The newly appointed Executive Team will work to launch Smart’s modern recordkeeping and retirement income solutions to the US market. Smart's recordkeeping solution for pooled employer plans (“PEPs”) will launch in 2021, aligning with the SECURE Act's roll-out.
Jodan Ledford, CEO of Smart's US business, says:
“We have built a team with a breadth of experience across retirement and financial services to ensure we can make the largest possible impact on closing the US retirement coverage gap. I am honored to work alongside these impressive industry leaders.”
Smart’s US Executive Team includes:
Catherine Reilly, Director of Retirement Solutions, said,
“The SECURE Act is a pivotal step towards expanding access to retirement solutions for more Americans. Smart's technology is the only US offering purpose-built for pooled employer plans (PEPs) and the facilitation of lifetime income in retirement plans that the SECURE Act allows, and we are energized about entering the US market at this important juncture with such a strong team.
Smart is a global savings and investments technology platform provider. Its mission is to transform retirement, savings, and financial well-being around the world.
Smart partners with governments and financial institutions (including insurers, asset managers, banks, financial advisers) to deliver retirement savings and income solutions that are digital, bespoke and cost-efficient.
In addition to the UK, Smart is operating in the USA, Europe, Australia and the Middle East with close to a million savers entrusting over $2.4 billion in assets on the platform.
Smart supports its clients with a 550-strong global team and saw 160% growth in assets on its technology platform in 2020.
Legal & General, J.P. Morgan, the Link Group, Barclays, Natixis Investment Managers and Chrysalis Investments are all investors to date in Smart.
We tweet as @SmartPensionUK.
Smart press office - email@example.com