Financial Advisers
Why should your clients choose Smart Pension?
Save time
Reduce the time spent running a pension. We take care of governance and provide the tools to stay compliant.
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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 team will help your client switch from their existing provider whilst providing full project management support.
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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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 and Legal & General.
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.
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.
Need some help?
You can contact us or visit the help centre
Awards
Reviews
Smart Pension handles a transfer to a different provider with ease and professional attitude (2021)
The transition from another pension provider to Smart Pension has been seamless and my staff now get access to a huge range of extras that you just don't get with our previous provider. (2021)
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 hundreds of thousands members save for retirement.
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