Review of PensionBee


Rated 5 out of 5 stars

Excellent service

Until now I've largely ignored what has been going on with my pensions, mainly because it's not been easy to see the pension performance and my pensions were with multiple providers. It's like they don't want you to see the performance or something, so that you don't bother to transfer it to another provider. I kept seeing adverts for PensionBee so decided to look into it, did a bit of research online and then signed up. I'm so glad I did, the process was seamless and I was updated every step of the way until my pensions were successfully transferred. PensionBee was able to find out the provider of one of my pensions that I had lost the details for and transfer it, I have no idea how I'd have done this otherwise. My pension has only been invested for a few weeks but it's already increased in value by nearly £800 on a £55000 investment, I'd like to think that's pretty good. I like being able to see the performance easily by using the app. PensionBee also automatically applies for a tax refund from HMRC for any additional contributions you make. Great experience so far and I'd highly recommend using them.

Update - since investing in September (it's now December) my pension has increased by 10.99% going from 56k to 62k!

Further update - my pensions have been invested a year and increased by 25%!!

Update 03/24 - I realised I could transfer an existing pension that my employer still pays into but leave an amount in that pension so that it doesn’t close. I requested to transfer in the app and then messaged the team on web chat to advise them not to request the full amount due to employer still paying into it. All went extremely smoothly and I am so glad to be away from Aegon who provide an absolutely horrendous and complicated pension experience via their website!

I’m so glad I found PensionBee as I am now much more clued up on pensions and achieving my goals for retirement.

October 10, 2020
Unprompted review

Reply from PensionBee

Hi Kara,

Thanks for taking the time to leave us a review. It's fantastic to hear you've been impressed with your PensionBee experience so far, and that we've been able to put you back in control of your retirement. We love to hear from our customers, so please do share your feedback with us in the future too.

Have a great day,

Tom Carter
Team PensionBee