MUFG and new trust join Smart Pension cap table as others reduce stakes
Published
Smart Pension Limited is a London-based financial technology company founded in 2014. Recent filings for the period ending 7 May 2026 show a series of adjustments among trust-based shareholders alongside the entry of a new corporate investor. MUFG Pension & Market Services (UK) Limited joined the cap table with 571 Series E2 Preferred Non-Voting shares.
Significant movement occurred within holdings managed by Philean Trust Company Limited. Philean Trust Company Limited as Trustee of the RWW Jersey Protector Trust entered the register with 50,000 Ordinary shares, while Philean Trust Company Limited exited its direct holding of the same amount. Simultaneously, four other Philean Trust entities reduced their positions by 39 percent. These include the Trustee of Shui Woon Chiu Great-Grandchildren Trust, which decreased from 113,850 to 69,138 shares, and three Grandchildren Trusts (No1, No2, and No3), which each reduced their holdings from approximately 99,675 shares to roughly 60,444 shares.
Chatleigh Limited, which is also a shareholder in BMLL Technologies Limited, exited the cap table. Major existing institutional shareholders remain in place, including Chrysalis Investments Limited with 2,450,507 shares, AQ Sweden Aggregator L.P. with 1,969,258 shares, and Link Group Administration Limited with 1,316,032 shares. Other significant holders include FIL Strategic Ventures Limited, Legal & General Investment Management (Holdings) Limited, and Barclays UK Investments Limited.
Shareholder data
Source: Companies House confirmation statement (CS01) — period to , filed .
Changes in this confirmation statement
| Type | Shareholder | Shares | Change | Share classes |
|---|---|---|---|---|
| Exited | PHILEAN TRUST COMPANY LIMITED | 50,000 | — | ORDINARY 50,000 |
| Exited | CHATLEIGH LIMITED | 0 | — | PREFERRED 0 |
| New shareholder | PHILEAN TRUST COMPANY LIMITED AS TRUSTEE OF THE RWW JERSEY PROTECTOR TRUST | 50,000 | — | ORDINARY 50,000 |
| New shareholder | MUFG PENSION & MARKET SERVICES (UK) LIMITED | 571 | — | SERIES E2 PREFERRED NON-VOTING 571 |
| Decreased | PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GREAT-GRANDCHILDREN TRUST | 69,138 | -39% | A8 ORDINARY 60,858 A7 ORDINARY 8,280 A5 ORDINARY NIL PAID 0 |
| Decreased | PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO3 | 60,449 | -39% | A8 ORDINARY 50,094 A7 ORDINARY 10,350 ELECTRONICALLY FILED DOCUMENT FOR COMPANY NUMBER: 09026697 0 A4 ORDINARY PART PAID 5 A1 ORDINARY 0 |
| Decreased | PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO1 | 60,444 | -39% | A8 ORDINARY 50,094 A7 ORDINARY 10,350 A1 ORDINARY 0 A4 ORDINARY PART PAID 0 |
| Decreased | PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO2 | 60,444 | -39% | A8 ORDINARY 50,094 A7 ORDINARY 10,350 A1 ORDINARY 0 A4 ORDINARY PART PAID 0 |
Current shareholders (40)
| Shareholder | Total shares | Share classes |
|---|---|---|
| CHRYSALIS INVESTMENTS LIMITED | 2,451,685 | PREFERRED 1,822,254 SERIES E PREFERRED 426,120 SERIES E2 PREFERRED 203,311 |
| AQ SWEDEN AGGREGATOR L.P. | 1,975,058 | SERIES E PREFERRED 1,329,703 SERIES E2 PREFERRED 645,355 |
| LINK GROUP ADMINISTRATION LIMITED (COMPANY NUMBER 08733801) | 1,316,032 | PREFERRED 192,630 PREFERRED NON-VOTING 1,016,992 SERIES E2 PREFERRED 61,354 SERIES E2 PREFERRED NON-VOTING 45,056 |
| FIL STRATEGIC VENTURES LIMITED | 786,622 | PREFERRED 485,151 SERIES E PREFERRED 108,127 SERIES E2 PREFERRED 193,344 |
| LEGAL & GENERAL INVESTMENT MANAGEMENT (HOLDINGS) LIMITED | 653,051 | ORDINARY 653,051 |
| DWS GROUP SERVICES UK LIMITED | 579,754 | PREFERRED 435,343 SERIES E PREFERRED 97,442 SERIES E2 PREFERRED 46,969 |
| BARCLAYS UK INVESTMENTS LIMITED | 486,099 | PREFERRED 192,632 PREFERRED NON-VOTING 157,627 SERIES E PREFERRED 80,067 SERIES E2 PREFERRED 55,773 |
| ZEDRA TRUST COMPANY (GUERNSEY) LIMITED (COMPANY NO. 24531) AS TRUSTEE OF THE SMART PENSION EMPLOYEE BENEFIT TRUST | 432,145 | A1 ORDINARY 216,537 A4 ORDINARY 23,663 A4 ORDINARY PART PAID 55,544 A5 ORDINARY 10,071 A5 ORDINARY NIL PAID 122,190 A6 ORDINARY 4,140 |
| UK FF NOMINEES LIMITED | 123,775 | PREFERRED 123,775 |
| ASTEROIDEBAKKEN AS | 112,000 | ORDINARY 112,000 |
| SOMERSTON FINTECH LIMITED | 76,643 | ORDINARY 56,117 PREFERRED 20,526 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF DGC GRANDCHILDREN'S TRUST | 71,480 | A1 ORDINARY 43,307 A4 ORDINARY PART PAID 11,656 A5 ORDINARY NIL PAID 16,517 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF JMC GRANDCHILDREN'S TRUST | 71,479 | A1 ORDINARY 43,307 A4 ORDINARY PART PAID 11,655 A5 ORDINARY NIL PAID 16,517 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GREAT-GRANDCHILDREN TRUST | 69,138 | A5 ORDINARY NIL PAID 0 A7 ORDINARY 8,280 A8 ORDINARY 60,858 |
| OCTOPUS ADMINISTRATIVE SERVICES LIMITED | 61,887 | PREFERRED 61,887 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO3 | 60,449 | A1 ORDINARY 0 ELECTRONICALLY FILED DOCUMENT FOR COMPANY NUMBER: 09026697 0 A4 ORDINARY PART PAID 5 A7 ORDINARY 10,350 A8 ORDINARY 50,094 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO1 | 60,444 | A1 ORDINARY 0 A4 ORDINARY PART PAID 0 A7 ORDINARY 10,350 A8 ORDINARY 50,094 |
| PHILEAN TRUST COMPANY LIMITED - TRUSTEE OF SHUI WOON CHIU GRANDCHILDREN TRUST NO2 | 60,444 | A1 ORDINARY 0 A4 ORDINARY PART PAID 0 A7 ORDINARY 10,350 A8 ORDINARY 50,094 |
| PHILEAN TRUST COMPANY LIMITED AS TRUSTEE OF THE RWW JERSEY PROTECTOR TRUST | 50,000 | ORDINARY 50,000 |
| EMAREL SERVICES (OVERSEAS) S.A. | 45,000 | ORDINARY 45,000 |
| LC NOMINEES LTD | 45,000 | ORDINARY 45,000 |
| BEG KALEH SERVICES LIMITED | 40,820 | ORDINARY 40,820 |
| SUEZ HOLDING LTD | 38,000 | ORDINARY 38,000 |
| REGENT HOUSE LIMITED | 32,163 | ORDINARY 28,058 PREFERRED 4,105 |
| DAVID MEDLOCK & PETER MEDLOCK AS TRUSTEES OF THE ST GEORGE'S PENSION SCHEME | 29,692 | PREFERRED 29,692 |
| NESLO PARTNERS NO. 2 LIMITED | 22,447 | ORDINARY 22,447 |
| SANNE FIDUCIARY SERVICES LTD | 20,495 | ORDINARY 20,495 |
| PETER MEDLOCK, MARK GOODMAN & ANTHONY AMBRIDGE, TRUSTEES OF THE HEBRON & MEDLOCK UNAPPROVED RETIREMENT BENEFIT SCHEME | 19,429 | PREFERRED 19,429 |
| PETER JOHN MEDLOCK, MARK TIMOTHY GOODMAN & PETER PHIPPS AS TRUSTEES OF THE MEDLOCK UNAPPROVED RETIREMENT BENEFIT SCHEME | 12,500 | ORDINARY 12,500 |
| ARENA ONLINE LTD | 10,000 | ORDINARY 10,000 |
| DAVID MEDLOCK, JACQUELINE MEDLOCK, PETER MEDLOCK & MARK GOODMAN, TRUSTEES OF THE MEDLOCK CHARITABLE TRUST | 9,714 | PREFERRED 9,714 |
| EMBARK PENSIONS TRUSTEES LTD AS TRUSTEES OF THE OPTIONS SIPP RE A EVANS | 8,419 | ORDINARY 8,419 |
| BARABAR TRUST | 5,865 | ORDINARY 5,865 |
| FIRST CORPORATE CONSULTANTS LTD | 4,199 | ORDINARY 4,199 |
| EMBARK PENSIONS TRUSTEES LTD AS TRUSTEES OF THE OPTIONS SIPP RE W WYNNE | 2,817 | ORDINARY 2,817 |
| THE 10TH LIMITED | 1,612 | ORDINARY 1,612 |
| CHEFCALUM LIMITED | 971 | ORDINARY 971 |
| KUERNOS LIMITED | 971 | ORDINARY 971 |
| MUFG PENSION & MARKET SERVICES (UK) LIMITED | 571 | SERIES E2 PREFERRED NON-VOTING 571 |
| BROMLEY INVEST LTD | 500 | ORDINARY 500 |
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