As Fiona approached 40, she wanted to start building a nest egg for the future. She had several pensions from previous jobs and her main concern was to bring them together, so she could start building a clearer picture and put a saving plan in place.
Fiona fixes her pension mess
After finding out about PensionBee online, Fiona decided to consolidate three of her past pensions with us. There was no need for her to send us reams of paperwork, or spend hours on the phone to old providers. All we needed to combine her pensions were some basic details, like her provider name and her policy number.
PensionBee deal with it all. I just put my name in and my policy number, and then they’ve done everything else. I didn’t have to do anything, it was just... done!
Fiona found the process quick and simple from start to finish, and she now uses our app to keep track of her pension from her smartphone.
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Pension peace of mind
With her pensions all in one place, Fiona’s now a lot more relaxed about retirement. She loves the transparency her BeeHive provides and doesn’t worry about her finances like she used to.
Being with PensionBee makes me really relaxed about my finances. It’s all in one place, I can see everything on my app, and I just don’t have to worry about it any more.
In fact she’s inspired her partner Dave to sort his own pension, after he heard about Fiona’s experience with PensionBee!
Fiona’s talked to me about PensionBee from the second she signed up. It’s prompted me to sort myself out and maybe it’s something I’ll be looking at!
Find out what other PensionBee customers have to say over on our YouTube channel, or take a look at customer reviews on Trustpilot.
Period | Market Event | FTSE World TR GBP (%) | 4Plus Plan (%) |
|---|---|---|---|
4Plus Plan’s inception – 6 Sept 2013 | QE Tapering, China Interbank Crisis and its aftermath | -5.44 | -2.41 |
3 Oct 2014 – 15 May 2015 | Oil price drop, Eurozone deflation fears & Greek election outcome | -5.87 | -1.77 |
7 Jan 2016 – 14 Mar 2016 | China’s currency policy turmoil, collapse in oil prices and weak US activity | -7.26 | -1.54 |
15 June 2016 – 30 June 2016 | BREXIT referendum | -2.05 | -1.07 |
