PensionBee Group Q1 Earnings Call Highlights

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Thu, April 23, 2026 astatine 9:32 AM CDT 8 min read

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UK maturation and profitability: Q1 AUA reached £7.5bn (up 29% y/y) with yearly run-rate gross of £52m (up 43%) and 315,000 Invested Customers, portion UK adjusted EBITDA was adjacent to £1m (a 5% margin) and the radical deed EBITDA break-even.
Marketing and U.S. enlargement funded: PensionBee plans mid‑teens cardinal GBP selling walk for 2026 (Q1 UK selling was £4.7m), is financing U.S. maturation from a anterior £20m raise, recorded ~£1.2m of U.S. concern successful Q1, and cites a B2B U.S. addressable marketplace of astir $60bn crossed 3.9 cardinal participants.
Customer engagement and AI: Contributions roseate astir 25% astir the tax-year-end, and AI chatbot BeeBot resolves 30–50% of unrecorded chat (target 65%), helping assistance productivity ~23% y/y with each unit subordinate supporting astir 1,700 customers.
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PensionBee Group (LON:PBEE) reported continued year-on-year maturation successful cardinal operating metrics during the archetypal 4th of 2026, portion absorption highlighted ongoing concern successful selling and merchandise improvement arsenic the institution pursues semipermanent lawsuit and gross targets crossed the U.K. and U.S. markets.

CEO Romi Savova said the institution “continued to grounds beardown year-on-year maturation successful assets nether administration, revenue, and Invested Customers” successful the 4th ended March 31, 2026, contempt “well-publicized planetary economical turbulence.” In the United Kingdom, PensionBee ended Q1 with:

Assets nether medication (AUA) of GBP 7.5 billion, up 29% year-over-year
Annual run-rate gross of GBP 52 million, up 43% year-over-year
315,000 Invested Customers

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Savova said the institution added “approximately 10,000 nett caller Invested Customers” successful the quarter, with acquisition supported by “a steadfast equilibrium of marque and integrated activity, paid channels, and partnerships.” She added that the institution continues to enactment toward a longer-term extremity of reaching 1 cardinal Invested Customers.

On the call, absorption discussed accrued selling concern and the expected cadence of spend. CFO Christoph Martin said PensionBee has been indicating since past twelvemonth that it would purpose to summation selling budgets implicit the adjacent fewer years, and that for 2026 the institution is targeting “a fig that is astir the mid-teens cardinal GBP for the afloat year.” He added that the “phasing” of selling walk is typically akin crossed years and should stay truthful successful 2026.

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