Liberum appointed as Joint Corporate Broker to PensionBee Group PLC

We’re pleased to announce that Liberum has been appointed Joint Corporate Broker to PensionBee Group plc (the “Group”) with immediate effect.

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PensionBee is a leading online pension provider, making pension management easy for its customers while they save for a happy retirement.

PensionBee helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values and make withdrawals from the age of 55 (increasing to 57 in 2028). The Group offers a range of investment plans, including fossil fuel free options, from some of the world's largest asset managers.

Operating in the £1 trillion market of Defined Contribution pension assets, PensionBee has grown rapidly through its direct-to-consumer marketing activities, creating a household brand name for the mass market.

The Group has over £3.0bn in Assets Under Administration and 183,000 Invested Customers as at 31 December 2022. The Group has also consistently maintained a Customer Retention Rate in excess of 95% and an Excellent Trustpilot rating, reflecting its commitment to outstanding customer service.

Liberum Team

Board – Bidhi Bhoma

Investment Banking
– Chris Clarke, Lauren Kettle, Nikhil Varghese

Research – James Allen, Nick Anderson

Sales – Oliver Baxendale

Corporate and Investor Relations – Martin Parker

London
New York

London

Ropemaker Place, Level 12 25 Ropemaker Street London EC2Y 9LY

New York

20th Floor 575 Fifth Avenue New York NY 10017