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To make pensions simple so that everyone can look forward to a happy retirement.
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
Company Specialist at Welcome to the Jungle
Jul 2016
$1.3m
SEED
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.
Romina Savova
(CEO)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.
Emma Ferenc - Batchelor (Training & Culture Manager )
All
Open and honest communication (2)
Supportive management (2)
Focus on employee wellbeing (2)
Career progression (1)
Diversity is a priority (1)
Flat hierarchy (1)
Every manager I've had at PensionBee has been so supportive, and they genuinely care about you. At times when my mental health was bad they accommodated my needs and supported me while I took an extended amount of time away from work. They were also able to help create a version of my role that better supports my neurodiversity. At every step of my journey through PensionBee, my managers have always made me feel like a valued member of the team and given me the support to thrive and progress.
Operations & Strategy
Supportive management
Oct 2022
One of the 5 core values at PensionBee is Honesty and it is seen through all levels of the business. Every morning we have a company-wide standup where each team explains what they're working on that day as well as weekly Show 'n' Tell sessions where people can present to the company what they've been working on. There are also daily in-team standups where we can discuss areas that need working on, any blockers we're facing and set goals for the end of the day. We also have fortnightly check-ins with our manager to discuss work performance as well as any personal issues we'd like to share. There is also a culture of not shaming anyone and that there are no silly questions. This makes it easier to reach out for help when you are struggling or have made a mistake and leads to refresher sessions and additional guides being made available for the team.
Operations & Strategy
Open and honest communication
Oct 2022
PensionBee is amazing when it comes to employee wellbeing. We have dedicated Mental Health First Aiders in the company who you can go to for support and provide helpful resources. Another perk is that we're part of the Employee Assistance Programme and are able to speak confidentially to a qualified counsellor 24/7 and have access to online CBT. We have had several guided meditation sessions with a professional meditation coach throughout the year. There are also frequent sessions from external speakers on topics such as race, heritage, neurodiversity, LGBTQ+ issues and much more which is an open space for people to learn. Internally we also organise events such as trips to museums and galleries or group lunches. Everyone has a 'Happiness Meeting' every 4-6 weeks with their manager to talk about anything non-work related. As both my manager and I can travel easily to the office we have been able to go in for the day and go to a nice coffee shop for our meeting which has been lovely. On top of the normal time off and sick-day allowance, you can also receive additional leave days for long-term physical or mental conditions.
Operations & Strategy
Focus on employee wellbeing
Oct 2022
You can always count on your colleagues at PensionBee to be honest through communication! The open team culture makes it easy to communicate with each other, as well as being in the know with what is going on in the company!
Operations & Strategy
Open and honest communication
Oct 2022
The management at PensionBee have gone above and beyond to support me! Our monthly catch ups have made me feel supported in terms of my career path as well as matters outside of work, they take into consideration that we all have personal lives and sometimes things don't go to plan. They really do care for their employees!
Operations & Strategy
Supportive management
Oct 2022
PensionBee is all about the wellbeing of their employees, from the endless support from the company right down to the goodies they send out to keep our spirits up whilst working from home. We have so many different opportunites during work to take a step back, from the yoga sessions to the team lunches just to catch up and check in. They definetely have their employees best interests at heart!
Operations & Strategy
Focus on employee wellbeing
Oct 2022
Even before I officially started with the company, I knew I would be able to be totally free and open about my identity, where I have not had this freedom in other companies. I have even been given an amazing opportunity to join the Diversity Champion team to celebrate the differences of everyone in the company.
Finance, Legal & Compliance
Diversity is a priority
Oct 2022
Our C Suite has always taken a very pro-active approach to their work for the company, and I feel completely at ease with having a conversation with our CEO. The company is open to any suggestions from anyone in the team, even if they are newbies.
Finance, Legal & Compliance
Flat hierarchy
Oct 2022
There is no favouritism when it comes to opportunities for career progression. PensionBee takes an anonymous approach to applications for internal promotion, so that offers are made on the sole basis of suitability for the role and not someone's background.
Finance, Legal & Compliance
Career progression
Oct 2022