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PensionBee Nears Profitability, Analysts Project Sustainable Growth from 2027

UK fintech PensionBee reported adjusted Ebitda of -£1.1 million for the first half of its 2026 financial year, with analysts forecasting group adjusted Ebitda of £0.5 million for the full year.

  • PensionBee's UK market alone generated adjusted Ebitda of £1.5 million in the first half of 2026.
  • Analysts at Peel Hunt anticipate PensionBee will achieve sustainable profitability from 2027 onwards.
  • The company's assets under administration have grown to £8.6 billion across 327,000 invested customers.

UK fintech PensionBee, a pension consolidator, has reported group adjusted Ebitda of -£1.1 million for the first half of its 2026 financial year. However, its UK market operations alone generated a positive adjusted Ebitda of £1.5 million during the same period, or £7.5 million over the last 12 months.

Analysts at Peel Hunt estimate the company will report adjusted Ebitda of £0.5 million for the full year across all markets. They project PensionBee will achieve sustainable profitability from 2027 and reach a 20% adjusted Ebitda margin by 2029.

PensionBee's assets under administration have increased to £8.6 billion, serving 327,000 invested customers. The company also has a small but growing presence in the US market, with less than $5 million in assets under management, but is in discussions with over 100 intermediaries for potential future inflows.

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