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PensionBee Founder and CEO Romina Savova joins Lloyd to examine a sector that’s ripe for disruption: pensions.
That’s the idea behind PensionBee, which Romina founded after working at behemoths like Morgan Stanley and Goldman Sachs. When she tried to consolidate her pensions in one place, she found the task impossible and received little to no help from financial advisors or her provider. That led her to found PensionBee, which has partnered with some of the sector’s biggest money managers, including Legal & General and BlackRock.
In a far-reaching chat with Lloyd, Romina tells us about the advice gap in pensions, the rising demand for responsible investments and why sustainability and strong ROI aren’t mutually exclusive. Then she lays out her career trajectory from law to finance, outlines which types of businesses should pursue venture capital, and tells us how to build a purpose-driven culture.
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By Lloyd Wahed5
66 ratings
PensionBee Founder and CEO Romina Savova joins Lloyd to examine a sector that’s ripe for disruption: pensions.
That’s the idea behind PensionBee, which Romina founded after working at behemoths like Morgan Stanley and Goldman Sachs. When she tried to consolidate her pensions in one place, she found the task impossible and received little to no help from financial advisors or her provider. That led her to found PensionBee, which has partnered with some of the sector’s biggest money managers, including Legal & General and BlackRock.
In a far-reaching chat with Lloyd, Romina tells us about the advice gap in pensions, the rising demand for responsible investments and why sustainability and strong ROI aren’t mutually exclusive. Then she lays out her career trajectory from law to finance, outlines which types of businesses should pursue venture capital, and tells us how to build a purpose-driven culture.
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