Case Study: PensionBee achieves a digital-first pension service and faster transfers with Heroku

PensionBee Modernizes the Pension Industry with a Digital-First Business on Heroku

PensionBee is a U.K. fintech that modernizes retirement savings by consolidating multiple, disconnected pensions into a single digital plan. It faced a legacy industry full of paper-based, manual processes and needed a flexible ERP-style backend to handle complex, multi-party transfers plus a modern, mobile-friendly frontend that could be deployed quickly.

PensionBee built its service on Heroku with Salesforce as the backend and Heroku Connect for bi-directional data sync, plus automation apps (signature bot, API proxy and data-entry bots) to streamline transfers. The result: faster onboarding (often up to two weeks quicker), real-time customer data, reduced DevOps overhead, more efficient staff workflows, and a faster pace of product innovation.

PensionBee

Jonathan Lister Parsons

Chief Technology Officer