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.