Despite the disruptions this year has brought, we’ve continued to work hard on our mission to help everyone save and invest for their future – making 2020 our biggest year yet. Here are some of our highlights:

  • More than 500,000 people are now saving and investing for their future with Moneybox
  • Our team doubled in size to 175 people and we were named by LinkedIn and others as one of the top high-growth companies to work for in the UK
  • We achieved carbon-neutral status
  • We reached over £1 billion in assets under management
  • We raised £30 million from top VC firms and investors in our private funding round
  • We made history with our first ever crowdfund, raising £7 million in under two days from 16,739 investors


Retirement 🍹

After the launch of the Moneybox Personal Pension in 2019, enabling customers to consolidate their old workplace pensions, our Retirement Team continued to develop new ways to help customers take control of their financial future. 

This year saw us launch contributions, making it simple and easy to contribute to a Moneybox Personal Pension and automatically receive the 25% government tax relief. We were also excited to introduce our Pension Provider Search Service – a new tool to help you track down old workplace pension providers based on where you used to work. We’re proud to say that we now have one of the biggest employer pension databases in the UK, with over 20,000 employers listed! Thousands of people have already found their old pension providers thanks to our Provider Search Service and as a result, we’ve helped track down over £1 million in lost pension pots! 


“I knew I had old pension pots but I had no idea how much was in there or where they were! The best part about starting with Moneybox was seeing all of my pension pots combined.” 

– Jonathan, Pension customer


Home-buying 🏡

We kicked off the year with the launch of our Cash Lifetime ISA Time Machine – one of our most popular tools for investors, now reimagined for our Lifetime ISA savers! With this tool you can journey into the future to see how changing your weekly deposit could boost your savings over the next 10 years. 🚀

We know the path to home ownership isn’t always smooth sailing, but having a clear goal and a savings plan can help make the journey a lot easier. To support our community of first-time buyers, we also launched the Deposit calculator. This tool helps you calculate a weekly savings plan based on your deposit goal and when you’d like to buy your first home, making it easy to  understand how much you need to save to reach your target on time! 🎯


“I’ve now reached my 2020 mortgage deposit target thanks to the Moneybox LISA bonus. Thousands more pounds to go until I reach my savings goal but I am so proud of myself for reaching target! 🤩🏡” 

– Katie, Lifetime ISA customer


We’re thrilled to say that in 2020, our Lifetime ISA customers have purchased over 3,000 homes! We can’t wait to help even more people to start saving for their first home in 2021.


Investing 📈

Although it’s been a rollercoaster year for stock markets, we’ve continued to see our community of investors grow. It was also great to see many of our existing investors sticking to important investing rules of thumb – keep a cool head, stay the course and focus on the long-term.

This year, our team has spent time laying the foundations for some exciting updates to our investing service in 2021. As our community grows, we want to make sure we can help our customers invest in a way that’s right for them, while still making investing simple and accessible to everyone. We can’t wait to reveal more on this in the new year! 


Saving 💷


“The Moneybox App has been a game changer for me. I’ve never really been very good at saving but I love how easy Moneybox makes it!”

-Michael, 95 Day Notice Account customer


This year it’s been great to see tens of thousands of new customers, like Michael, opening savings accounts with Moneybox. We were pleased to launch our second notice account back in August, helping customers to work towards shorter-term goals, and we’ve continued to work hard behind the scenes to expand the range of savings accounts we offer. 


We’re really excited about our plans for 2021 and we’re looking forward to helping many more people start saving and investing for the future. 


For the Lifetime ISA, if you withdraw money for any reason other than buying your first home (up to £450,000) or retirement, you’ll pay a government charge of 25% on the the amount you withdraw. This means you’ll get back less than you’ve put in. Eligibility criteria apply.