Investor relations

Results and reports
Share price
Regulatory news
Regulatory news
Regulatory news
Regulatory news
Regulatory news
Regulatory news

Q4 2024 highlights

£5.8bn

Assets under Administration1

265k

Invested Customers2

£38m

Revenue
(Annual Run Rate)3

36%

Revenue Growth
(Annual Run Rate)4

£5.8bn

Assets under Administration1

265k

Invested Customers2

£38m

Revenue
(Annual Run Rate)3

36%

Revenue Growth
(Annual Run Rate)4

1 Assets under Administration (AUA): the total invested value of pension assets within our Invested Customers’ pensions.
2 Invested Customers: the number of customers who have transferred pension assets or made contributions into one of our investment plans.
3 Annual Run Rate: calculated using the recurring Revenue for the relevant month multiplied by 12. Revenue is the income generated from the asset base of our customers.
4 Revenue Growth (Annual Run Rate) is the year on year growth rate of the Annual Run Rate Revenue.

Results and reports

Event
Date
Document
Presentation
Recording
4Q 2024 Results
22 January 2025
Event
Date
Document
Presentation
Recording
3Q 2024 Results
23 October 2024
Capital Markets Day 2024
1 October 2024
Interim Results 2024
28 August 2024
2Q 2024 Results
24 July 2024
1Q 2024 Results
24 April 2024
Annual Report 2023
11 April 2024
FY 2023 Results
13 March 2024
4Q 2023 Results
24 January 2024
Event
Date
Document
Presentation
Recording
3Q 2023 Results
19 October 2023
Interim Results 2023
31 August 2023
1H 2023 Results
20 July 2023
1Q 2023 Results
20 April 2023
Annual Report 2022
13 April 2023
FY 2022 Results
16 March 2023
4Q 2022 Results
19 January 2023
Event
Date
Document
Presentation
Recording
3Q 2022 Results
20 October 2022
Interim Results 2022
22 September 2022
1H 2022 Results
21 July 2022
1Q 2022 Results
21 April 2022
Annual Report 2021
14 April 2022
FY 2021 Preliminary Results
17 March 2022
FY 2021 Results
20 January 2022
Event
Date
Document
Presentation
Recording
3Q 2021 Results
21 October 2021
Interim Results 2021
21 September 2021
1H 2021 Results
22 July 2021
Annual Report 2020
9 April 2021
Annual Report 2019
30 June 2020
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Share price

Regulatory news

Financial calendar

The following schedule includes provisional dates.

Event
Date
4Q trading update
22 January 2025 (Post-market close - UK)
Full-year results
12 March 2025 (Post-market close - UK)
Publication of Annual Report
10 April 2025 (7am)
1Q trading update
23 April 2025 (Post-market close - UK)
Annual General Meeting
15 May 2025 (2pm)
2Q trading update
23 July 2025 (Post-market close - UK)
Interim results
13 August 2025 (Post-market close - UK)
3Q trading update
22 October 2025 (Post-market close - UK)
Financial year end
31 December 2025
Scroll to view table
Event
Date
4Q trading update
24 January 2024 (Post-market close - UK)
Full-year results
13 March 2024 (Post-market close - UK)
Publication of Annual Report
11 April 2024 (7am)
1Q trading update
24 April 2024 (Post-market close - UK)
Annual General Meeting
16 May 2024 (2pm)
2Q trading update
24 July 2024 (Post-market close - UK)
Interim results
28 August 2024 (Post-market close - UK)
3Q trading update
23 October 2024 (Post-market close - UK)
Financial year end
31 December 2024

Analyst coverage

The following investment analysts have kindly provided forecasts.

Company
Analyst
Contact
Berenberg
Alexander Bowers
Canaccord
Karl Burns
Jefferies
Julian Roberts
KBW
William Hawkins
Panmure Liberum
James Allen
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Major shareholders

The following interests in 3% or more of the issued ordinary share capital, have been notified to us as at January 2025.

Shareholder
Number of Shares held
Percentage Shareholding
Romi Savova
76,038,686
32.21%
Mudita Advisors LLP
25,551,344
11.34%
Jonathan Lister Parsons
11,990,520
5.33%
State Street Global
Advisors, Inc.
8,757,600
3.96%
Norges Bank
7,457,930
3.36%
Scroll to view table

Annual General Meeting

Result of the 2024 Annual General Meeting held on Thursday 16 May 2024

The Directors are pleased to announce that the shareholders of PensionBee Group plc passed all the resolutions that were proposed at this year's Annual General Meeting (the 'AGM'), as set out in the Notice of 2024 Annual General Meeting dated 11 April 2024.

All of the Resolutions were passed at the AGM by way of a poll. Resolutions 1 to 13 were passed as ordinary resolutions and Resolutions 14 to 16 were passed as special resolutions. The total number of votes received for each resolution is set out in the Result of the 2024 Annual General Meeting (as announced).

In accordance with UK Listing Rule 9.6.2, a copy of the resolutions passed at the AGM, other than resolutions concerning ordinary business, will be submitted to the Financial Conduct Authority's National Storage Mechanism and will shortly be available to view in the FCA's National Storage Mechanism.     

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Contacts

Investor Relations

For enquiries from existing shareholders and prospective investors, please email [email protected]. We will reply to your questions as soon as possible.

Company

PensionBee Group plc
209 Blackfriars Road
London SE1 8NL

Registrar contact details

If you are a PensionBee shareholder please direct your queries to our registrar, Equiniti, who will be able to assist.

0371 384 2696

Equiniti
Aspect House
Spencer Road
Lancing
West Sussex BN99 6DA
United Kingdom

Web

For shareholders holding shares in the PensionBee Nominee Service, they can access the online dealing facility at www.shareview.co.uk.

Under the Financial Services Act 1986, we are not authorised to provide advice to investors on share dealing. For advice on dealing, please contact your stockbroker or independent financial advisor.

Press UK

For all UK press related queries please contact:

PensionBee, Steven Kennedy

Press US

For all US press related queries please contact:

PensionBee, Nicole DeFusco

Auditors

Deloitte LLP
4 Brindley Place
Birmingham
B1 2HZ

Corporate Brokers

Keefe, Bruyette & Woods

150 Cheapside
London
EC2V 6ET

Bank of America Securities

2 King Edward Street
London
EC1A 1HQ

Panmure Liberum

25 Ropemaker Street
London
EC2Y 9LY