{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/LSE/PBEE",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# PENSIONBEE GROUP PLC (LSE Main Market: PBEE) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is PENSIONBEE GROUP PLC, listed on the LSE Main Market under ticker PBEE, with ISIN GB00BNDRLN84 and LEI 2138008663P5FHPGZV74. Its security type is Corporate, its segment is SSMM, its sector is Investment Banking and Brokerage Services [302020], and its jurisdiction is England and Wales as given in the Companies House jurisdiction field. Its status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 60 filings on 54 filing days in the twelve months to 2026-11-06. The median gap between filing days is 6 days, and the latest filing is 7 days before the record date. The LSE Main Market median cadence gap is 4 days across 892 issuers, and the sector median is 6 days across 75 issuers. The latest filing is dated 2026-10-30 and is of type corporate_action.\n\n## Auditor\n\nThe auditor of record is Deloitte LLP. Its location is not on the record. Auditor changes are not on the record.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, as this market has no lifecycle type map yet. The halt flag is not set, and the issuer is listed and not halted.\n\n## Orderability\n\nFor elective professional client, the signal is ACM-200 and the outcome is determinable. For eligible counterparty, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's investor-relations page names 6 research houses: Berenberg, Jefferies, KBW, Canaccord, Peel Hunt and RBC.\n\n## Open research\n\nNo openly published research notes were found for this issuer.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's years are not sealed in the served record, and the market's vintage is not sealed. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n11 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (identity.exchange)\n- https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/PBEE (identity.isin)\n- https://find-and-update.company-information.service.gov.uk/company/13172844 (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://www.londonstockexchange.com/stock/PBEE/pensionbee-group-plc/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/LSE/PBEE (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://www.otcmarkets.com/news-otcapi/news/document/content/id?id=89182 (the auditor)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage (coverage)\n- https://mcp.uk-cm-kg.ai/record/LSE/PBEE (the record)\n",
 "market": "UK",
 "node": "uk-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-11",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the UK store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "read_by": "Tavily regex",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.otcmarkets.com/news-otcapi/news/document/content/id?id=89182",
    "state": "confirmed",
    "value": "Deloitte LLP"
   },
   "auditor_firm_id": {
    "market": "UK",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "UK",
    "state": "not_on_record"
   },
   "changes": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "uk-cm-kg/LSE/PBEE",
  "coverage": {
   "count": 6,
   "houses": [
    {
     "house": "Berenberg",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Julian Roberts",
     "house": "Jefferies",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "William Hawkins",
     "house": "KBW",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Tom Like",
     "house": "Canaccord",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Gautam Pillai",
     "house": "Peel Hunt",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Jude Neanor",
     "house": "RBC",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage",
     "result": "read: 6 of 11 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 892,
     "median_cadence_gap_days": 4,
     "median_filings": 29,
     "median_latency_days": 3,
     "name": "LSE Main Market"
    },
    "sector": {
     "issuers": 75,
     "median_cadence_gap_days": 6,
     "median_filings": 34,
     "median_latency_days": 4,
     "name": "Investment Banking and Brokerage Services  [302020]"
    }
   },
   "by_type": {
    "agm_record_date": 1,
    "ch_accounts_filed": 1,
    "ch_capital": 11,
    "ch_confirmation_statement": 1,
    "ch_officer_change": 4,
    "ch_other": 2,
    "ch_resolution": 1,
    "corporate_action": 11,
    "director_dealing": 2,
    "early_warning": 5,
    "financial_statement": 1,
    "newswire_release": 5,
    "regulatory_announcement": 15
   },
   "cadence_median_gap_days": 6,
   "filing_days": 54,
   "filings": 60,
   "latency_days": 7,
   "latest": [
    {
     "category": null,
     "date": "2026-10-30",
     "source": "https://www.investegate.co.uk/announcement/rns/pensionbee-group--pbee/total-voting-rights/9849144",
     "title": "Total Voting Rights",
     "type": "corporate_action"
    },
    {
     "category": null,
     "date": "2026-10-21",
     "source": "https://www.investegate.co.uk/announcement/rns/pensionbee-group--pbee/q3-2026-results-announcement/9834982",
     "title": "Q3 2026 Results Announcement",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-10-12",
     "source": "https://find-and-update.company-information.service.gov.uk/company/13172844/filing-history/MzU1MDQwNTQ0NmFkaXF6a2N4/document?format=pdf&download=0",
     "title": "legacy",
     "type": "ch_other"
    },
    {
     "category": null,
     "date": "2026-10-08",
     "source": "https://find-and-update.company-information.service.gov.uk/company/13172844/filing-history/MzU0OTkzMjc1MGFkaXF6a2N4/document?format=pdf&download=0",
     "title": "capital allotment shares — 2026-10-07",
     "type": "ch_capital"
    },
    {
     "category": null,
     "date": "2026-09-01",
     "source": "https://www.investegate.co.uk/announcement/rns/pensionbee-group--pbee/total-voting-rights/9747119",
     "title": "Total Voting Rights",
     "type": "corporate_action"
    }
   ],
   "latest_filing_date": "2026-10-30",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/PBEE",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "LSE Main Market"
   },
   "isin": {
    "read_by": "LSE instrument reference record (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/PBEE",
    "state": "confirmed",
    "value": "GB00BNDRLN84"
   },
   "jurisdiction": {
    "read_by": "Companies House REST API (company profile) (jurisdiction field)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://find-and-update.company-information.service.gov.uk/company/13172844",
    "state": "confirmed",
    "value": "England and Wales (Companies House jurisdiction field)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN GB00BNDRLN84)",
    "state": "sourced",
    "value": "2138008663P5FHPGZV74"
   },
   "name": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "PENSIONBEE GROUP PLC"
   },
   "sector": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/PBEE/pensionbee-group-plc/company-page",
    "state": "sourced",
    "value": "Investment Banking and Brokerage Services  [302020]"
   },
   "security_type": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "SSMM"
   },
   "ticker": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "PBEE"
   },
   "website": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/PBEE/pensionbee-group-plc/company-page",
    "state": "sourced",
    "value": "http://www.pensionbee.com"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "UK",
  "node": "uk-cm-kg",
  "numbers_hash": "sha256:e010c4e19c9d1f67b12fb5fe1f0921d9d9bfce99ab02530a3c556939073f2e1b",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "elective professional client",
    "eligible counterparty"
   ],
   "outcomes": {
    "elective professional client": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "eligible counterparty": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.uk-cm-kg.ai/book/aio.json",
    "door": "https://mcp.uk-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/uk/product-governance-fca-prod-sourcebook/r1",
   "section": "uk.aio.v16"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.uk-cm-kg.ai/record/LSE/PBEE",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://marketsecurities.fca.org.uk/officiallist",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:e010c4e19c9d1f67b12fb5fe1f0921d9d9bfce99ab02530a3c556939073f2e1b",
 "path": "/uk/LSE/PBEE",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is PENSIONBEE GROUP PLC, listed on the LSE Main Market under ticker PBEE, with ISIN GB00BNDRLN84 and LEI 2138008663P5FHPGZV74. Its security type is Corporate, its segment is SSMM, its sector is Investment Banking and Brokerage Services [302020], and its jurisdiction is England and Wales as given in the Companies House jurisdiction field. Its status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 60 filings on 54 filing days in the twelve months to 2026-11-06. The median gap between filing days is 6 days, and the latest filing is 7 days before the record date. The LSE Main Market median cadence gap is 4 days across 892 issuers, and the sector median is 6 days across 75 issuers. The latest filing is dated 2026-10-30 and is of type corporate_action.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Deloitte LLP. Its location is not on the record. Auditor changes are not on the record.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, as this market has no lifecycle type map yet. The halt flag is not set, and the issuer is listed and not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For elective professional client, the signal is ACM-200 and the outcome is determinable. For eligible counterparty, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names 6 research houses: Berenberg, Jefferies, KBW, Canaccord, Peel Hunt and RBC.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found for this issuer.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's years are not sealed in the served record, and the market's vintage is not sealed. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "11 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer"
  },
  {
   "for": "identity.isin",
   "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/PBEE"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://find-and-update.company-information.service.gov.uk/company/13172844"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/PBEE/pensionbee-group-plc/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/PBEE"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the auditor",
   "source": "https://www.otcmarkets.com/news-otcapi/news/document/content/id?id=89182"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.pensionbee.com/investor-relations/share-price-and-analyst-coverage"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/LSE/PBEE"
  }
 ],
 "title": "PENSIONBEE GROUP PLC (PBEE) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}