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About us.

PensionBee is a global leader in the consumer retirement market with over $7 billion in assets on behalf of 260,000 customers.

Founded in 2014, we aspire to make as many people as possible retirement confident so that everyone can enjoy a happy retirement.

We help our customers to combine their retirement savings into a new online account, which they can manage from the palm of their hand. PensionBee has an “Excellent” Trustpilot rating based on over 11,000 reviews.

PensionBee accounts are invested by the world’s largest investment managers, collectively looking after more than $10 trillion in savings between them. Each PensionBee customer has a personal account manager (“BeeKeeper”) to guide them through their savings and retirement journey.

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 retirement account professionals, based in New York and London, has one focus: you, our customer.

Our leadership

This is where PensionBee can help

Our technology platform makes it easy for customers to consolidate their 401(k)s and IRAs into one diversified online plan, so they can take the first step towards financial freedom. We create calculators and retirement forecasting tools to help our customers plan ahead, enabling them to build a clearer picture about what they should be contributing. Then, when they reach the age of 591/2, we make it simple for our savers to make on-demand and appropriate withdrawals.

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How we protect your account

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Experienced money manager

The ETFs in your plan are managed by one of the largest money managers in the world, State Street Global Advisors.

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Bank-grade encryption

We protect your data with the strongest, most up-to-date technology and processes. All of your information is encrypted using 128-bit Transport Layer Security (TLS) and our security is tested annually by independent experts.

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Permission-only data sharing

We'll never share your personal information with anyone without your permission. Our systems and processes are set up to adhere to the US’s latest information security requirements.

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Secure identity checks

We meticulously vet the identity of all employees and customers to reduce the risk of identity fraud, or any other unauthorised access to your information or account.

Our location

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Be Retirement Confident.

Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.

Get started
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Documents and Resources

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PensionBee Brochure
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Privacy Policy
Investment Advisory Contract
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Customer Relationship Summary
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Terms and Conditions
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PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.

Telephone logo

General inquiries: (718) 502-9433
Press inquiries: (718) 502-9957

Email logo

General inquiries: info@pensionbee.com
Press inquiries: press@pensionbee.com
Partners: partnership@pensionbee.com

PensionBee, 85 Broad Street,
New York, NY, 10004

Copyright 2024. PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, Ny 10004. PensionBee Inc. is registered with the SEC as an investment adviser (CRD # 331741/SEC#: 801-130697). A copy of PensionBee Inc.'s Brochure, containing our written disclosure statement discussing our business operations, services, and fees, is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from us. PensionBee Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PensionBee Inc.’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Information presented does not intend to make an offer or solicitation for the sale or purchase of any specific securities or  investments. Past performance is not indicative of future performance. Investments involve risk and are not guaranteed.  This website and information are not intended to provide tax or legal advice.

State Street Global Advisors is not involved in the management of the strategies and accounts offered to you by PensionBee. State Street Global Advisors and its affiliates are not your investment adviser and are not a fiduciary with respect to you or your account. PensionBee is independent of State Street Global Advisors. State Street Global Advisors is not recommending or endorsing PensionBee or making a determination of the suitability or appropriateness for any individual products or investment strategies offered by PensionBee, including those described herein. Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard and Poor’s Financial Services LLC(S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones or S&P, their respective affiliates and third party licensors and none of such parties make any representations regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions or interruptions or any index.

The SPDR® S&P500 ETF®, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P®MidCap 400®IndexTM and Dow Jones Industrial AverageSM. The shares of the SPDR® S&P 500® ETF, S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.

Our website stores data such as cookies to enable our website to function and for the purposes of analytics and marketing. By continuing to use this website you are agreeing to this. You can disable cookies in your browser by following these instructions. To opt-out of how we use your data see our Privacy Policy.