PensionBee UK family hub deep prototype with a reset control: LPA wizard, Junior SIPP gifting, parent access tiers, and a withdrawal alert from a view-only father-in-law

pensionbee.com/uk/hive/beehive/family
Summary
My pension
Family
Actions
Discover
Reset demo
0
AB

Total value

£31,763.45

Performance +£16,088.67 ( ▲ 102.6% )

Transactions
Overview

Transactions

See all

NOW Pensions pension

Wednesday, 30 Apr

£7.10

Employer contribution

Sunday, 3 Oct

£183.45

Your £100 referral reward is waiting

Claim your reward now

My pension

Plan nameClimate Plan
Money managerState Street
Risk levelHigher

Performance as of 27 May 26

+£16,088.67 ( ▲ 102.6% )

Balance

£31,763.45

Contributions & Transfers

£15,674.78

£35k £15k £0 1 Jan 181 Jan 221 Jan 26

Family

Linked accounts across your family — monitor, assist, and act where needed.

Prototype demo · George (father-in-law) has given you view-only access. Simulate him making a withdrawal to see how you're alerted.

Your linked accounts

AB

Alex Bennett You

Account owner

£84,220

Tailored Plan · State Street

Performance

+17.3%

SB

Sam Bennett

Spouse · linked

£91,440

4Plus Plan · State Street

Performance

+14.1%

View onlyManage access
RB

Robert Bennett

Father · age 72

£68,900

Tracker Plan · BlackRock

Access

Assist

Manage access
MB

Margaret Bennett

Mother · age 69

£63,190

Preserved Plan · L&G

Access

Act

Manage access
GW

George Whitfield View only

Father-in-law · age 78

£42,310

Pension Drawdown · State Street

Access

Monitor

Manage access
LB

Liam Bennett Junior SIPP

Son · age 8

£4,830

Climate Plan · State Street

Contributors

4

Gifts openView SIPP
Link a family member

Set up an LPA — Robert Bennett

Guided with our regulated legal partner. We store the registered document; we don't give legal advice.

Step 1 — Consent & mental capacity

An LPA can only be made while the donor has capacity. Confirm the following with Robert.

Robert understands what an LPA is and what powers it grantsHe can be involved in the conversation and agrees to proceed
Robert is making this decision freely, without pressure
A certificate provider can confirm his capacityAn independent person or someone who has known him 2+ years

Step 2 — Choose the LPA type

For PensionBee Act-level access you need a Property & financial affairs LPA. You can add Health & welfare too.

Property & financial affairs

Covers pensions, bank accounts, property and investments. Required for Act access.

Selected · required

Health & welfare

Covers care and medical decisions. Optional — often set up alongside.

Tap to add

Step 3 — Who's involved

Pre-filled from your linked accounts where possible.

Step 4 — Review

Check the details before signing and registering.

LPA typeProperty & financial affairs
DonorRobert Bennett
AttorneyAlex Bennett
Acts whenDonor lacks capacity
OPG registration fee£82
Signing order: donor, then certificate provider, then attorney and witnesses. We guide each person by email.

Step 5 — Register with the Office of the Public Guardian

The signed LPA is submitted to the OPG. Registration typically takes around 20 weeks.

StatusSubmitted to OPG
Fee paid£82
Estimated completion~20 weeks
We notify you the moment the OPG returns the registered LPA, and store it against Robert's account.

LPA registered & verified

Robert's Property & financial affairs LPA is on file. You can now raise his access to Act — including drawdown and withdrawals on his behalf.

Junior SIPP — Liam Bennett

Age 8 · Liam takes control at 18, can access at 57

Current value

£4,830

+34.1%

Paid in this year

£1,440

of £2,880 net

Projected at 57

~£162k

5% real growth

Contributors

Alex Bennett (you)

Monthly · £50

£2,100

Sam Bennett

Monthly · £50

£900

Margaret Bennett

Occasional · linked

£400

Auntie Claire

Via gift link

£200

Invite extended family

Share a link so grandparents, aunts, uncles or friends can gift a contribution — no account needed.

pensionbee.com/gift/liam-b-3x9k2
Limit £2,880/yr net, topped up to £3,600 with 20% tax relief. £1,440 used · £1,440 left.
LB

Give Liam a head start

Alex & Sam have invited you to gift Liam's pension. Money invested now has decades to grow.

Choose an amount

£10
£25
£50
£100
£250
£500
With 20% tax relief, your £25 becomes £31.25 in Liam's pension.

Secure payment · You won't need a PensionBee account

Notifications

Margaret's pension has been dormant

No contribution received in 14 months. You have Act access — you can pay in or consolidate on her behalf.

2 days ago

Actions

Transfer a pension

Add a pension to transfer from another provider.

Contribute

Make a one off or regular contribution to your pension.

Contribute to a family member

Pay into a linked parent, partner or child's pension.

Refer a friend

Refer friends and you could earn rewards!

Discover

LPAs and your pension, explained

A plain-English guide to powers of attorney

The Junior SIPP head start

Why starting at 8 vs 18 can mean tens of thousands more