James Lawrence - Mastering the future of retirement: private markets, ESG, and innovation with Smart Pension
Description
In this latest episode of Changing World, New Opportunities, hosts Louise Farrand and Dave Whitehair sit down with James Lawrence, director of investment proposition at Smart Pension. Smart Pension has made headlines for its forward-thinking approach, combining bold investment ideas with a strong focus on member outcomes. As a tech-led disruptor in the DC market, it is innovating on multiple fronts, from synthetic equities to private markets integration, and user-centric retirement solutions.
James explains why Smart Pension has leaned into private markets, what is behind their use of synthetic equities to free up capital for higher-return assets, and how their ‘four-pot’ retirement model could change the way members experience flexibility in later life. He also shares Smart Pension’s progress on ESG integration, their Net Zero 2040 goal, and thoughts on how technology and tokenisation could shape the next generation of pension investing.
This episode offers a deep dive into how modern pensions are adapting to a complex, uncertain, and opportunity-rich landscape.
United States
