Best Pensionbee Apps

221+ iOS apps curated and reviewed

4.7 avg rating
19 free apps
Updated May 2026

The best pensionbee apps on iPhone average 4.7★ across 221+ titles — we've ranked them by what real users actually keep on their phones. Updated May 2026.

Compare top Pensionbee Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1PensionBee: Roll over 401(k)sPensionBee: Roll over 401(k)sFree4.7★ (11)YesNoJul 2026
2J.P. Morgan Retirement LinkJ.P. Morgan Retirement LinkFree4.8★ (4.3K)NoNoJul 2026
3Schwab Workplace RetirementSchwab Workplace RetirementFree4.8★ (63K)YesNoMay 2026
4HMRCHMRCFree4.8★ (238K)NoNoJul 2026
5John Hancock RetirementJohn Hancock RetirementFree4.7★ (35K)NoNoJul 2026
6Nest PensionsNest PensionsFreeNoNoJul 2026
7Everdays: Retirement PlanningEverdays: Retirement PlanningFree4.6★ (994)NoNoMay 2026
8VoyaVoyaFree4.7★ (188K)NoNoJul 2026

Top Picks for Pensionbee

PensionBee: Roll over 401(k)s#1

PensionBee: Roll over 401(k)s by PensionBee Ltd

Roll over your old 401(k)s
Editor's Choice
💰 Finance
4.7(11 ratings)
FreeAds
PensionBee: Roll over 401(k)s screenshot 1
PensionBee: Roll over 401(k)s screenshot 2
PensionBee: Roll over 401(k)s screenshot 3
PensionBee: Roll over 401(k)s screenshot 4
PensionBee: Roll over 401(k)s screenshot 5
PensionBee: Roll over 401(k)s screenshot 6

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

J.P. Morgan Retirement Link#2

J.P. Morgan Retirement Link by Empower Retirement, LLC

J.P. Morgan Retirement Link
Strong Contender
💰 Finance
4.8😞(4.3K ratings)
Free
J.P. Morgan Retirement Link screenshot 1
J.P. Morgan Retirement Link screenshot 2
J.P. Morgan Retirement Link screenshot 3
J.P. Morgan Retirement Link screenshot 4
J.P. Morgan Retirement Link screenshot 5

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

What We Love

  • 👍 User-friendly
  • 🚀 Easily manage finances
  • ⚙️ Convenient auto-feature

Room to Improve

  • 🐛 Frequent app crashes
  • 🔒 Inability to access account
  • 🤯 Poor customer support
4.8😐(63K ratings)
FreeAds
Schwab Workplace Retirement screenshot 1
Schwab Workplace Retirement screenshot 2
Schwab Workplace Retirement screenshot 3
Schwab Workplace Retirement screenshot 4
Schwab Workplace Retirement screenshot 5
Schwab Workplace Retirement screenshot 6

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

What We Love

  • 🤩 Exceptional service
  • 👍 Customizable dashboard
  • 🤖 Helpful virtual coaching
  • 📊 Transparent performance data

Room to Improve

  • 🤯 Clunky and unintuitive UI
  • 🤔 Difficult to find information
  • 🕰️ Outdated and dated appearance

More Pensionbee apps to explore

4
HMRC
HMRC
HMRC
Your tax, benefits & savings
Free

Manage your taxes, benefits, and savings securely and easily. Check your tax code, claim refunds, and track your State Pension. Access Self Assessment and Child Benefit information, and find your National Insurance number.

Quick secure sign-inCheck tax code and payClaim tax refunds
💰 Finance
(238K)
free
5
John Hancock Retirement
John Hancock Retirement
John Hancock Retirement
by John Hancock Life Insurance Company (U.S.A)
Free

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

Manage retirement plan accountView account balance and historyUpdate contribution rates
💰 Finance
(35K)
free
6
Nest Pensions
Nest Pensions
Nest Pensions
by NEST Corporation
Free

Easily manage your pension savings on the go. Securely log in, view your contributions, investments, and personal details. Keep your account updated and communicate with support.

Secure biometric or PIN loginView pension pot dashboardTrack contributions (personal, employer, tax relief)
💰 Finance
(0)
free
7
Everdays: Retirement Planning
Everdays: Retirement Planning
Everdays: Retirement Planning
Senior planning & insurance
Free

This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.

Retirement saving guidanceFuture healthcare planningLegacy and final wishes planning
💰 Finance
(994)
free
8
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
9
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
💰 Finance
(11K)
free
10
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement
OneAmerica Retirement Services
Free

Manage your retirement accounts on the go with this intuitive app. Access financial wellness resources, view your balance, and make changes to contributions and investments. Supports English and Spanish, with robust security measures.

Retirement account managementFinancial wellness resourcesBiometric login
💰 Finance
(8.4K)
free
11
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments
💰 Finance
(11K)
free
12
Retirement Countdown ·
Retirement Countdown ·
Retirement Countdown ·
Retirement-Countdown App
Free

Track your retirement date with a visually appealing countdown. Features include daily reminders, home screen widgets, and the ability to share your progress with loved ones. Enjoy beautiful background images and offline functionality.

Retirement countdown timerHome screen widgetDaily notification reminders
🎬 Entertainment
(11K)
free with in-app purchases
13
AFPPGMC Heroes
AFPPGMC Heroes
AFPPGMC Heroes
by Armed Forces of the Philippines Pension and Gratuity Management Center (AFPPGMC)
Free
💰 Finance
(0)
14
Alerus Retirement
Alerus Retirement
Alerus Retirement
Participant Account Access
Free

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

Check account balancesView investment performanceMonitor contributions
💰 Finance
(997)
free
15
PSCA National Conference
PSCA National Conference
PSCA National Conference
by Bravura Technologies LLC
Free
💼 Business
(0)
16
Guideline
Guideline
Guideline
Access your 401(k) anytime
Free

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios
💰 Finance
(1.8K)
free with in-app purchases
17
ICICI Prudential Life App
ICICI Prudential Life App
ICICI Prudential Life App
Life Insurance & Savings Plans
Free

Manage all your life insurance and financial needs with this comprehensive app. Explore, purchase, and manage various insurance plans, utilize financial calculators, and access policy documents securely. Plan for retirement, savings, and protect your loved ones.

Online insurance plan purchasesHassle-free policy managementPremium calculation tools
💰 Finance
(1.1K)
free
18
Retirement Countdown App
Retirement Countdown App
Retirement Countdown App
Countdown, Tools & more!
Free

Track your time until retirement with a customizable countdown. Explore bucket list ideas, get daily inspiration, and discover travel news and deals. Offers free and premium subscription options.

Retirement countdownBucket list plannerRetirement ideas
🔧 Utilities
(6.3K)
free with in-app purchases
19
Penpay
Penpay
Penpay
by Awabah LTD
Free
💰 Finance
(0)
20
RetirePlan
RetirePlan
RetirePlan
by Keltin Enterprises
$4.99

This application helps users plan for retirement by answering key financial questions. It allows for detailed input of financial data, assumptions, and expenses to visualize retirement scenarios and assess their viability. Users can explore different variables with interactive sliders and access detailed reports and simulations.

Retirement financial planningInteractive data input and assumptionsVisual graph projections
💰 Finance
(121)
free with in-app purchases

FAQ about Pensionbee

What are the best pensionbee apps for iPhone?
PensionBee: Roll over 401(k)s tops our pensionbee apps ranking as of May 2026, with a 4.7-star average from 11 App Store ratings, and it's free to download.
Yes — 19 of the top pensionbee apps we rank are free to download, including PensionBee: Roll over 401(k)s and J.P. Morgan Retirement Link.
PensionBee: Roll over 401(k)s shows ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 221+ pensionbee apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
PensionBee is a financial app designed to help you roll over your old 401(k)s and IRAs into a new PensionBee IRA. It allows you to combine and manage all your retirement savings in one place, offering flexible investment options and personalized support.
PensionBee protects your account by encrypting your data, keeping it private, and securely verifying your information. The platform is built with security in mind to ensure your financial data is safe.

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