Smart is the leading global retirement technology provider. They deliver pensions technology platforms in partnership with other financial institutions, and run a defined contribution master trust pension scheme setup for employers to enrol employees in a workplace pension scheme.
Location: United Kingdom
Total raised: $81.16M
Investors 2
| Date | Name | Website |
| 10.03.2023 | CIBC Innov... | innovation... |
| - | Fidelity I... | fisv.com |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 13.08.2025 | - | $81.16M | - |
Mentions in press and media 14
| Date | Title | Description |
| 10.06.2026 | Pension funds must ’embrace’ private markets to fuel growth | UK pension funds must stop hiding in public equity benchmarks and ‘embrace’ private markets in order to meet their obligations and accelerate economic growth, the group chief executive of one of the UK’s largest pension providers has argued... |
| 02.06.2026 | Pension master trusts join forces to tackle outdated transfer systems | Eight pension master trusts have joined forces in a bid to improve the pension transfer system following uproar over its outdated and sluggish practices. The group, dubbed Pathfinder, brings together trusts including Nest, Smart Pension and... |
| 13.08.2025 | Retirement gets a boost as London-based Smart Pension secures €69.4 million credit facility | Smart, the British FinTech specialising in global retirement savings technology, has secured a €69.4 million credit facility to support Smart’s future growth plans and leverage opportunities within a rapidly consolidating market in the UK. ... |
| 29.07.2025 | Smart Pension invests £330m into Octopus Energy fund as Mansion House Accord bears fruit | Smart Pension has made a £330m investment into two funds managed by Octopus Energy in an early sign the Chancellor’s Mansion House Accord is beginning to bear fruit. The pensions firm, which has more than £7bn in assets under management, sa... |
| 16.07.2025 | UK’s Smart Pension Forecasts £10B AUM Next Year, Announces Key Appointment to Expand Operations | Listen to this article 0:00 / 1:49 1X BeyondWords Smart Pension, one of the UK’s workplace pension providers, has appointed Raj Mody as a Trustee Director of the Smart Pension Master Trust Board, taking on the role of Chairman from 1 Septem... |
| 12.02.2025 | UK savers back AI on pensions, but ‘not as a substitute for humans’ | - |
| 22.11.2024 | UK’s Smart Pension Launches Integrated Retirement Savings Estimator Tool | Listen to this article 0:00 / 0:04 1X BeyondWords Smart Pension, one of the UK’s workplace pension providers, launches a new integrated retirement savings calculator that could have a positive impact on the “projected” pension savings of it... |
| 24.05.2024 | UK’s Smart Pension Announces Appointment of Kim Gubler As Independent Trustee | Smart Pension, which claims to be one of the UK’s leading workplace pension providers, has appointed Kim Gubler as an independent trustee. Kim was a founding director of the Pensions Administration Standards Association (PASA) and has been ... |
| 26.12.2023 | UK’s Smart Pension Calls for More Asset Managers to Offer Pass-Through Voting on Pooled Funds | Smart Pension, which claims to be one of the UK’s leading workplace pension providers, has signed an open letter urgently “calling for more asset managers to offer pass-through voting on pooled funds.” Collectively representing pension sche... |
| 14.08.2023 | UK’s Workplace Pension Provider, Smart Pension, and Yonder Bridge Gap for Overseas Employers | Smart Pension, which claims to be one of the UK’s leading workplace pension providers, today announced it is working with Yonder, the all-in-one platform to automate health insurance and retirement benefits for growing teams, “to enable com... |
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