Scheme information

In-depth details on the Smart Pension Master Trust

Key details

Name of our scheme

Smart Pension Master Trust

Type of scheme

Defined Contribution Master Trust

Corporate trustee‍

EC2 Master Limited
136 George Street
London
W1H 5LD
Tel: 0333 666 2323
Email: [email protected]

Scheme authorisation

The scheme is authorised and supervised by The Pensions Regulator.

Scheme details

TPR Scheme Reference
12011089

PSTR (tax ref)

00820230RM

Scheme funder

Smart Pension Limited is incorporated in England, registered number 09026697. Smart Pension Limited's registered office is at:
Smart Pension Limited
136 George Street
London
W1H 5LD

Scheme administrators‍

Smart Governance Limited
Smart Governance Limited is incorporated in England, registered number 12295061. Smart Governance Limited's registered office is at:
136 George Street
London
W1H 5LD

Investment advisers to the Trustee

Hymans Robertson
One London Wall
London
EC2Y 5EA

Scheme documents

Download

Implementation statement

Download

Conflict of interest policy

Download

Member guide

Download

Chair's statement

Download

The trust deed and rules

Master Trust Assurance

The Trustee undertakes an annual assurance report reviewing Trustee controls. Contact us to request a copy.

Investment policies and reports

Download

Smart Pension Custom Index Fund ESG Voting Policy

Download

AMX-DWS Low Carbon Fund ESG Voting Policy

Download

UK Stewardship Code and Voting and Engagement Report

Download

Task Force on Climate-Related Financial Disclosures (TCFD)

Download

Voting and Engagement Policy

Download

Investment Policy Implementation Document

Download

Climate and Nature Policy

Download

Statement of Investment Principles

Download

Implementation Statement

Download

Responsible Investment Policy

More about our investments

Fund choices

View our fund fact sheets

Investment performance

View the latest investment performance