About PensionBee
PensionBee is a listed fintech company, which enables customers to consolidate and manage pensions through an online portal. Its aim is to simplify the fund transfer and management process, allowing customers to manage their fund via an app.
As a fintech company, PensionBee is continually looking for ways to improve its technology and customer experience. It invests heavily in technological advancement, with software R&D playing a crucial role.
Lacking the in-house resource to support R&D claims, it sought the expertise of an external adviser. Having initially partnered with a Big 4 firm, PensionBee engaged ForrestBrown, drawn by the strength and expertise of its technical team.
PensionBee’s experience of working with ForrestBrown
Partnering with an R&D provider with strong software expertise has been invaluable. For our software engineer to speak to your software engineer rather than an accountant has made the process easier. Communication is more efficient, bringing greater clarity.
The team are very good at building and maintaining relationships and we find ForrestBrown’s level of engagement to be fantastic. Calls and emails will always be responded to quickly and we feel we get value for money.
Overall, the team has been amazing; consistent, easy to deal with, helpful and supportive. They don’t stop at the R&D claim either. ForrestBrown provide continual support and, at the beginning of each claim year, update us on any R&D changes using language that we understand.
I would highly recommend ForrestBrown.
Timothy Kamombo | Finance Director | PensionBee