# PensionBee

PensionBee is an Asset Manager based in London, United Kingdom.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2024
- **Assets under management:** $7B (per firm website, 2026)
- **Website:** www.pensionbee.com
- **LinkedIn:** https://www.linkedin.com/company/9397223

## Regulatory record

- **CRD number:** 331741
- **SEC file number:** 801-130697
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331741

## About

PensionBee is a leading online pension provider with a mission to build pension confidence and create a world where everyone can enjoy a happy retirement. It helps savers combine, contribute and withdraw from their pensions in a few clicks. Its range of plans is tailored to customers' needs and managed by some of the world's largest money managers, including BlackRock, HSBC and State Street Investment Management.

## Sectors

- Pensions and retirement savings

## Questions

### Who makes the investment decisions at PensionBee?

PensionBee itself does not run a proprietary investment desk. Its customer plans are implemented through fund selections managed by third-party asset managers, principally BlackRock. The company's internal team focuses on plan design, customer experience, and regulatory compliance, not on stock-picking or manager selection.

### How does PensionBee actually invest the assets it holds?

Customer contributions are allocated to one of several risk-graded PensionBee plans, each of which tracks a defined asset mix. These plans invest in a set of BlackRock index funds covering global equities, bonds, and other liquid exposures. The approach is passive-to-blended, with no direct private-market or alternative investments.

### Does PensionBee invest in private companies, venture capital, or real estate?

Based on its publicly disclosed plan structures, PensionBee does not allocate to private companies, venture capital, or direct real estate. Its investment menus are composed of publicly traded index funds, keeping the strategy aligned with liquid, cost-efficient retirement accumulation for mass-market customers.

### Where does PensionBee's growth come from?

PensionBee grows by consolidating dormant workplace pensions that UK consumers accumulated across multiple employers. Regulatory portability rules and a digital-first transfer process have driven customer acquisition, growing the book to more than 275,000 customers and $7 billion in assets managed on behalf of those customers (per firm website, 2026).

## Related profiles

- [InCred](https://altss.com/profile/incred)

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Last updated: 2026-08-11T15:07:41.444Z

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