About us.

PensionBee is a global leader in the consumer retirement market with over $6 billion in assets on behalf of more than 250,000 customers.

Founded in 2014, we aspire to make as many people as possible retirement confident so that everyone can enjoy a happy retirement.

We help our customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand. PensionBee has an “Excellent” Trustpilot rating based on over 11,000 reviews.

PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey.

As a public company, we aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of over 200 retirement account professionals, based in New York and London, has one focus: you, our customer.

Our leadership

This is where PensionBee can help

Our technology platform makes it easy for customers to consolidate their 401(k)s and IRAs into one diversified online plan, so they can take the first step towards financial freedom. We create calculators and retirement forecasting tools to help our customers plan ahead, enabling them to build a clearer picture about what they should be contributing. Then, when they reach the age of 59.5, we make it simple for our savers to make on-demand and appropriate withdrawals.

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How we protect your account

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Experienced money manager

The ETFs in your plan are managed by one of the largest money managers in the world, State Street Global Advisors.

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Bank-grade encryption

We protect your data with the strongest, most up-to-date technology and processes. All of your information is encrypted using 128-bit Transport Layer Security (TLS) and our security is tested annually by independent experts.

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Permission-only data sharing

We'll never share your personal information with anyone without your permission. Our systems and processes are set up to adhere to the US’s latest information security requirements.

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Secure identity checks

We meticulously vet the identity of all employees and customers to reduce the risk of identity fraud, or any other unauthorised access to your information or account.

Our location

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Be Retirement Confident.

Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.

Get started
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