Sign up Our Vision To make pensions simple, so that everyone can look forward to a happy retirement Here’s how we work to make this vision a reality for our customers, in the form of financial freedom, good health and social inclusion. Financial freedom We help our customers take control of their finances and fight for their rights as savers Creating a future of financial freedom Our customers have unique plans for their ideal retirement, whether purchasing homes close to their children, travelling around the world or simply living without any financial worries. Whatever their aspirations, they all need enough income to cover their living expenses in later life. Yet for far too long consumers have struggled to manage their retirement savings. Pensions are often complicated, presenting a significant obstacle for consumers wanting to take control of their money. In addition, many of us have no idea what we have saved, or how our pension is being managed. This is where PensionBee can help. Our technology platform makes it easy for customers to combine their pensions into one diversified online plan, so they can take the first step towards financial freedom. We create pension 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 55, we make it simple for our savers to make on-demand and appropriate withdrawals. Elsewhere, we’re committed to helping consumers navigate the wider pension ecosystem. We fight against pension scams wherever we find them, and we’re leading the campaign for an industry-wide commitment to a pension switch guarantee. These efforts, combined with our market-leading product, will help our customers become financially free. Helping our customers achieve good health Good physical and mental health can have a huge impact on the happiness of later life, and we believe that pensions have a significant role to play in the achievement of both. Ultimately, we want our customers to be "pension confident". That’s why we’re committed to making pensions simple and engaging, so people save more into their retirement and can enjoy bigger pensions for longer. This, we believe, should have a positive impact on our customers’ mental health. In addition, we’re conscious of the environmental impact we can have as a leading pension company, and intend to use our influence to build a healthier future - for our customers and the planet. Central to this is our offering of sustainable investment options, in the shape of our Fossil Fuel Free and Future World Plans. Studies from academics, industry bodies and corporations suggest that sustainable investments can yield greater returns, while investing in oil and tobacco producers can bring more risk. For these companies government action (whether through outright bans or taxes), civil lawsuits and adverse media coverage are all very real threats, and by offering an alternative we intend to enhance our customers' wealth, as well as their physical and mental wellbeing. Sowing the seeds for social inclusion We built PensionBee to help people from all backgrounds save for retirement and overcome the barriers that still exist in the pensions system. There is little formal financial education in the UK’s schools, and over the course of their lives not all people have the same exposure to financial concepts. As a result, many people struggle to navigate the pensions system as adults. By designing and building our product in recognition of these realities, we seek to help our customers overcome these educational barriers. Central to building this inclusive product is creating an inclusive company, so we’re committed to achieving workplace diversity. We’re an advocate for gender equality and have already achieved over 50% female representation across our entire workforce, as well as 57% across our senior management team. The female representation on our Board is currently 50%. Research indicates that companies with above average diversity generate higher innovation revenues, and that a more equal proportion of women in management directly leads to improved financial returns, whilst efforts to include, nurture and progress employees from all backgrounds can translate into higher engagement, lower attrition and ultimately a better, more profitable business. We believe that pursuing all of these pillars of a happy retirement - financial freedom, good health and social inclusion - will ultimately lead to bigger pensions for our customers. Learn more about PensionBee Discover what makes us a leading online pension provider. Values Our five core values guide everything we do at PensionBee, from how we treat our customers to how we build our product. Find out more History Learn more about some of the key events dating from our launch to the current day. Find out more Careers We welcome people from all walks of life, wishing to help us shake up a dusty pensions industry. Find out more Join over 602k customers already using PensionBee Get started PensionBee is authorised and regulated by the Financial Conduct Authority. With pensions, your capital is at risk. OUR SERVICE How it works Combine Contribute Withdraw Plans Self-employed Fees Refer a friend ABOUT US Vision Values History Reviews Press Careers KNOWLEDGE Pensions explained Blog Pension calculator Drawdown calculator Pension landscape INVESTOR RELATIONS Overview Business model & strategy ESG Leadership Regulatory news Results and reports Financial calendar Share price IPO centre Contact us HELP & FAQS Contact us FAQs Terms Privacy policy General enquiries: 020 3457 8444 Press enquiries: 020 3859 5788 General enquiries: contact@pensionbee.com Press: press@pensionbee.com Partners: partnership@pensionbee.com PensionBee, City Place House, 55 Basinghall Street, London, EC2V 5DX © Copyright 2021 PensionBee Ltd. Company registration: 9354862. FCA Reference Number: 744931. Information Commissioner's Office registration: ZA131262 We use cookies to ensure that you get the best possible experience. By continuing to use our website you are agreeing to their use. Find out more about cookies. 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