EPISODE · Jul 22, 2026
PENSIONBEE GROUP PLC - Q2 2026 Results for the quarter ending 30 June 2026
from Investor Meet Company - Audio Archive · host Investor Meet Company
PensionBee Group PLC delivered a strong Q2 2026 investor update, highlighting continued momentum across customer growth, assets under administration (AUA), revenue and profitability. AUA increased 37% year-on-year to £8.6bn, while annual run-rate revenue rose 40% to £56m, supported by robust net inflows, a resilient revenue margin and sustained marketing investment. The company reported UK revenue growth of 42% to £14.3m, with the UK business achieving a 15% adjusted EBITDA margin on a last twelve-month basis and the Group reaching overall profitability. PensionBee continued to invest heavily in brand awareness, technology and AI-driven automation, improving productivity while maintaining industry-leading customer service and retention. In the US, the company advanced its dual-channel growth strategy through direct-to-consumer marketing and expansion of its automatic rollover IRA distribution network, targeting a medium-term goal of US$1bn in assets under administration. Management reiterated confidence in its scalable business model, highlighting predictable recurring revenue, disciplined customer acquisition, strong operating leverage and long-term growth opportunities across the global defined contribution pension market. PensionBee reaffirmed its medium-term guidance of more than £100m in annual revenue and a 20% adjusted EBITDA margin by 2029, supported by a strong cash position, expanding brand recognition and continued investment in customer acquisition, product innovation and operational efficiency.
Embed this episode
Ready to play
PENSIONBEE GROUP PLC - Q2 2026 Results for the quarter ending 30 June 2026
No transcript for this episode yet
Similar Episodes
No similar episodes found.