New Adviser Bulk Upload Facility

12 May 2017

Press Release

12 May 2017

Workplace pension provider Smart Pension has developed a clever new piece of technology which allows advisers to upload their clients in high volume for the first time.

The bulk import facility is part of the auto enrolment specialist's Adviser Platform, and means advisers, accountants and payroll bureaus can now enrol new clients or move existing firms en masse to the provider in one easy step. Will Wynne, Smart Pension MD and co-founder, said:

"As more and more small firms hit their staging dates this year or literally run out of time, advisers have told us one of the biggest headaches has been individually uploading all the information required to ensure their clients are legally compliant with their pension responsibilities.

"It's fiddly and time-consuming and increases the danger of their clients being hit with a fine. Now, by downloading a simple file, advisers, accountants and those working in payroll will be able to upload up to 1,000 clients to the Smart Pension system in one quick step.

"This functionality will also play an increasingly important role as we fast-forward to next year and beyond when many advisers will be looking to consolidate their clients in what emerges to be a better deal for small businesses for the short and long term depending on their employee base.

"With this feature they can upload their entire book in one go."

The new system requires advisers to upload a spreadsheet or .csv file with the all company names and contact details. The new facility can automatically populate the rest of the information.

It will also produce legally-compliant template letters that advisers can send to clients explaining what is happening over what time frame. Once the agreed notice period has elapsed, advisers can complete the upload by a simple click of a button.

Once this is done, it triggers an email to each client contact which asks them to sign in and complete the process.

Will added:

"Simplifying the auto enrolment process for small business and their advisers is crucial to ensure the on-going success of the initiative for the long-term."

Smart Pension has been recognised by its innovative and highly automated platform, as well as Master Trust Assurance Framework accreditation (MAF) and it is a featured provider on TPR's website.

Earlier this year Smart Pension announced strong performance across its default investment funds in 2016, with growth of over 19 percent after costs for its Lifestyle Default 1 investment fund, in which the vast majority of its members' pension funds are invested.


Notes to editors


Smart Pension is a global savings technology platform provider. It is also one of the UK's largest providers of workplace pensions. Its award-winning master trust is MAF-accredited and overseen by independent professional trustees. It was co-founded in 2014 by Andrew Evans, CEO, and Will Wynne, MD, and launched in May 2015. Europe's second largest asset manager Legal & General Investment Management (LGIM) took a minority stake in the digital pension platform in 2016, part of a move by LGIM to invest in high-achieving, innovative technology that has a positive impact on the wider economy. In June 2017 it was named Fintech Innovation of the Year and overall winner in the Digital Leaders 100 awards, in June 2018 it was named as Master Trust of the Year at the European Pension Awards.

Smart Pension press office

Alana Stuart

Tel: 07961 514363


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