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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        The journey so far...

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        With PensionBee a true game-changer in retirement savings

        It’s quite something to have transformed the UK retirement savings landscape for the better. But that’s exactly what CEO Romi Savova and her team at PensionBee have achieved.

        Recognising the problem that many people had multiple workplace retirement accounts, making it difficult for them to know how much they had saved or how much they might need for a more secure retirement, the team at PensionBee harnessed the power of tech to make it simpler for savers to combine their old workplace pensions into one straightforward, easy-to-manage retirement account. Giving them control over their retirement savings in the present, and via tools on their groundbreaking app, making it easier for them to save for the future.

        State Street Investment Management has been a champion of PensionBee from the beginning, taking a minority stake in the business and collaborating with Romi and her team to develop better, more innovative products for their savers.

        Partnership

        In 2017, State Street Investment Management took a minority equity stake in PensionBee, maintaining it over a number of subsequent funding rounds

        Collaboration

        State Street Investment Management worked with PensionBee to design a new customer needs-driven index, resulting in the new Climate Plan in the UK

        Investment management

        State Street Investment Management manage a majority of the investment plans that PensionBee offer to their UK customers

        “Together, we created and expanded the reach of innovative pension products like the Climate and the 4Plus Plans. Helping customers on their retirement journeys and aligning with their values and how they want to save.”

        Roni Savova, CEO PensionBee.

        Investment solutions

        PensionBee selected State Street Investment Management’s diversified investment plan as its new default plan for all customers over 50, transitioning its customers to the product

        Business strategy

        In the US, PensionBee exclusively use State Street Investment Management ETFs in their portfolios, and State Street provide significant marketing investment

        Global expansion support

        State Street Investment Management helped PensionBee launch its US offering by providing a specially designed range of model portfolios and marketplace insights.

        PensionBee are now setting out to deliver better outcomes for savers in the United States, in the same way they have for their customers in the UK. And State Street Investment Management is a key partner in that process, creating customised portfolios for PensionBee that invest in ETFs.

        The journey continues: State Street Investment Management has played a key role in PensionBee’s move into the US market

        MARKETING COMMUNICATION         

                                                                                                                 

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        State Street Global Advisors (SSGA) is now State Street Investment Management.  Please click here for more information.

         

        SSGA SPDR ETFS MAY NOT BE AVAILABLE OR SUITABLE FOR ALL. SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.

         

        Investing involves risk including the risk of loss of principal.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

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        FOR EUROPEAN SPDR ETFs and MANAGED FUNDS:

         

        Please refer to the Fund’s latest Key Investor Information Document (KIID) and Prospectus before making any final investment decision. The latest English version of the prospectus and the KIID can be found at www.ssga.com/ch/en_gb/institutional/ic/fund-finder. A summary of investor rights can be found here:

         

        Managed Funds: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-investors-rights-summary-non-etf-ireland.pdf

         

        SPDR ETFs: https://www.ssga.com/library-content/products/fund-docs/summary-of-investor-rights/ssga-spdr-investors-rights-summary.pdf

         

        Note that the Management Company may decide to terminate the arrangements made for marketing and proceed with de-notification in compliance with Article 93a of Directive 2009/65/EC.

         

        SPDR ETFs is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by Central Bank of Ireland as open-ended UCITS investment companies.

         

        SSGA SPDR ETFs Europe I & SPDR ETFs Europe II plc issue SPDR ETFs, and is an open-ended investment company with variable capital having segregated liability between its sub-funds. The Company is organized as an Undertaking for Collective Investments in Transferable Securities (UCITS) under the laws of Ireland and authorized as a UCITS by the Central Bank of Ireland.

         

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        FOR STRATEGIES:

         

        This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.
         

        US SPDR ETFs

         

        NOTICE TO PERSONS IN THE EUROPEAN ECONOMIC AREA ("EEA")

         

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        Some of the US domiciled SPDR ETFs mentioned in this site are alternative investment funds for the purpose of the European Union Alternative Investment Fund Managers Directive (Directive 2011/61/EU) (“AIFMD”). SSGA Funds Management, Inc. and State Street Global Advisors Trust Company are the alternative investment fund managers (“AIFMs”) of these Funds.

         

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        Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, visit ssga.com or talk to your financial advisor. Read it carefully before investing.

         

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        Exp: : 30.06.2026

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