How to buy and short PensionBee shares

How to trade PensionBee shares

Trading PensionBee stock means that you’re speculating on the price movements of the company’s share price without owning the underlying assets. If you think that the share price will rise, you’ll ‘buy’ (go long) and if you think it will fall, you’ll ‘sell’ (go short).

With us, you can trade PensionBee shares in these steps:

1. Create an account or log in
2. Search for ‘PensionBee’ on our trading platform
3. Select ‘buy’ to go long or ‘sell’ to go short in the deal ticket
4. Set your position size and take steps to manage your risk
5. Open and monitor your position

When trading with us, you’ll use leveraged derivatives such as CFDs.

Trading with leverage means that you can get full exposure while only committing a deposit called margin. It’s vital that you manage your risk as leverage can magnify both your possible profits and losses to the full value of your position.

Discover more about the impact of leverage on trading

See our full trading costs and charges

How to short PensionBee shares

You can short PensionBee shares using CFDs with us. Short-selling is a way for you to potentially profit (or make a loss) from a drop in share price by selling (going short on) the underlying shares rather than buying (going long).

With us, you can short-sell in these steps:

1. Create an account or log in
2. Search for ‘PensionBee’ on our platform
3. Select ‘sell’ in the deal ticket
4. Choose your position size
5. Open and monitor your position

If you think that the PensionBee share price will drop, you’d take a short position. If your prediction is correct, you’d make a profit. If incorrect, you’d make a loss.

Remember, CFDs are leveraged, meaning you’d pay an initial deposit that’s a percentage of the full value of your position, but both possible profits and losses are magnified to the full value of your trade.

Learn more about short-selling

How to close your PensionBee position

You can close your PensionBee trade in these steps:

1. Log in and go to your share trading account
2. Go to the positions tab and select ‘PensionBee’
3. Select ‘sell’ in the deal ticket
4. Choose your position size
5. Close your position

A brief history of PensionBee

PensionBee’s journey started in 2014, when Romina Savova experienced difficulties trying to move her pension. Together with co-founder Jonathan Lister Parsons, they started work for the company in 2015, launching their offering in 2016.

In November 2020, PensionBee announced its plans to list on the London Stock Exchange's (LSE’s) High Growth Segment by 2022. As a result of the spike in business amid the Covid-19 pandemic, the company accelerated its initial public offerings (IPO) plans. It reported a 37% growth in new active clients between March and July 2020. The company went public on 21 April 2021 with almost 500,000 registered customers.

What’s the PensionBee business model?

PensionBee combines pensions into an online plan, which allows customers to view their balances with features to analyse its performance and plan for retirement. The company makes its money from annual management fees, which vary depending of the type of plan – management fees start at 0.5% and are capped at 0.95%.

PensionBee share price: how to analyse the PensionBee share price

You can analyse PensionBee shares using two methods – technical and fundamental analysis – however a combination of the two is usually more useful.

• Technical analysis comprises of chart patterns, technical indicators and historical price action that can help you predict future price movements
• Fundamental analysis entails elements such as a company’s net revenue, profit and loss statements, as well as wider macroeconomic factors, that can help you in determining likely share price movements