• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
      event logo
      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th
  • Technology

PensionBee teams up with money app to create personal finance dashboard

'Pension savers left behind in 20th century'

Customers will be able to access their live pension balance along with other personal finances for the first time
Customers will be able to access their live pension balance along with other personal finances for the first time
  • Victoria Ticha
  • 04 September 2018
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
0 Comments

PensionBee has joined forces with money app Yolt to enable its customers to access their live pension balance along with other personal finances for the first time.

The joint in-app integration will see PensionBee customers access their live pension balance alongside other financial accounts, such as bank account, credit card and ISA accounts, through the money app...

Sign In

Export Load
Forgot your password?

For assistance please contact our customer service team.

 

Tel: +44 (0)1858 438 427

Email: [email protected]

 

To read this story please register

PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.

PA offers:

  • REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
  • MULTI-ASSET: discover the latest trends in multi-asset
  • FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
  • TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs

Register now

More on Technology

Luke Beatty: "Working with a team of creative, excited and motivated people makes the work not feel like work."
Luke Beatty: Delivering much-needed tech solutions to advisers

Sprinting to the finish line

  • Technology
  • 08 January 2021
Nick Eatock: "Our latest adviser research conducted last month also tells us that advisers are now interacting differently with their clients."
Nick Eatock: How Covid-19 changed advisers' use of technology

Usage on the up

  • Technology
  • 17 December 2020
"‘Robo Advice Mark II', now freshly termed ‘automated advice', is finally being put to work by IFAs and employers alike." - Andrew Martin
Andrew Martin: Growing your business with 'chatbot wizardry'

Can help close advice gap

  • Technology
  • 15 December 2020
Nick Eatock: "Many of us are starting to suffer from ‘digital fatigue'."
Nick Eatock: Managing client 'digital fatigue' during lockdown

'Omnichannel' engagement

  • Technology
  • 25 November 2020
Benedict Kingsmill: "Advisers targeting growth are increasingly using social media and online advertising to build their book."
Benedict Kingsmill: The year that triggered true digital financial advice

Covid-19 has proven a catalyst for digitisation among financial advisers

  • Your profession
  • 04 November 2020
Back to Top

More news

UK borrows £34bn in December as public sector debt set to increase through 2021
  • Investment
UK borrows £34bn in December as public sector debt set to increase through 2021

Third highest monthly figure since 1993

  • 22 January 2021
Advisers to be levied £240m again as FSCS announces £1bn overall levy
  • Regulation
Advisers to be levied £240m again as FSCS announces £1bn overall levy

'Cannot normalise this level of loss'

  • 22 January 2021
Daniel Baade: The rise of debt financing in IFA M&A
  • Your profession
Daniel Baade: The rise of debt financing in IFA M&A

There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...

  • 22 January 2021
Quilter supports 285 young carers in the UK by raising £10,600
  • Your profession
Quilter supports 285 young carers in the UK by raising £10,600

Supported over Christmas

  • 22 January 2021
Treasury Taskforce to address FSCS levy concerns and work with FCA
  • Regulation
Treasury Taskforce to address FSCS levy concerns and work with FCA

Plus online scams

  • 22 January 2021
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading