Fund factsheets
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Financial Advisers
Learn how Smart Pension can help meet your clients’ pension needs – talk to us today
Why should your clients choose Smart Pension?
Save time
Reduce the time you spend running a pension. We take care of governance and provide the tools to stay compliant.
Cost-effective
Many companies switch to a master trust to make their pension economical.
Easy transfer process
Our experienced pension experts will manage the switch seamlessly.
Tech and innovation
We favour technological solutions and invest heavily in user research.
Set up a new client with Smart Pension
I have clients with Smart Pension
You can sign in to your Smart Pension account and add new clients quickly. Or contact us:
I don’t have clients with Smart Pension
Learn more about how Smart Pension can help your clients by speaking to our dedicated team:
What your clients get with Smart Pension
Our experienced transfer team will help your client switch from their existing provider, with full project management support whilst taking a very pragmatic and flexible approach.
What your clients' members can access
Smart Rewards for members
A free benefit for members – over 1,400 rewards, helping members to save up to £600 in discounts at major retailers.
Bringing pensions together
Members can see all their retirement savings in one place, by adding all their different pensions to our retirement dashboard tool.
AI customer service agent, SAVA
Our interactive avatar, SAVA, capable of responding to human questions in real-time across all devices, has joined Smart Pension to provide customer support 24/7, 365 days a year.
A digital platform
Our award-winning platform is designed to make it easy for members to access their account in real-time through the app or website.
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Financial wellbeing for members
Meaningful financial support is provided for all members because it's important to us that they feel comfortable with their money.
Frequently asked questions
Can you tell me more about the Smart Pension Master Trust?
Smart Pension is an award-winning pension platform and the Smart Pension Master Trust is authorised and supervised by The Pensions Regulator (TPR). Our master trust scheme helps hundreds of thousands of individuals save for their retirement and has underlying funds in Barclays, J.P. Morgan, HSBC UK, Natixis, Legal & General and Aquiline.
Can you tell me more about your trustee board?
Andy Cheseldine chairs our board and has been named as one of the top 25 most influential investment consultants in the past five years – a testament to his reputation. Andy has over 35 years of experience in consulting on defined benefit (DB) and defined contribution (DC) pension schemes. Meet our trustees here.
Can my client move to Smart Pension from a trust-based pension scheme?
Yes they can. Usually, from our experience, companies transfer their pension over to Smart Pension due to cost. After reviewing the costs of paying for their own trustees, governance, scheme administration and investment strategy, companies tend to conclude that moving to a master trust pension provider (like Smart Pension) is far more cost effective. To learn more about moving your clients from a trust-based scheme to Smart Pension, visit our upgrade from a trust-based pension page.
Can my client move to Smart Pension from a Teachers Pension Scheme?
Yes they can. To find out more, including how to contact us, visit our pension for independent schools page.
Our investments
A pension that’s easy to recommend to your clients
With access to a wide range of fund options and a platform that enables employees to be proactive in their retirement decisions, we’re a solid choice. Making it easy for IFAs, corporate advisers and employee benefit consultants to recommend Smart Pension to their clients.
Why choose Smart Pension? – Top 10 reasons
Need some help?
You can speak to SAVA, contact us or visit the help centre
Awards and achievements
Smart Pension Reviews
Talk to us now
Book a call today and join the thousands of advisers who are already using Smart Pension for their clients and helping over a million members save for retirement.
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