Training Example: PensionBee – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1] Be Retirement Confident.
With PensionBee, you can combine old retirement accounts, transfer them into a brand new plan and manage your retirement with ease.
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United KingdomVisit site
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United StatesVisit siteAlready have an account? Log in UK or Log in US
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[email protected](718) 502-9433PensionBee, 85 Broad Street,
New York, NY 10004PensionBee GroupOur CompanyInvestor RelationsESGContact UsCareersLegal and RegulatoryPensionBee BrochureCustomer Relationship SummaryInvestment Advisory ContractWebsite Use Terms and ConditionsPrivacy PolicySocial Media Guidelines and DisclosuresPensionBee Find & Transfer ServiceAwards and Reviews Disclosures PromotionsPensionBee Match Terms & ConditionsYour investment is at risk. Past performance is no guarantee of future results.Not bank guaranteed. Not FDIC insured. No Solicitation, Recommendation or WarrantiesInformation provided directly by PensionBee or on PensionBee’s behalf, whether via direct communications from PensionBee, publicly accessible pages of PensionBee.com/us (including when accessed via the PensionBee app), PensionBee advertising and sponsorships, PensionBee’s direct and sponsored social media, or otherwise, in each case including any associated customer testimonial or third party endorsement and any information prepared by any unaffiliated third party or link to any third party source (collectively, “PensionBee Materials”) is provided solely for informational and educational purposes. PensionBee Materials do not constitute tax, legal, financial or investment advice or an offer, solicitation or recommendation to buy or sell any securities or investments. PensionBee Materials do not consider any individual investors’ specific financial, legal or tax situation, objectives, risk tolerance, or investment needs. PensionBee Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of, and takes no responsibility for, any PensionBee Materials.  *Product images, figures, and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns.1 - This PensionBee customer received a one time cash payment for their testimonial.Options on RolloversA rollover is not your only option for an old 401(k) or IRA, you may alternatively decide to leave your assets with your former employer, rollover your plan to a new employer or to cash in your old plan with the resulting tax penalties applied.  PensionBee Inc. does not provide tax advice or individual recommendations as to which of these options is most appropriate for your individual circumstances.  To understand the implications of each of the options available to you and help you decide between them you may wish to consult a tax professional who has knowledge of your individual circumstances. For more information see FINRA - Retirement Accounts. ‍Our collaboration with State Street Investment ManagementState Street is not involved in the management of the strategies and accounts offered to you by PensionBee. State Street 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. State Street 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.Website CookiesOur website stores data such as cookies to enable our website to function and for the purposes of analytics and marketing. You can disable cookies in your browser by following these instructions. To opt-out of how we use your data see our Privacy Policy. Otherwise, by continuing to use this website you are agreeing to this. Trustpilot ScoresTrustpilot is a consumer review platform. Trustpilot scores shown in PensionBee Materials are a result of reviews collected from PensionBee customers in the UK between 2016 and 2025 scoring PensionBee’s UK pension products. Customers were not compensated to give a review. The score has always been 4.5 or higher.SEC Registration 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. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004. © Copyright 2026 PensionBee Inc. All rights reserved.

[H1] Be pension confident.
Take control of your retirement. Combine, contribute and withdraw from your pension with ease.Get started
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Excellent 4.6
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With investments, your capital is at risk
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[H3] Combine pensions online in minutes
Simply tell us the names of your old pension providers and some basic information to start switching to PensionBee.More about pension consolidation
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[H3] Contribute in a few simple steps
Add money to your pension in a few clicks (or taps if you’re in the app!). You can contribute once or on a regular basis.Contributing to your pension
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[H3] Flexible withdrawal options
Access your money with ease whether you choose to set up Regular withdrawals, opt for one-off withdrawals or purchase an annuity.Withdrawing from your pension
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[H2] Combine pensions online in minutes
Simply tell us the names of your old pension providers and some basic information to start switching to PensionBee.More about pension consolidation
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[H2] Contribute in a few simple steps
Add money to your pension in a few clicks (or taps if you’re in the app!). You can contribute once or on a regular basis.Contributing to your pension
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[H2] Flexible withdrawal options
Access your money with ease whether you choose to set up Regular withdrawals, opt for one-off withdrawals or purchase an annuity.Withdrawing from your pension
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[H2] A solution for every saver
We're on a mission to build pension confidence so that everyone can enjoy a happy retirement.Our website and award-winning mobile app make managing pensions easy, whether you're consolidating pensions for the first time or using our handy tools - like our Pension Calculator - to help visualise your retirement. If you work for yourself, you can open a self-employed pension from scratch by making a pension contribution. If you're over the age of 55 (rising to 57 from 2028) you can start making pension withdrawals with ease and in a way that suits you.
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[H2] Hear from our customers
My favourite thing about PensionBee is just how easy it was as a self-employed, busy mum to set it up and get going. It’s given me a huge amount of confidence as I'm finally starting to save for my future.Global Leaders PlanBecca (39)PensionBee customer since 2023I've found working with the PensionBee app quite comforting and it’s very easy-to-understand. I choose to draw down from my pension every month and I can be flexible in how much I take out. It's a very simple process.Tracker PlanNigel (76)PensionBee customer since 2021When I was thinking about which provider to go with, I was impressed that PensionBee had a Shariah Plan. I wasn't aware that there was a plan like this that aligned with my social, religious and ethical beliefs.Shariah PlanSarah (50)PensionBee customer since 2021I had five or six old pensions and every company had a different provider. Now my pensions are together it makes life nice and easy. I can look forward to enjoying my retirement rather than worrying about it.Climate PlanJames (50)PensionBee customer since 2017My favourite thing about PensionBee is just how easy it was as a self-employed, busy mum to set it up and get going. It’s given me a huge amount of confidence as I'm finally starting to save for my future.Global Leaders PlanBecca (39)PensionBee customer since 2023I had about five or six old pensions and every company had a different provider. Now my pensions are together it makes life nice and easy. I can look forward to enjoying my retirement rather than worrying about it.Climate PlanJames (50)PensionBee customer since 2017When I was thinking about which provider to go with, I was impressed that PensionBee had a Shariah Plan. I wasn't aware that there was a plan like this that aligned with my social, religious and ethical beliefs.Shariah PlanSarah (50)PensionBee customer since 2021I've found working with the PensionBee app quite comforting and it’s very easy-to-understand. I choose to draw down from my pension every month and I can be flexible in how much I take out. It's a very simple process.Tracker PlanNigel (76)PensionBee customer since 2021
[H2] Industry-leading customer service
Your very own UK-based account manager will support you every step of the way.Sometimes, only human support will do. Once you sign up to PensionBee you'll be given your very own UK-based account manager - a 'BeeKeeper' - who'll guide you through the process of combining your pensions and beyond.
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[H2] Awards and achievements
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Our pension plans are managed by BlackRock, State Street and HSBC - some of the biggest money managers in the world.
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We offer a curated range of pension plans to suit various savings needs.
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For those approaching retirement and looking to reduce risk, we have a Preserve Plan and for those who want to help build a better world, we have a Climate Plan. Or if you're looking to invest in line with your values, we have a specialist Shariah Plan.
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If you’re not sure which to choose, we'll automatically invest you in one of our two default options; our Global Leaders Plan if you’re under 50 or our 4Plus Plan if you’re 50 or over.About our plans
[H2] Purpose-built pension plans
[H2] Value for money
We take care of your pension for one simple annual fee.At PensionBee, there’s no hidden fees. We charge one simple annual fee and we won’t charge you for transferring your pension or switching plans. Our pension fees are transparent and the more you save, the less you pay as we’ll halve the fee on the portion of your savings over £100,000.
[H2] Have a question about PensionBee?
Get in touch with our friendly UK team
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020 3457 8444Monday - Friday: 9:30am-5pm
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[H5] [email protected]
Send us an email and we'll get back to you as soon as possible.
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Launch live chatSpeak to a member of our friendly team now.
[H2] Insights from the experts
Read the latest pension news and retirement planning tips, from our collection of personal finance journalists, investment professionals and money bloggers.What’s a sinking fund and how can it help you save?Unexpected bills don’t have to derail your budget. Find out how a sinking fund works and how it can help you save for planned expenses.ByVeronica Morozova23 Feb 2026AllMoney MattersCan I use my business as a pension?Thinking of using your business as your pension? Here’s what it could offer you - and what it might not.ByRebecca Goodman20 Nov 2025Self-employedRetirement PlanningHow to understand your pension balanceLife is busy, so it’s easy to overlook those annual statements from your pension provider. But knowing how much you have saved is essential for planning a comfortable retirement.ByMathilda Volant26 Nov 2024Pension Basics
[H2] Be pension confident.
Combine your old pension pots into one new easy-to-manage online plan. It takes just a few minutes to sign up.Get started
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