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Reply-To: <contact@pensionbee.com>
From: "PensionBee" <marketing@hello.pensionbee.com>
To: <bob@sarahharvey.com>
Subject: Just a few steps to go, Robert!
Date: Thu, 18 Sep 2025 13:02:26 +0100
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Let’s wrap up your sign up. 
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Log in




Hi Robert,




We know you’re busy, so we’re here to help you wrap up your sign up 
process - it’s just a few simple steps away! Once you’re finished, you’ll be 
able to manage all your pension savings in one easy-to-manage online plan.




Here’s what we need from you:

*	Identity verification - Please provide your address, date of birth, and 
National Insurance (NI) number. If you’re unsure of your NI number, don’t 
worry! We’ve got a handy guide to help you track it down.


*	Previous pensions information - We’ll need the name of your old pension 
provider and, if possible, your policy number. Not quite sure where to 
begin? Check out our four-step guide to finding your old pensions.

Completing your sign up with PensionBee is quick and easy. Let’s get this 
done so you can focus on what really matters!




Finish your sign up






"PensionBee makes me feel very confident about my finances, very informed 
about pensions, and makes me feel like I have a plan when it comes to my 
retirement."


Rotimi (Age 34)

PensionBee customer since April 2023




With investments, your capital is at risk. Pensions can go down in value as 
well as up, so you could get back less than you invest.




Have a question?

Get in touch with our friendly UK team.







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class=3D"em_full_wrap" align=3D"center"> <tr> <td align=3D"center" =
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style=3D"width:600px; table-layout:fixed;"> <tr> <td width=3D"25" =
style=3D"width:25px;" class=3D"em_side15"><img src=3D"images/spacer.gif" =
width=3D"1" height=3D"1" alt=3D"" style=3D"display:block;" =
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width=3D"550" border=3D"0" cellspacing=3D"0" cellpadding=3D"0" =
align=3D"center" style=3D"width:550px;" class=3D"em_wrapper"> <tbody> =
<tr> <td height=3D"22" style=3D"height:22px; font-size:1px; =
line-height:1px;" class=3D"em_h20"><img src=3D"images/spacer.gif" =
width=3D"1" height=3D"1" alt=3D"" style=3D"display:block;" =
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valign=3D"top" style=3D"font-family: 'Open Sans', Arial, sans-serif; =
font-size:12px; line-height:15px; color:#909c9e;"><a href=3D"#" =
target=3D"_blank" style=3D"text-decoration:none; color:#909c9e;"><a =
href=3D"https://links.pensionbee.com/s/vb/L9Ue-5K-b5I5Udz7cS2au--5_Jv1gOl=
L25hNbMXIgicNR25rWE5nhehp2GZjky3JKP-qyfBYLcjxRSKnFsJnEScRTEfWviObE5GnPTVD=
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height=3D"22" style=3D"height:22px; font-size:1px; line-height:1px;" =
class=3D"em_h20"><img src=3D"images/spacer.gif" width=3D"1" height=3D"1" =
alt=3D"" style=3D"display:block;" border=3D"0"/></td> </tr> </tbody> =
</table></td> <td width=3D"25" style=3D"width:25px;" =
class=3D"em_side15"><img src=3D"images/spacer.gif" width=3D"1" =
height=3D"1" alt=3D"" style=3D"display:block;" border=3D"0"/></td> </tr> =
</table></td> </tr> </table> <table align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" class=3D"em_wrapper" =
style=3D"width:600px;" width=3D"600"> <tr> <td align=3D"center" =
bgcolor=3D"#f9c000" class=3D"em_p1" style=3D"background-color:#343a40; =
padding:17px 25px;" valign=3D"top"> <table align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" width=3D"100%"> <tr> <td =
align=3D"left" style=3D"width:126px;" valign=3D"top" width=3D"126"> <a =
data-linkto=3D"https://" =
href=3D"https://links.pensionbee.com/s/c/ji8zV8_Ulq0BtPy7fV0nSv6YYtaRejdu=
u7vFUBuuSsvuqTjivrxuKHTfK7MzgC5zm3Et8cJRmOZVb5XtOR4Ckvj-ELnq3B-QEZjjw643k=
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XtU6-fCoIu5qri6rdro26R7JikXZY7jMxPsSv325WNEg8Nu0eHueA/27TZgubUprYMlGRdxmH=
tJ5CiM1AqXaMB/13" style=3D"text-decoration:none;" target=3D"_blank" =
title=3D""><img alt=3D"Pension Bee" =
src=3D"https://res.cloudinary.com/pensionbee/image/upload/v1731506007/ema=
ils/email_templates.png" style=3D"display: block; max-width: 126px; =
font-family: Arial, sans-serif; font-size: 15px; line-height: 18px; =
color: #000000; padding: 0px; text-align: center; height: auto; width: =
100%;" width=3D"126"></a> </td> <td class=3D"em_side15" =
style=3D"width:353px;" width=3D"353"> &nbsp; </td> <td align=3D"center" =
valign=3D"top"> <table align=3D"right" border=3D"0" cellpadding=3D"0" =
cellspacing=3D"0" style=3D"width:95px;" width=3D"95"> <tr> <td =
align=3D"center" bgcolor=3D"#343a40" height=3D"42" style=3D"height:42px; =
background-color:#f9c000; border-radius: 4px; font-family: 'Ryo Gothic =
PlusN', Arial, sans-serif; font-size:16px; color:#FFFFFF; =
font-weight:550;" valign=3D"middle"> <a data-linkto=3D"https://" =
href=3D"https://links.pensionbee.com/s/c/Aeatfop_4ojILnhjJurV-6pB6D2q9-1q=
vT5VEtT8_7Ch0-v2xAJT8sEzx9Nvpo3BSMRJMKQSwNMKLKjnaQWtkOG8-pGP_1OqGSHcGRI5P=
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WBBbmPNF7CXRU/13" style=3D"color:#343a40;text-decoration:none; =
display:block; line-height:42px;" target=3D"_blank" title=3D"">Log =
in</a> </td> </tr> </table> </td> </tr> </table> </td> </tr> =
</table></div></td></tr></table><table class=3D"image_block block-2" =
width=3D"100%" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" =
role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0"><tr><td class=3D"pad" =
style=3D"width:100%"><div class=3D"alignment" align=3D"center"><div =
style=3D"max-width:600px"><a =
href=3D"https://links.pensionbee.com/s/c/QJ1b-1Qj4OQsUhGeyf6hjL1EhIjAnM0n=
_lrAVTgQXxn14c7Wz3WR6avzvjZ3_pxMboEwXiAVLPlShlmMZ50YmVi2CcsuBxCe5ktcmSzRi=
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XaKqLYSv9aQgulF/13" target=3D"_blank" style=3D"outline:none" =
tabindex=3D"-1"><img =
src=3D"https://res.cloudinary.com/pensionbee/image/upload/v1743004565/ema=
ils/2025/You_re_almost_done_2025_v4.png" =
style=3D"display:block;height:auto;border:0;width:100%" width=3D"600" =
alt=3D"Image" title=3D"Image" =
height=3D"auto"></a></div></div></td></tr></table><table =
class=3D"text_block block-3" width=3D"100%" border=3D"0" =
cellpadding=3D"10" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"><tr=
><td class=3D"pad"><div style=3D"font-family:sans-serif"><div class =
style=3D"font-size:12px;font-family:Arial,'Helvetica =
Neue',Helvetica,sans-serif;mso-line-height-alt:18px;color:#3a342c;line-he=
ight:1.5"><p =
style=3D"margin:0;font-size:16px;mso-line-height-alt:24px"><span =
style=3D"word-break: break-word; font-size: 16px;"><span =
style=3D"word-break: break-word;">Hi Robert,<br></span></span></p><p =
style=3D"margin:0;font-size:16px;mso-line-height-alt:18px">&nbsp;</p><p =
style=3D"margin:0;mso-line-height-alt:24px"> <span style=3D"word-break: =
break-word; font-size: 16px;">We know you=E2=80=99re busy, so =
we=E2=80=99re here to help you wrap up your sign up process - =
it=E2=80=99s just a few simple steps away! Once you=E2=80=99re finished, =
you=E2=80=99ll be able to manage all your pension savings in one =
easy-to-manage online plan.</span></p><p =
style=3D"margin:0;mso-line-height-alt:24px"><br></p><p =
style=3D"margin:0;mso-line-height-alt:24px"><span style=3D"word-break: =
break-word; font-size: 16px;"><strong>Here=E2=80=99s what we need from =
you</strong>:</span></p><ul =
style=3D"line-height:1.5;mso-line-height-alt:24px;font-size:12px"><li =
class><span style=3D"word-break: break-word; font-size: =
16px;"><strong>Identity verification</strong> - Please provide your =
address, date of birth, and National Insurance (NI) number. If =
you=E2=80=99re unsure of your NI number, don=E2=80=99t worry! =
We=E2=80=99ve got a <a =
href=3D"https://links.pensionbee.com/s/c/ACEa_Z0S_KK0ElkhmLIRfY9bmJo-RQQK=
M0z3y_p96lEL4ZaosdegP-rKu8Aohxfv83B9o1UiPZrgXGnm4OevbY5Gp84-kmC8jDMhO1rjd=
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AOr50Esb6kuJOGvnSYgHK6awTGxVzmlRUAbNn0qFoBWn2O3L2NdRsKLpGDN0e06LySA9g62Ij=
m_4deYndlPJgpFd2BINOcrpfmiulrdavtIwecO9JxePDrAaLQ0qesLg4aFeVNi4PeRev3RwRO=
jvDNUKFx9sgrNuDGLFpD06xXxylFL-Vf8WGll9inR_s9Y1p4WS6Bgm7hXf9Q3s7fw6ufJ_itP=
-E2o-nsb4-43kMDJ39l09Ifd_Do9tKJUT2X7vt-fSbGk-hLnTfaMrZVfuMesyV61uTYtjrVhQ=
LP1oL4UI1YDWYiVfowNiFruyY9NWqNCUwd9WXAfg-o-AZDfiTmDySeoIFVeNBqDREfS02O4GD=
i8Oc2VzGarTl/Ky2waa3YU4pOznpBYtnt8_uT3wLaG_oT/13" target=3D"_blank" =
style=3D"text-decoration: underline; color: #007db7;" =
rel=3D"noopener">handy guide</a> to help you track it down. =
<br><br></span></li><li class><span style=3D"word-break: break-word; =
background-color: transparent; font-size: 16px;"><strong>Previous =
pensions information</strong> - We=E2=80=99ll need the name of your old =
pension provider and, if possible, your policy number. Not quite sure =
where to begin? Check out our <a =
href=3D"https://links.pensionbee.com/s/c/feYVFwHaNG8fccYcsdmIoKmxt3OMbsn6=
JohppJ_VR3jpFLRyUQ24-oypWFhnSrOXxSAsODmqZNa-jpx-BqMn-Rtk_Z9zHHK9zit-1wJCK=
LPGMxrLHX58sJ42RQL9HurJsRFjVuJEgXjjT0AmirKJLTS0ZDINblqHo6I31kZ7pN2XpbxYhJ=
ahtLFOa7RBQpVhrsMtZ7jIwAs1IDQtODklsVANY5umFjOmucDQU3WfAzORS9cZnWyoCILPgoc=
B0wiTmKC6cY8rRgSoVFSFubkiiUsVhcV4zwex9ANyXbe4LDxq293BE4c9FEcqFYUpVJV3jEqO=
gQPKt0QoqZxGUmZz9v6G77czqJHHlgGHfrhAmoRGwI-ih3N9wCWtATKfKzIEw4Rj4ksOsRh_T=
YjSFtz5i-B-AMZftwQlphp8xTNebLowGzYqV_kl_j8p7i2Q8SmrknzbZkz5io7QxzBRsHJxKh=
s2IV2PGPDJcLHW7690cdG1CXiJtg5XWmLVj_wG2T9DPnpj2Iq-AQtInLDDJvfyYCaIcOqJY8-=
M7yesRIQUZ223YQmpxPYi/Lc_Zs4_VdNisXhXeoebKlydpj0ntcZyq/13" =
target=3D"_blank" style=3D"text-decoration: underline; color: #007db7;" =
rel=3D"noopener">four-step guide to finding your old =
pensions</a>.</span> </li></ul><p =
style=3D"margin:0;font-size:16px;mso-line-height-alt:24px"><span =
style=3D"word-break: break-word; font-size: 16px;">Completing your sign =
up with PensionBee is quick and easy. Let=E2=80=99s get this done so you =
can focus on what really =
matters!</span></p></div></div></td></tr></table></td></tr></tbody></tabl=
e></td></tr></tbody></table><table class=3D"row row-2" align=3D"center" =
width=3D"100%" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" =
role=3D"presentation" style=3D"mso-table-lspace:0;mso-table-rspace:0"> =
<tbody><tr><td><table class=3D"row-content stack" align=3D"center" =
border=3D"0" cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;border-radius:0;color:#000=
;width:600px;margin:0 auto" width=3D"600"><tbody><tr><td class=3D"column =
column-1" width=3D"100%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:5px;padding-top:5px;vertical-align:top"><table =
class=3D"button_block block-1" width=3D"100%" border=3D"0" =
cellpadding=3D"10" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0"><tr><td =
class=3D"pad"><div class=3D"alignment" align=3D"center"><a =
href=3D"https://links.pensionbee.com/s/c/nwEZSD2B1MSYQfpggpHCAtfNyRwtA4Bo=
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style=3D"color:#3a342c;text-decoration:none;"><!--[if mso]><v:roundrect =
xmlns:v=3D"urn:schemas-microsoft-com:vml" =
xmlns:w=3D"urn:schemas-microsoft-com:office:word" =
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inset=3D"0px,0px,0px,0px"> <center dir=3D"false" =
style=3D"color:#3a342c;font-family:sans-serif;font-size:16px"><![endif]--=
> <span class=3D"button" style=3D"background-color: #f9c000; =
border-bottom: 0px solid transparent; border-left: 0px solid =
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padding-right: 20px; text-align: center; width: auto; word-break: =
keep-all; letter-spacing: normal;"><span style=3D"word-break: =
break-word; line-height: 32px;"><strong>Finish your sign =
up</strong></span></span> <!--[if =
mso]></center></v:textbox></v:roundrect><![endif]--></a></div></td></tr><=
/table></td></tr></tbody></table></td></tr></tbody></table><table =
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style=3D"mso-table-lspace:0;mso-table-rspace:0"><tbody><tr><td><table =
class=3D"row-content stack" align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;border-radius:0;color:#000=
;width:600px;margin:0 auto" width=3D"600"><tbody><tr><td class=3D"column =
column-1" width=3D"25%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:5px;padding-top:5px;vertical-align:top"><table =
class=3D"image_block block-1" width=3D"100%" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0"><tr><td class=3D"pad" =
style=3D"width:100%"><div class=3D"alignment" align=3D"center"><div =
style=3D"max-width:150px"><a =
href=3D"https://links.pensionbee.com/s/c/5yvfQE3gEIkhEfyrZM8qpMZO1ZdoMDUf=
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LbhqYeM9uQfbX-Z/13" target=3D"_blank" style=3D"outline:none" =
tabindex=3D"-1"><img =
src=3D"https://d15k2d11r6t6rl.cloudfront.net/public/users/Integrators/669=
d5713-9b6a-46bb-bd7e-c542cff6dd6a/941fc1872f5648a9becb28376f6c197b/editor=
_images/860a3ee0-619c-48a2-b59b-b52ba9529d76.png" =
style=3D"display:block;height:auto;border:0;width:100%" width=3D"150" =
alt title height=3D"auto"></a></div></div></td></tr></table> </td><td =
class=3D"column column-2" width=3D"75%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:5px;padding-top:5px;vertical-align:top"><table =
class=3D"text_block block-1" width=3D"100%" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"><tr=
><td class=3D"pad" =
style=3D"padding-bottom:10px;padding-left:10px;padding-right:10px;padding=
-top:20px"><div style=3D"font-family:sans-serif"><div class =
style=3D"font-size:14px;font-family:Arial,'Helvetica =
Neue',Helvetica,sans-serif;mso-line-height-alt:16.8px;color:#3a342c;line-=
height:1.2"><p =
style=3D"margin:0;font-size:14px;mso-line-height-alt:16.8px">"PensionBee =
makes me feel very confident about my finances, very informed about =
pensions, and makes me feel like I have a plan when it comes to my =
retirement."</p><p =
style=3D"margin:0;font-size:14px;mso-line-height-alt:16.8px"><br><strong>=
Rotimi (Age 34)</strong></p><p =
style=3D"margin:0;font-size:14px;mso-line-height-alt:16.8px">PensionBee =
customer since April =
2023</p></div></div></td></tr></table></td></tr></tbody></table></td></tr=
></tbody></table><table class=3D"row row-4" align=3D"center" =
width=3D"100%" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" =
role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0"><tbody><tr><td><table =
class=3D"row-content stack" align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;border-radius:0;color:#000=
;width:600px;margin:0 auto" width=3D"600"><tbody><tr><td class=3D"column =
column-1" width=3D"100%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:5px;padding-top:5px;vertical-align:top"><table =
class=3D"text_block block-1" width=3D"100%" border=3D"0" =
cellpadding=3D"10" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"><tr=
><td class=3D"pad"><div style=3D"font-family:sans-serif"><div class =
style=3D"font-size:14px;font-family:Arial,'Helvetica =
Neue',Helvetica,sans-serif;mso-line-height-alt:21px;color:#343a40;line-he=
ight:1.5"><p =
style=3D"margin:0;font-size:14px;text-align:center;mso-line-height-alt:21=
px"><em>With investments, your capital is at risk. Pensions can go down =
in value as well as up, so you could get back less than you =
invest.</em></p></div></div></td></tr></table></td></tr></tbody></table><=
/td></tr></tbody></table><table class=3D"row row-5" align=3D"center" =
width=3D"100%" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" =
role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0"><tbody><tr><td><table =
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cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;color:#333;width:600px;mar=
gin:0 auto" width=3D"600"><tbody><tr><td class=3D"column column-1" =
width=3D"100%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:30px;padding-top:15px;vertical-align:top"><table =
class=3D"text_block block-1" width=3D"100%" border=3D"0" =
cellpadding=3D"5" cellspacing=3D"0" role=3D"presentation" =
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style=3D"font-size:14px;font-family:Arial,'Helvetica =
Neue',Helvetica,sans-serif;mso-line-height-alt:21px;color:#343a40;line-he=
ight:1.5"><p =
style=3D"margin:0;font-size:14px;text-align:center;mso-line-height-alt:21=
px"><span style=3D"word-break: break-word; color: #000000;"><strong>Have =
a question?</strong></span></p><p =
style=3D"margin:0;font-size:14px;text-align:center;mso-line-height-alt:21=
px">Get in touch with our friendly UK =
team.</p></div></div></td></tr></table></td></tr></tbody></table></td></t=
r> </tbody></table><table class=3D"row row-6" align=3D"center" =
width=3D"100%" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" =
role=3D"presentation" =
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class=3D"row-content stack" align=3D"center" border=3D"0" =
cellpadding=3D"0" cellspacing=3D"0" role=3D"presentation" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;border-radius:0;color:#000=
;width:600px;margin:0 auto" width=3D"600"><tbody><tr><td class=3D"column =
column-1" width=3D"100%" =
style=3D"mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align=
:left;padding-bottom:5px;padding-top:5px;vertical-align:top"><table =
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src=3D"https://res.cloudinary.com/pensionbee/image/upload/v1731507652/ema=
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Sans', Arial, sans-serif; font-size: 12px; line-height: 22px; color: =
#000000; font-weight: 750;" valign=3D"top">020 3457 8444&nbsp;</td> =
</tr> <tr> <td class=3D"em_defaultlink" style=3D"padding-top: 12px; =
font-family: 'Open Sans', Arial, sans-serif; font-size: 11px; =
line-height: 16px; color: rgb(0, 0, 0); font-weight: 400; =
letter-spacing: 0.3px; text-align: center;" valign=3D"top">Monday - =
Friday: 9:30am-5pm</td> </tr> </tbody> </table> <table align=3D"right" =
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live chat</span></a></td> </tr> <tr> <td class=3D"em_defaultlink" =
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href=3D"https://links.pensionbee.com/s/c/BNj614va_cMtozAu8BfFoXonx3DDfHCG=
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