How PensionBee gave Rebecca a self-employed pension

07
May 2019

Ever since becoming self-employed Rebecca’s pension had been on her mind. But between running her own business and being a mum for her two young children, she didn’t have a lot of time.

She had five old pensions from previous jobs but thought consolidating them would be too much hassle. Until she stumbled across PensionBee...

A quick way to consolidate

Rebecca was able to quickly and easily consolidate her previous pensions, with the sign up process - including the time spent tracking down her dusty old paperwork - taking no more than an hour and a half. The simplicity involved definetely appealed with her time being so precious, a policy number and a provider name all that was required.

PensionBee helps me from the point of view of being self employed specifically because it’s very simple, very quick, very easy.

Rebecca likes the flexibility that PensionBee offers her as a self-employed saver. There are no minimum contribution amounts and she can make one-off contributions instead of a set amount each month.

Re-engaged to save

Now, Rebecca feels more engaged with her pension and uses the app regularly to pay in and watch her pot grow.

I think I look at the app every two or three days! I’m quite enjoying seeing it grow on my phone.

She didn’t realise how much there was until she brought her old pots together, and the increased transparency that comes with PensionBee has inspired her to save even further.

Find out what other PensionBee customers have to say over on our YouTube channel, take a look at customer reviews on Trustpilot or look at our self employed pension.

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
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
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