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PensionBee Refer a Friend Details
PensionBee combines all your old pensions into one new online plan. It takes 5 minutes to start. The company start by transferring your old pensions and investing them into a brand new online plan. As soon as your pensions are transferred and invested into your new plan you’ll be able to view your live balance, as well as check the performance of your pension under the ‘Analytics’ tab. You’ll also have access to your retirement planner, which forecasts how much you’re on track to have saved by the time you retire.
If you sign up as a customer using one of our member's PensionBee refer a friend links, you will get a £50 pension contribution. Full terms and conditions can be found below.
Terms and conditions
Referrer instructions
Log in to your PensionBee account and get your referral link. Post the link on ReferMeHappy.
Friend instructions
Click on one of the referrer's links above to sign up as a customer to PensionBee.
Payment details
PensionBee shall make a pension contribution to your PensionBee pension if you meet the referral program requirements (as in force at that time).
Any other conditions?
Provided you meet the requirements (as in force at that time), you are entitled to a Pension Contribution Reward each time you meet such requirements. It can also take 6 months or more for a Pension Contribution Reward to be credited following the successful completion of a transfer.
Is there a limit on referrals?
No limits!
Do I have to be a customer to make referrals?
You must have a PensionBee pension to use the Referral Program. You must be eligible for tax relief and in compliance with all applicable tax limits to use the Referral Program. Each friend that you refer to PensionBee through the Referral Program will also be entitled to one Pension Contribution Reward. Your friend must be eligible for tax relief to receive a Pension Contribution Reward.
How do I find out more?
For full terms and conditions at the PensionBee site go to https://www.pensionbee.com/referral-terms
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