Smart Pension, has appointed James Lawrence as Head of Investment Proposition. James will develop and lead investment strategy for the company’s fast growing UK Smart Pension Master Trust, which has £1.8bn assets under management.
As part of his role, James is charged with delivering Smart Pension’s net zero pledge for its members, using leading and innovative ESG investment products. Earlier this year Smart Pension committed to halve its emissions significantly earlier than the Paris Climate Agreement deadline of 2030, and to achieve net zero well ahead of the Make My Money Matter pledge of 2050.
James Lawrence, newly appointed Head of Investment Proposition at Smart Pension, said:
“Joining Smart Pension feels like a natural progression in my investment journey. I'm really excited to further develop Smart’s investment offering especially in the area of ESG. I was really impressed with what they have already done in this space and their commitment to be truly innovative. My aim is to add value to the proposition to make it as robust as possible with the full support of our members and trustees.”
Paul Bucksey, Managing Director of Smart Pension UK, said:
“I’m proud of the significant enhancements we have made to our investment proposition, including the recent allocation to illiquids. With further enhancements ahead we are delighted to welcome James to Smart Pension. His wealth of experience, particularly in devising and implementing ESG investment strategies, will be particularly valuable to us. James’ appointment reinforces our commitment to this area of our business, and we will continue to expand the investment team.”
James joins Smart Pension from Mercer where he worked for 9 years. In his most recent role he was lead investment strategist for the UK DC delegated investment business. He was responsible for the strategic direction of the delegated investment solution, Mercer SmartPath, which included a significant allocation to a newly built ESG fund, as well as building a net zero transition pathway.
Launched in 2015, the Smart Pension Master Trust has grown from £100 million in AUM to £1.8 billion in two years, and more than 800,000 members and 70,000 employers on the platform.
Launched in 2015, Smart Pension exceeds £4bn in assets under management (AUM) and now serves over one million members and more than 70,000 employers. It is powered by Keystone, Smart’s global savings and investments technology platform.
Aquiline Capital Partners, Barclays, Chrysalis Investments, DWS Group, Fidelity International Strategic Ventures, J.P. Morgan, Legal & General Investment Management, Link Group and Natixis Investment Managers are all investors in Smart Pension.