**Summary of PensionBee Group plc Interim Results 2025**
PensionBee Group plc, a leader in the online consumer retirement market, announced its interim results for the six months ended 30 June 2025, highlighting strong financial and operational performance. Key achievements include
1. **Customer and Asset Growth**
Invested Customers increased by 14% year-on-year to 286,000.
Assets Under Administration (AUA) rose by 21% to £6.3 billion, driven by strong net flows from new and existing customers.
2. **Revenue and Financial Performance**
Revenue grew by 23% to £18.9 million.
Annual Run Rate (ARR) Revenue increased by 23% to £39.8 million.
Group LTM Adjusted EBITDA improved to £(0.5) million, reflecting investment in growth and operational efficiency.
3. **Brand Awareness and Customer Satisfaction**
Prompted brand awareness reached a record-high of 59% in the UK and 5% in the US.
Customer and AUA Retention Rates remained strong at >95%, supported by industry-leading customer service and a 4.6★ Trustpilot rating.
4. **Operational Efficiency**
UK productivity improved by 18%, with 1,489 Invested Customers per staff member.
US transfer automations were rolled out in a live testing environment.
5. **US Market Expansion**
PensionBee US laid the foundation for growth with strategic brand and tech investments, including transfer automations and a new self-employed offering.
Established a strong pipeline of new customer accounts through the Safe Harbor IRA business line.
6. **Cash Position and Investment**
Cash position increased to £34 million following a £20 million capital raise in October 2024.
7. **Strategic Goals**
Aiming to serve 1 million Invested Customers in the UK and grow the US customer base over the next decade.
Focused on building lasting customer relationships and creating long-term value.
Overall, PensionBee demonstrated sustained growth momentum, strengthened its market position in the UK, and made significant strides in establishing its presence in the US retirement market. The company remains committed to its mission of making retirement savings simple and accessible.