Our Head of FinTech Research, Gautam Pillai, sat down with Romi Savova, founder and CEO of PensionBee, to discuss how the business is reshaping the pensions market with a mobile-first platform designed for the mass market.
In this conversation, Romi shares insights on:
📱 Building a customer-first product that prioritises simplicity and clarity
🎯 Why marketing is PensionBee’s strategic moat – driving both brand and growth
🌍 Scaling into the US with a proven UK playbook
📈 The path to 1m+ customers and long-term profitability
We’ve also just published our initiation of coverage on PensionBee.
📩 Get in touch with us if you’d like access to the full note.
