Smart Pension
Workplace pension plans for businesses
- 501-1000 employees
- B2B
- Enterprise
- Personal finance
- Investing
- Financial Services
- Marylebone, London, UK
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Company mission
To transform retirement, savings, and financial wellbeing, across all generations, around the world.
-5% employee growth in 12 months
Our take
Having the financial stability to retire is something that plays on the minds of every employee around the world, a problem that is often managed through pension plans. However, existing pension providers generally follow a "one size fits all" approach, preventing room for plans customised for businesses and for multiple countries of residence.
Smart Pension provides pension plans for businesses and organisations, currently offering plans for the UK, 401(k) and retirement plans for the USA, in addition to savings and retirement plans for Ireland, Australia, and Dubai. The company provides a retirement platform named Keystone to governments, enterprises, and financial institutions, focussing heavily on a flexible and bespoke approach to retirement plans.
Whilst pension plans are accessible to most organisations, Smart Pension recognises how unified and single-country approaches are not sufficiently flexible for modern enterprises. By providing a custom pension creation platform and plans for retirement and savings for a range of countries, the company aims to provide a modern solution for the pensions of international corporations which are specifically designed for their business.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- 25 days holiday per year, plus bank holidays. One extra day holiday after two years and then every year up to 30 days holiday
- Free snacks, fruit and drinks
- Five week sabbatical after five years employment
- Health insurance with Equipsme, including Dental, Eyecare and EAP
- Massage twice a month (only £5 for all colleagues) with the money going to Smart's chosen charity
- Pension scheme using salary sacrifice, Smart Pension will match your contributions up to 5% of your salary
- £500 personal development allowance every year to spend on courses or conferences or training materials
- Death in service with Unum (4 x base salary)
- Access to PerkBox and Smart Rewards
- Enhanced maternity and paternity (maternity - 6 months fully paid / paternity - 3 weeks fully paid)
- Season ticket loans
- Cycle2Work scheme
- Free nails and barber once a month
Funding (last 2 of 5 rounds)
May 2023
$95m
SERIES E
Jul 2022
$51.5m
GROWTH EQUITY VC
Total funding: $383.4m
This company has top investors
Leadership
Andrew Evans
(CEO & Co-Founder)Experience as Managing Director of Wealth for Lloyds Banking Group. Non-executive Director for Trulience since 2019.
Will Wynne
(Co-Founder)Experience as Senior Manager of Direct & Onsite Marketing for eBay. Chairman and Co-founder of ArenaFlowers.com since 2006.