PensionBee is a company that combines all your old pensions into one new online plan. They are a digital first pension provider. This article will show you:
- How to add your pension balance from PensionBee into your Money Dashboard account.
- Manage your account settings to hide your pension balance from your account balance (if you want to see a more realistic net view of what money you may have available)
Let's get started...
Open your accounts screen & select "add account"
Search for PensionBee in the provider list
Click connect to PensionBee
You will be taken directly to their website (even on a mobile). Log in to PensionBee
Click on the "Allow". You will be redirected back to our website OR mobile app.
Your account will now be connected!
Note that by default your pension balance is added to the net balance.
You can update this by editing the account (click the three dots on the account) and deselect the “include in total balances” option
Then you will have a more "realistic" net balance of your available money & still have visibility of your pension account.
One thing to note is that the API currently only supports your total pension balance and doesn't include transactions information e.g. details of your contributions. As further information becomes available, we'll update it in your Money Dashboard