PensionBee

PensionBee is a fintech company operating in the retirement and savings markets of the United Kingdom and the United States. Founded in 2014, it provides an online account and app through which customers can consolidate and manage their retirement savings, with options for contributions, investments and withdrawals. The company was started by founder Romi Savova from her own experience of consolidating retirement savings, and states a mission of making pensions simpler to understand and manage.

Its UK service lets customers combine multiple pensions into a single plan held in one place. In the United States, PensionBee helps customers roll over old 401(k)s and IRAs into a PensionBee IRA, offering Traditional, Roth and SEP IRA options. Investment is provided through pre-built model portfolios offered within PensionBee plans, alongside retirement-planning resources and tools.

The company works across two regulatory jurisdictions and sits at the intersection of financial services, wealth and investment management, and mobile and web application development. Customer-facing operations include support teams that guide people through pension transfers and answer account questions, reflecting an emphasis on straightforward products and hands-on human support.