 Jun 22 from 92k on 30 Jun 21 (+36% over H1 from 117k on 31 Dec 21) and remains on track to meet our forecast of 200k by the end of FY22. Impressive marketing a...
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