Financial Advisers

Learn how Smart Pension can help meet your clients’ pension needs. Talk to us today.
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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.


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

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.

Can my client move to Smart Pension from a Teachers Pension Scheme?

Yes they can. To find out more, including how to contact us, visit our pension for independent schools page.

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.



Half star

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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