Smart Pension

company

About

Smart Pension is a workplace pension tailored specifically for UK businesses.

Details

Last Funding Type
Private Equity(PE)
Last Funding Money Raised
£40M
Industries
Financial Services,FinTech,Information Technology
Founded date
Nov 23, 2014
Number Of Employee
251 - 500
Operating Status
Active
Legal Name
Smart Pension Ltd.

Founded by experienced finance and technology professionals we are uniquely designed to support UK businesses. Our Master Trust is regulated by The Pensions Regulator and the company has been awarded a 5-star rating by independent reviewers for the past three years.

Although relatively new to the UK pension market, we are proven innovators and potential future leaders of the industry. In June 2018 we were named Master Trust Offering of the Year at the European Pension Awards. In the last 12 months, we were also voted FinTech Innovation of the Year and overall winners at the Digital Leaders Awards, as well as winning three ‘The Rewards’ Pension and Payroll Industry awards in one night, including best Workplace Pension Provider.

Our Employee app will transform the future of pension saving for a new generation. It allows users to pick and choose the most suitable investment funds, track their pension balance in real-time on their phone and increase contribution levels when they can afford to do so - engaging people with their pensions like never before.

For more information please visit www.SmartPension.co.uk.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
8
£223.30M
Smart Pension has raised a total of £223.30M in funding over 2 rounds. Their latest funding was raised on Jul 14, 2022 from a Private Equity(PE) round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Jul 14, 2022 Private Equity(PE) £40M 1 CIBC Innovation Banking Detail
Oct 6, 2021 Private Equity(PE) 1 DWS Group Detail
Jun 27, 2021 Secondary Market £55M 1 Chrysalis Investments Detail
Jun 27, 2021 Series D £110M 1 Chrysalis Investments Detail
May 26, 2020 Series Unknown 1 Natixis Private Equity Detail

Investors

Number of Lead Investors
Number of Investors
6
11
Smart Pension is funded by 11 investors. CIBC Innovation Banking and DWS Group are the most recent investors.
Investor Name Lead Investor Funding Round
CIBC Innovation Banking Yes Private Equity(PE)
DWS Group Yes Private Equity(PE)
Chrysalis Investments Yes Secondary Market
Natixis Private Equity Yes Series Unknown
Link Group Yes Corporate Round
Chris Adelsbach Series B
Graze Series B
LOVEFiLM Series B
Tom Valentine Series B
William Reeve Series B

Employee Profiles

Number of Employee Profiles
7
Smart Pension has 7 current employee profiles, including Employee Tom Valentine
Employee
Advisor
Employee
Executive
Executive