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PensionBee

Online pension provider

PensionBee logo
101-200 employees
  • Fintech
  • B2C
  • Personal finance
  • Investing
London, UK

Company mission

To make pensions simple so that everyone can look forward to a happy retirement.

Led by a woman

51% female employees

15% employee growth in 12 months

Our take

PensionBee is a London-based pension provider. The company is authorized and regulated by the FCA and it serves nearly 1 million customers.

They differentiate themselves by providing customers with a wide range of pension plans based on their financial needs and risk appetite, which are managed by global investment managers such as BlackRock, HSBC, and State Street Global Advisors. It is also free for customers to transfer their pensions, making it an attractive choice.

After the company became listed on London Stock Exchange in April 2021, it is continuing to see post-IPO growth, with over £3 billion in assets. The company has invested heavily in its marketing and technology, and it is well set to see further expansion, with a US deal announced for its technology in 2024.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Benefits

  • End of year bonus and generous equity schemes
  • Fully remote working enabled environment and culture
  • 25 days annual leave, 5 extra days for people with caring responsibilities and additional leave days for people living with a disability
  • LifeWorks, UK Healthcare Cash Plan, Thrive, Bippit, SmartHealth Virtual GP and Income Protection Insurance
  • Regular company-wide sessions: CEO Session, Show & Tell, Lunch & Learn ad varied D&I agenda; giving you an opportunity to share your ideas and learn about other areas of the business
  • A warm and motivated team working to make a real difference for our customers

Company values

  • Love - The value of love drives everything we do at PensionBee.
  • Honesty - We strive for total transparency about our pensions.
  • Quality - People trust us with their pension savings, and we go above and beyond to show them that we deserve that trust.
  • Simplicity - We’re committed to making pensions less complex.
  • Innovation - PensionBee wouldn’t exist without innovation.

Funding (1 round)

Jul 2016

$1.3m

SEED

Total funding: $1.3m

Leadership

Jonathan champions a tech-forward culture within the business, aiming to raise the level of technology literacy among employees, and creating opportunities for people to develop.

Previously worked as an Associate at Morgan Stanley and Director of Corporate Development at Credit Benchmark. Rounds up her investment bank experience with a 2-year stint as Analyst at Goldman Sachs.

Diversity, Equity & Inclusion at PensionBee

Emma Ferenc - Batchelor headshot

Emma Ferenc - Batchelor (Training & Culture Manager )

  • Upon joining PensionBee every member of staff is also given an equity stake, so we can all share in the success of the company
  • We’re proud to have achieved complete gender parity.
  • PensionBee is an accredited Living Wage employer
  • Around 43% of staff self-identifying their racial or ethnic background as Asian/Asian British; Black, African, Caribbean, or Black British; Mixed, multiple or other ethnic groups - which is unheard of in financial services.
  • We’re a proud member of the Race at Work Charter, the Women in Finance Charter and a signatory of the Tech Talent Charter, which shares the aim of addressing inequality in the UK tech sector, championing diversity and inclusion across the industry
  • The aim of our D&I agenda: The objective of our diversity and inclusion agenda in 2023 is to enable PensionBee to be a wonderful place to work and to align our culture with the diverse representation of our customer base.
  • A taster of our events so far: February - Social Mobility Awareness Month sessions - Raising Awareness - Making The Leap - Eugene Blavo Speaks March - Women’s Month (International Women’s Day) - Women in Leadership take the ‘Yellow Chair’ - The Gender Pension Gap & our focus on attracting more Female Customers April - International Month - Ex-pat Lunch & Share - International Food Party May - Mental Health Awareness Month - Lived Experience Session - Focus on Men’s Mental Health June - LGBTQ+ Awareness Month (lead up to Pride) - Later life needs of gay people - Pride Picnic July - South Asian Heritage Awareness Month - South Asian Cinema Movie Night - Remembering Rana Plaza - A discussion with Dr. Ashok Kumar, on the 10th anniversary September - Parenting Awareness Month - Family Meet Up - Lived-experience Sessions October - Black History Month - Lived-experience Session - Fireside Chat with Natalie Campbell MBE November - Neurodiversity & Disability Awareness Month - The Future is ND: Why we must embrace neurodiversity at work - Rethinking how we approach Disability and Inclusion

Endorsements

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Open and honest communication (2)

Supportive management (2)

Focus on employee wellbeing (2)

Career progression (1)

Diversity is a priority (1)

Flat hierarchy (1)

PensionBee 1PensionBee 2