Founder & CEO PensionBee
Pensions Dashboards Programme Steering Group member
Romi is the founder and CEO of PensionBee, the UK’s leading online pension provider, helping customers to find and combine their old pensions into one new online plan. In 2018 PensionBee became the first pension provider to utilise Open Banking, enabling customers to see their live pension balance alongside their current account balance in popular money management apps.
Romi has played a key role in advancing consumer standards in the pensions industry, from reducing transfer times to becoming the first provider to introduce Simpler Annual Statements. Before founding PensionBee, Romi worked for Goldman Sachs, Morgan Stanley and Credit Benchmark, holding roles in investment banking, risk management and financial technology. Romi received an MBA from Harvard Business School and graduated from Emory University.