Smart Retire

A digital retirement dashboard for members to access their pension savings flexibly when they retire

Retire your way

Everyone’s financial needs will be different in retirement. And those needs can change after members have retired. That's why we've added Smart Retire, to the Smart Pension Master Trust.

Smart Retire lets members blend different options to provide flexibility and security throughout retirement.

A smartphone showing the Smart Retire dashboard
Numbers are for illustrative purposes only

Helping savers to meet their retirement goals

Smart Retire is a flexible, cost-effective way to combine different options to provide an income in retirement.

*Please note that Smart Pension does not provide annuities and you will need to secure this with a different provider.

How we charge

There are two parts to our fee: An admin fee and fund management fees for each of the four pots.

Admin fee