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Smart Pension
Smart Pension was established in 2014 by Andrew Evans and Will Wynne. The business developed the Keystone technology platform and consolidated several master...
Smart Pension
Smart Pension was established in 2014 by Andrew Evans and Will Wynne. The business developed the Keystone technology platform and consolidated several master trusts under Smart Pension Limited ownership. The firm targets sustainable growth through its default fund and maintains exposure to private markets via the MV Dual Credit Fund since 2021. It also runs the Smart Pension Net Zero Pathway Custom Equity Index Fund and the AMX-DWS Global Low Carbon Stewardship Fund. Geographic focus remains the United Kingdom with global equity holdings. Signatory status to the Mansion House Accord commits 10 percent of default assets to private markets. Employee count stands at 501. The firm owns 100 percent of Evolve Pensions, Options Workplace Pension Trust, Ensign Master Trust and five additional UK master trusts. It maintains memberships in the Institutional Investors Group on Climate Change and Climate Action 100+. Governance centers on full ownership of operating trusts rather than external fund commitments. This structure allows direct control over platform integration and member outcomes.
General information
Firm type
Pension Fund
Year founded
2014
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
136 George Street, London, W1H 5LD, United Kingdom
Principals
Andrew Evans
Group CEO
Will Wynne
Managing Director
Jamie Fiveash
CEO of Smart UK and Ireland
Sector focus
Frequently asked questions
Who runs investment decisions at Smart Pension?
Andrew Evans serves as Group CEO. Investment execution occurs through external managers including DWS and LGIM under board oversight.
Does Smart Pension participate in fund commitments or only direct deals?
The firm allocates to external funds such as the MV Dual Credit Fund and custom equity index products managed by third parties.
What investment stages does Smart Pension typically target?
The pension fund focuses on long-term retirement savings with allocations to listed equities, private credit and sustainable growth strategies.
Where does the underlying wealth come from?
Assets derive from workplace pension contributions by over 90,000 UK employers and more than one million individual members.
How is Smart Pension related to its master trusts?
Smart Pension Limited owns 100 percent of Evolve Pensions, Options Workplace Pension Trust, Ensign Master Trust and four other UK master trusts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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