New Adviser Custom Client Sign Up

5 June 2017

Press Release

05 June 2017

Workplace pension provider Smart Pension has launched a personalised sign-up feature that allows advisers to create their own unique pension gateway.

The gateway or sign-up page can be customised with adviser branding and comes with a unique URL that can be supplied to existing and new clients.

The clever feature is part of the auto enrolment specialist’s adviser platform, and means advisers, accountants and payroll bureaus can effectively create a white-label auto enrolment area for their clients to sign-up to.

Will Wynne, Smart Pension MD and co-founder, said:

"This new feature will help to save a lot of time to busy advisers whilst giving them a slick, professional-looking sign-up page which sends clients directly into Smart Pension.

"It means their clients can do some of the early work, and we will simply notify them via email when a business has enrolled into their own account. They can then manage them as usual.

"This adds to the bulk import facility we announced recently which allows advisers to upload clients in high volume. We are always looking for new ways to use technology to help our advisers save time and money whilst increasing productivity."

The new feature can be tailored to include billing information or be sector-specific.

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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