Catherine Reilly, US Director of Retirement Solutions at Smart said, “The Pension Research Council of the Wharton School has made significant contributions to understanding how people worldwide prepare for retirement, and we are delighted to support this effort. We look forward to working with our academic and business partners to advance research, explore policy issues, and develop innovative approaches to retirement in the United States and abroad.”
Dr. Olivia S. Mitchell, Professor of Insurance/Risk Management and Applied Economics/Policy, and Executive Director of the Wharton’s Pension Research Council at the University of Pennsylvania, said, “The Council is delighted to continue our research relationship and collaboration with Smart on matters of retirement security and financial literacy.”
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 close to a million savers entrusting over $3 billion in assets on the platform. Smart supports its clients with a 650 strong global team and saw over 2,000% growth in assets on its platform since 2018. Legal & General, J.P. Morgan, the Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, and DWS Group are all investors to date in Smart. For more information, please visit www.smartretire.com.
The Pension Research Council is committed to generating debate on key policy issues affecting pensions and other employee benefits. The Council sponsors interdisciplinary research on private pension and social security programs, as well as related benefit plans in the United States and around the world. It supports scholarly research on global aging, successful retirement, and retirement income security while facilitating access to research and data critical to the investigation of retirement security. Recent working papers are available for download at the Pension Research Council repository on Scholarly Commons.
The Wharton School of the University of Pennsylvania
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 18,000 participants in executive education programs annually and a powerful alumni network of more than 100,000 graduates.