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How do I access Pension Wise guidance?
Find out what Pension Wise guidance is, how it can help you before you take money from your pension savings, and how to book a free Pension Wise appointment.
Member
How can I leave the pension scheme I was automatically enrolled in?
Auto-enrolment rules encourage you to save for retirement but if you want to leave Smart Pension, here’s how to do so.
Member
How can I contact Smart Pension?
Got questions about your Smart Pension account? Here are the different ways you can contact us.
Member
How can I close a Smart Pension account?
To ensure a smooth process when closing a Smart Pension account, here’s what you need to do as an employer.
Employer
How are my contributions refunded when I opt out of the scheme?
Uncover how refunds work when you opt out of the scheme.
Member
How and when do you take employer contributions?
Find out how and when we take payment once you’ve uploaded your first contributions.
Employer
Help your employees by boosting their pension savings
Things to consider if you wish to make one-off contributions for your employees.
Employer
Groups
Learn how to create a new group of employees in your scheme
Employer
Finding your account name
How to find your account name if you've forgotten it
Employer
Employee next pay period date report
Review upcoming dates for employee contributions and identify any missed dates
Employer
Editing users
How to make changes to existing users
Adviser
Deleting users
How to delete users from your adviser account
Adviser
Completing identity and verification
How to complete identity and verification through your Smart Pension account
Member
Combining your pensions before retirement
Make preparing for retirement easier by combining your pensions into one
Member
Change who receives emails from Smart Pension
Choose who receives emails and other notifications about your Smart Pension account
Employer
Can I pay pension contributions using a bank transfer?
How to apply to pay by bank transfer if you're unable to set up a Direct Debit mandate
Employer
Bereavement process
Learn what happens to a Smart Pension pension pot when a member dies before accessing their retirement savings.
Member
Automatic postponements
Learn how to set up an automatic postponement period for all new members of your scheme.
Employer
Adding new users
How to add new users to your adviser account
Adviser
Adding multiple clients
Outlines required fields and types for multiple client imports
Adviser
Adding and viewing admins and signatories
View and add admins to your pension scheme.
Employer
Adding an individual client
A guide to adding a client you administer to your adviser account
Adviser
Adding a new employee
Learn how to add a new employee to your company
Employer
Add money at any time by making a one-off pension contribution
Boost your pension savings without committing to regular payments.
Member
Accessing your savings at retirement
Learn how to access your Smart Pension savings at retirement. Understand your options, how to start the process, and where to access help and guidance.
Member
Accepting an adviser invitation
A quick guide on accepting an invitation to advise a client
Adviser
About PAPDIS files
Learn more about PAPDIS files and the answers to some commonly asked questions.
Employer
About API integration with Smart
A guide to the how payroll providers use APIs to integrate with Smart and how to check if your provider provides integration
Employer

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How do I request a Pension Information Report?
Learn how to request a Pension Information Report from Smart Pension, what it includes and how to share it with your financial adviser.

How to get a Pension Information Report

A Pension Information Report contains all the information we hold on your Smart Pension account. You can use it to talk through your pension with an independent financial adviser (IFA), who may ask you for one.

How to request your report

The quickest and most secure way is to use our online request form. We don’t take requests by phone.

What happens next

  1. We’ll issue your report, usually within 48 hours.
  2. We’ll email you when it’s ready.
  3. You’ll find it in the inbox of your online account or the member app.

We always send the report to you, not to your IFA. You can then share it with them yourself.

If your IFA is requesting it for you

Your IFA may ask you to sign a Letter of Authority so they can act on your behalf.

If they request a report for you, they must use the online request form. Requests sent by email take much longer to process.

Last updated:
November 12, 2026

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