Can you say exactly how much you saved last year? Or how much you’ve saved at all? Didn’t think so. We make retirement planning as simple as everyday banking with a PensionBee retirement account - powered by State Street ETFs. Simple, transparent, and designed for you.
We put you in control - so your financial future is always in your hands.
Consolidate your retirement accounts and easily manage your savings with total transparency. We’ve made it so simple - there’s no need to rely on anyone else to shape your financial future. We’ve got your back.
Every PensionBee customer gets their own dedicated BeeKeeper - a personal, U.S. based customer service manager - to help you combine your accounts and guide you to a happy retirement. Real support, no call center runaround.
You pay one clear, annual fee to manage your retirement account. No fine print. No surprises. The financial services industry doesn’t do this. But we do.
We manage more than $7 Billion in retirement funds. Invest with the biggest and the best - our ETFs are powered by State Street Global Advisors, a global leader in financial services. 10,000+ reviews and a 4.7 TrustPilot rating from savers just like you.
PensionBee, it's early days but so far I have been really impressed with everything, I found it easy to read and understand the information on the website. The process of consolidation is underway, and I am kept informed by my own contact (BeeKeeper) of how things are going.
Mr Keith
Good start. Easy to set up. Some websites are hard to navigate and get frustrating but this was clear and straightforward. Early days but so far so good.
Bev
Excellent service. The whole process was so easy to open an account. I would definitely recommend.
Patricia
Amazing, slick and digitally easy. With easy access to humans to quickly answer any questions. A large amount of money moved with ease, away from the old fashioned monoliths. Perfect.
Michael
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 startedPensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.