Sovereign Asset Management Limited, a subsidiary of the Sovereign Group and a fully regulated asset management company, is based in Gibraltar and regulated by the Gibraltar Financial Services Commission (FSC). SAM is not tied to any financial institutions such as banks or fund managers and retains its independence at all times.
Today’s flexible environment allows pension savers to enjoy more choice than ever about how they can accumulate and spend their retirement income. This can include moving your pension if you relocate and under certain circumstances, your pension can be transferred through HMRC recognised pension transfer schemes. These schemes enable participants to make consistent savings into a personal pension plan regardless of residence.
SAM has now designed an attractive solution to accommodate the transfer of smaller fund balances for clients wishing to benefit from such schemes meaning more individuals will be able to take advantage.
In SAM’s role as advisers to the trustees of such approved schemes, we complement a qualified personal pension with our selected range of high-quality funds, providing an excellent choice of investments. Our fund range typically caters for investments in GBP but upon request we can also offer other currency classes. Please see below for further information.