PensionBee Omdömen 13 020

BeeKeeper Kyle was always ready to help whenever I contacted him all the way through a transfer made very difficult by XPS

Very easy to set up an account and very easy to transfer from my old policy to pension bee . It was a seem less transaction the only problem was with my old policy with them slowing down the payment. Everyone at pension bee was very helpful and kept me updated all the time . Highly recommend them . Thank you

I was looking to move all my pensions into one pot had a look around and PensionBee looked the best for me . From setting up to moving all pensions to one place was easy and hassle free

I wanted to put all of my pension pots into one. I chose pensionbee, it is really easy to set up online, add each pension you have. The communication is excellent and they are very helpful and come back to you in good time. You can keep track on the progress of each pension and once transferred you can login to see how it is doing. Great 5* service.

Very helpful

Excellent service from my Beekeeper from start of transfer until it was completed. Updated regularly and answered any questions promptly. Highly recommend this company.

Extremely easy to start up and transfer, considering there are some pension funds out there that make life as difficult as possible, this was very nice to see

Thank you, all good so far.

Extremely helpful staff
Extremely easy to set up and transfer pension.

Excellent helpful service nothing was a bother to any staff member

It was very easy to use.

Easy & fast Would recommend for anyone

Easy to enroll and great way of saving

Helpful staff

An excellent choice of investments and equally good customer service. Could not have been easier to open my new pension.

Very lovely girl that i talked to

They no good I have personal experience

I would strongly caution any vulnerable customer considering PensionBee.

My experience has raised serious concerns about how vulnerable customers are treated in practice, compared to how support is described.

I am recorded by PensionBee as a vulnerable customer due to health issues. Despite this, I found that when making important financial decisions — specifically a pension withdrawal — the information provided to me was not presented in a way that properly reflected the real-world consequences.

While generic warnings were given, the practical impact of the withdrawal (particularly the tax treatment) was not explained clearly enough for me to make a properly informed decision. As a result, I suffered a significant and unexpected financial impact.

What is particularly concerning is what happened next.

When I raised this as a complaint, the response was defensive and repetitive. Rather than addressing the substance of the issue — namely whether the communication was clear, fair, and appropriate given my vulnerability — the focus remained on standard explanations about HMRC rules and generic risk warnings.

At no stage was there any meaningful reflection on:
– whether the information was actually understood
– whether it was presented in a way suitable for a vulnerable customer
– whether additional safeguards or explanations should have been applied

In addition, I experienced a separate issue where I was unable to access my account due to a system bug, which PensionBee later acknowledged. While this was eventually resolved, it added further stress at an already difficult time and raised concerns about reliability and communication during critical periods.

Overall, my experience highlighted a pattern:
– Reliance on generic, template-style communications
– A lack of genuinely tailored support despite known vulnerability
– A defensive approach to complaints rather than a problem-solving one

I fully appreciate that PensionBee operates as an execution-only provider. However, that does not remove the obligation to ensure that communications are clear, fair, and not misleading — particularly where the consequences are foreseeable and significant.

Based on my experience, there appears to be a gap between stated standards (including Consumer Duty expectations) and how cases are handled in reality.

I am currently pursuing the matter through formal channels.

If you are a vulnerable customer, I would strongly recommend seeking independent financial advice before making any decisions and not relying solely on platform guidance.

It was so easy. One lost pension located and transferred within a couple of weeks with one more still being looked into. I had to do very little to get here. Very impressed so far!