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 awarded a 5-star rating by independent research company Defaqto in recognition of its innovative 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.

ENDS

Notes to editors

ABOUT SMART PENSION:

Smart Pension is a MAF-accredited online auto enrolment provider. Its platform was built specifically to help thousands of small British businesses sign up their employees to a workplace pension scheme, as required by law. Smart Pension was co-founded in 2014 by Andrew Evans, CEO, and Will Wynne, Managing Director, and launched in May 2015. Its Master Trust is overseen by professional trustees with decades of experience supervising large pension schemes. Smart Pension has partnered with Apex Fund Services, one of the world's largest independent fund administrators, to securely and cost-effectively administer employees' pensions. Smart Pension has a 5 star rating from Defaqto in the auto enrolment category. Smart Pension is the fastest auto enrolment platform on the market to sign up with and advisers and employers can use it for free - there are no upfront or ongoing charges for companies or their advisers. 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 UK economy. 

www.AutoEnrolment.co.uk

Smart Pension:

Liz Slee

Tel: 07540 060112

Email: liz.slee@smartpension.co.uk

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