United States
Our story began when our CEO, Romi Savova, encountered many difficulties moving her old retirement accounts into one new place. Drawing on her background in financial services, Romi turned that experience into inspiration, and PensionBee was born – a company committed to making retirement planning simple and stress-free for everyone.
Founded in 2014, we aspire to make as many people as possible confident about their future, so everyone can enjoy a happy retirement. For over 10 years, we've helped customers in the UK, and now we've brought our easy-to-use service to the U.S., making it more accessible than ever to take control of your savings.
Love is what drives us, it’s the heart of everything we do.
We’re here to make retirement planning clear and straightforward, with complete transparency every step of the way
We’re driven by innovation, always looking for new and better ways to “wow” our customers
We’re committed to earning your trust by providing clear guidance and making retirement planning easy.
We’re committed to make retirement planning simple and stress-free.
Our mobile app and website make 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 1/2, we make it simple for our savers to make on-demand and appropriate withdrawals.
We work with State Street Global Advisors, one of the world's largest money managers.
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.
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.
We meticulously vet the identity of all employees and customers to reduce the risk of identity fraud, or any other unauthorized access to your information or account.
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
PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.
General inquiries: [email protected]
Press inquiries: [email protected]
Partners: [email protected]
PensionBee, 85 Broad Street,
New York, NY 10004
