PensionBee
PensionBee is a British online personal pension scheme provider. It was co-founded in 2014 by its chief executive officer, Romi Savova, and chief technology officer, Jonathan Lister Parsons.
It is authorised and regulated by the Financial Conduct Authority.[1]
History
[edit]In 2021, PensionBee joined the High Growth segment of the main market of the London Stock Exchange.[2] In April 2022, it transitioned to the Premium segment,[3] and from 20 March 2023 PensionBee has been a constituent of the FTSE All-Share and FTSE SmallCap indices.[4] From December 2023, PensionBee has also been included as a constituent of the FTSE4Good Index.[5]
In the first half of 2024, the company added 23,000 new "invested customers", for a total of 252,000. Assets under administration grew 40 per cent in the same period to £5.2bn.[6][7] In August 2024, the company announced a partnership with investment management firm State Street Global Advisors, for expansion into the US market.[7]
Leadership
[edit]- Non-Executive Chair: Mark Wood
- Senior Independent Director: Mary Francis
- Chief Executive Officer: Romi Savova
- Chief Technology Officer: Jonathan Lister Parsons
- Chief Financial Officer: Christoph J.Martin[8]
References
[edit]- ^ "PensionBee Ltd". FCA.
- ^ "London Stock Exchange welcomes PensionBee to the High Growth Segment of the Main Market". London Stock Exchange.
- ^ "PensionBee joins London Stock Exchange Premium Segment as AUA hits £2.74bn". AltFi. April 21, 2022.
- ^ "PensionBee Group plc - FTSE UK Index Inclusion" (Press release). PensionBee – via Polaris.
- ^ "FTSE4Good Index Series December 2023 Semi-Annual Review". Research FTSE Russell. December 8, 2023.
- ^ "Stockpickers: PensionBee's promise lies in it being a scalable business". Financial Times.
- ^ a b "PensionBee eyes US retirement market". Investors' Chronicle.
- ^ "PensionBee Leadership". PensionBee. January 19, 2024.
