When you join Pension Bee you are assigned a "Bee-Keeper". For me this was Chantelle Bailey who has been excellent. Chantelle is behind the scenes working on my pension transfers and keeps me updated via email, she also uses email to reach out if there are any information needed or urgent actions required.
If you are willing to put in a tiny bit of work and track down your policy numbers, your bee-keeper will do the rest of the hard work for you. It all happens in a matter of weeks! Which is great!
I highly recommend it. I have now transferred 3/4 pensions and I'm waiting on the last one. It is a great relief to see my pension balance all in one place in the Pension Bee app. I finally feel like I know where I stand with my pension.
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PensionBee helps you combine your retirement savings into a new online account, which you can manage from the palm of your hand.
We’re a global leader in the consumer retirement market with over $7 billion in assets on behalf of more than 300,000 customers.
Founded in 2014, we aspire to build pension confidence so that everyone can enjoy a happy retirement.
PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each of our customers has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey. We have an “Excellent” Trustpilot rating based on over 10,000 reviews.
As a public company, we aspire to the highest standards in everything we do because our customers deserve peace of mind. Our team of over 200 pension professionals, based in London and New York, has one focus: you, our customer.
When investing, your capital is at risk.See more