Smart Pension logo — Our mission is to transform retirement, savings and financia...

Smart Pension

Our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.

Founded 2014 United Kingdom London, United Kingdom 391 employees Series E Total: $318.30M Financial Services, Information Technology

General Information

Company Name Smart Pension
Founded Year 2014
Location United Kingdom London, United Kingdom
Employees 391
Industries Financial Services, Information Technology
Funding Stage Series E
Business Model B2B, SaaS, B2B2C
Revenue Model Service Fee, Usage Based, Retainer
Social

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About Smart Pension

Smart Pension, founded in 2014, is a dynamic company that operates at the intersection of Financial Services and Information Technology. Headquartered in the United Kingdom, it is on a mission to transform retirement savings and financial wellbeing globally.

The company has gained significant traction, becoming one of the largest workplace pension providers in the UK. Its growth is supported by strategic investors, including financial heavyweights like Legal & General Investment Management and J.P. Morgan.

Notably, Smart Pension secured a substantial $95.00M during a Series E investment round on 15 May 2023, with participation from prominent investors such as Barclays, Aquiline, Chrysalis Investments, Fidelity International Strategic Ventures, DWS Group, and Natixis Private Equity.

Authorized by The Pensions Regulator in 2019, Smart Pension offers innovative and secure pension solutions that prioritize user experience, adaptability, and customer service, ensuring value for both employers and employees worldwide.

Business keywords: Retirement Transformation, Savings Solutions, Financial Well-being, Workplace Pension Provider, Digital Pension Experience, Pension Technology, Fintech Solutions, User-Centric Innovation, Pension Governance, Pension Scheme Security, Pension Investments, Customer-Centric Services, Pension Administration

Services & Products

Retirement Solutions
Savings Innovation
Financial Wellbeing Technology

Target Customers

Corporations Employers Financial Institutions Employees and Retirees

Funding Rounds & Investors (9)

View All
Funding Stage Amount Investors Lead Investors Date
Series E $95.00M 6
Barclays, Aquiline +4
15 May 2023
Private Equity Round £40.00M 1
CIBC Innovation Banking
14 Jul 2022
Private Equity Round Undisclosed 1
DWS Group
06 Oct 2021
Secondary Market £55.00M 1
Chrysalis Investments
27 Jun 2021
Series D £110.00M 1
Chrysalis Investments
27 Jun 2021
Venture Round Undisclosed -
26 May 2020
Corporate Round Undisclosed -
13 Nov 2019
Series B £15.00M -
05 Jun 2017
Series A £3.30M -
03 Jun 2016

Smart Pension Alternatives & Competitors

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Ohpen
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FAQ About Smart Pension

Our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
Smart Pension was founded in 2014.
Smart Pension is headquartered in London, United Kingdom.
Smart Pension operates in Financial Services and Information Technology. Its work centres on Retirement Transformation, Savings Solutions, Financial Well-being and Workplace Pension Provider. Its customers include Corporations, Employers and Financial Institutions.
Smart Pension has a B2B, SaaS and B2B2C business model. Its revenue comes from Service Fee, Usage Based and Retainer.
Smart Pension has approximately 391 employees.
Smart Pension has completed 9 funding rounds, raising a total of $318.30M. The latest funding stage is Series E.
Smart Pension offers: Retirement Solutions, Savings Innovation, Financial Wellbeing Technology.
Top alternatives and competitors to Smart Pension include Mintago, NOW Money, Ohpen, Junngla SPA, NayaOne. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Smart Pension and Mintago are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Smart Pension, https://bouncewatch.com/company/smart-pension, updated 2 March 2026. When citing, please name BounceWatch and link this page.

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