NASHVILLE, TN / March 23, 2023 / Smart, a leading global retirement technology provider, today published the US findings from its annual Future of Global Retirement report. This year’s report looks at how knowledge, attitudes and concerns about retirement savings have progressed. The report includes findings from 8,000 people worldwide and 2,000 savers across the US.
Key findings include:
Jodan Ledford, CEO of Smart in the US, said:
“As the retirement landscape shifts, in line with emerging technology and reforms to legislation, it is imperative for the industry to remain one step ahead for the benefit of both, those saving for, and drawing income in retirement. Smart brings forward this report as a resource not just to guide our strategic actions, but for the entire industry to inform the demand for platforms, technologies and educational materials to evolve in order to meet the retirement needs of savers around the world.”
Click here for more information and to download the full report.
Smart is a global savings and investments technology provider. Its mission is to transform retirement, savings, and financial well-being, across all generations, around the world.
Smart partners with financial institutions (including broker-dealers, RIAs, retirement providers, insurers, asset managers, banks) and financial advisers to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.
Smart, founded in the UK, operates in the USA, Europe, Australia, and the Middle East with over a million savers and over $5 billion in assets. Smart saw over 2,000% growth in assets on its platform since 2018.
Legal & General, J.P. Morgan, Fidelity International Strategic Ventures, Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, DWS Group and Aquiline Capital Partners are all investors to date in Smart.
For more information, please visit www.smartretire.com.
Caliber Corporate Advisers for Smart