Smarterly aims to turn the UK into a nation of investors, by promoting the benefits of healthy savings habits via people's employers. We make investing simple, easy and accessible for the mass market - aiming to make buying a Smarterly ISA just as easy as buying a product from Amazon.

Employers use Smarterly workplace savings to enhance the financial wellbeing of their workforce by providing them with an accessible way to save and invest from as little as £10 per month, direct from pay. Employers can contribute to support the varied financial needs of employees as a complement to pensions.

Smarterly integrates seamlessly with benefit platforms. We provide communication tools to drive employee engagement, all at no cost to the employer.

Employees need a more effective means of saving due to:

  • a reduced lifetime pension allowance
  • an increasingly millennial workforce with short to mid-term financial goals
  • record low interest rates delivering poor returns
  • the negative mental and physical effects of money worries.

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Contact Details


Clients

  • Aon
  • Thomsons
  • Unum
  • Samsung
  • Ovo Energy
  • PaddyPower Betfair
  • Warner Music
  • DPD Global
  • Michael Page Group
  • Ashurst LLP

Products & Services

We provide workplace stocks & shares Individual Savings Accounts (ISAs) facilitating investments via payroll deduction with lump sums or regular contributions.   The Smarterly platform has approximately 1,000 funds from 90 Fund Managers giving savers a wide choice of where to invest their money with competitive low charges.  For those new to investing we have ready-made portfolios.  We also have Junior ISAs, General Investment Accounts and Lifetime ISAs.

 Investment ISAs:

  • potentially better returns than cash savings
  • returns are capital gains tax free
  • funds can be withdrawn anytime (for a mortgage deposit, a wedding, kids’ education, sabbatical and other life events)
  • can be contributed to via payroll deduction, direct debit, transfer from existing ISAs or pension allowance overflow.

There’s no cost to deploy Smarterly’s workplace savings platform, which can integrate with your benefits platform, and we’ll support you with a communication campaign to support financial education and employee engagement.


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