PensionBee Group plc

Capital Markets Day 2024

Creating a Global Leader in the Consumer Retirement Market

PensionBee Group plc ('PensionBee', together with its subsidiaries the 'Group'), a leading online pension provider, will hold a Capital Markets Day today, Tuesday 1 October 2024.

Management will host a presentation for existing and potential investors, analysts and press in London (commencing at 2pm UK (BST)), New York (9am US (EDT)) and online.

Presentation Highlights

Highlights of the presentation include:

●   Showcasing the capabilities and advantages PensionBee has built over the last 10 years to succeed in the global mass market of consumers, through a deep dive on the marketing strategy, product offering and technology platform.

●    Consideration of the period post Initial Public Offering and the Company's transformation from a scale and profitability perspective.

●    Discussion of the next steps to grow market share in the home market of the United Kingdom.

●    Focus on the Group's recent US launch.

●    Financial considerations and the Guidance Framework.

Guidance Framework

As part of the Capital Markets Day presentation, the Company will present its guidance framework, providing further detail on its long term trajectory on a group basis, including:

Revenue Objectives:

●    PensionBee expects Group Revenue to exceed £30m for the full year 2024.

●    It has an ambition to reach approximately £100m of Group Revenue in the short to medium term (by year 5), with a longer term (5 to 10 years) ambition to exceed £250m.

Profitability Objectives:

●    PensionBee expects to reach Adjusted Group EBITDA breakeven for the full year 2024.

●    It has an ambition to reach an Adjusted Group EBITDA Margin of  approximately 20% in the short to medium term (by year 5), with a longer term (5 to 10 years) ambition to reach c.50%.

Presentation Access

The live webcast presentation will be hosted via Investor Meet Company ('IMC'). Investors who already follow the Company on the IMC platform will automatically be invited. Investors can sign up for free and add to meet PensionBee via: investormeetcompany.com/pensionbee-group-plc/register-investor.

A copy of the presentation will be made available on the Company's website as soon as practicable following the meeting at: pensionbee.com/investor-relations/results-and-reports.

All interested parties wishing to attend in person need to register in advance. Please contact Gemma Filippone (gemma.filippone@stifel.com) to register in London, or Jean Jorge (jjorge@kbw.com) to register in New York.