DC Futures: the Smart way to zero-cost equity allocation

As part of our 2025 investment theme – resilience – we’re looking at how schemes can strengthen outcomes through capital allocation, climate considerations and continuity.  This latest DC Futures video focuses on capital allocation – and takes a closer look at one of the boldest strategies in the DC space: zero-cost equity. We sat down with James Lawrence, Investment Director at Smart Pensions, to explore how they’ve delivered this innovative approach for their members.

In this 15-minute bitesize video, James takes us through the story behind Smart Pension’s equity strategy, explaining how they’ve managed to implement a zero-cost allocation for their members. 

This conversation provides a unique opportunity to learn from one of the most forward-thinking voices in the DC industry and gain valuable insights into strategies that could shape the future of pensions. 

Click the link to watch the full interview to discover how Smart Pension sets a new standard for equity allocation in the DC space. 

If you have questions on anything covered, please don't hesitate to get in touch.

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This video is based upon our current understanding of events. It is designed to be a general summary of zero cost equity allocation, it does not constitute investment advice and is not specific to the circumstances of any particular employer or pension scheme. Please note where reference is made to legal matters, Hymans Robertson LLP is not qualified to provide legal opinions and you may wish to seek independent legal advice. Hymans Robertson LLP accepts no liability for errors or omissions.
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