An adviser invitation is a way to join your Smart Pension employer pension account with a firm that has a Smart Pension Adviser account. 

You can send an invitation to a trusted company that has an existing Smart Pension Adviser account. Or you can send the same invitation to an Adviser who does not yet have a Smart Pension Adviser account and they can set one up at the same time.
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The invitation is a unique way to allow access to your company pension scheme. You may wish to do this if you have paid a firm to manage your pension scheme for you, or you have a firm who manages your payroll for you. 

Use the instructions below to allow access to your company pension scheme.
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​1 - Sign in to your account and go to Menu then Company Details.

2 - Select 'Users and advisers' and go to the Adviser invitations section.

You can view existing adviser invitations on this page or create a new invitation by pressing Create invitation.
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3 - Once the invitation URL has been created, you can send an invitation to the adviser by clicking on the envelope icon or by simply copying and pasting the URL in an email to the adviser.

An Adviser invitation does not provide you (the employer or administrator) with access to other company pension schemes. Equally an Adviser with access to a company scheme that shares their account with an another adviser cannot see the client list associated to that adviser.