Sovereign Workplace Pension Quote Request

Your Company

Company name(Required)

Registered address

Principal contact name(Required)

Position

Telephone

Email(Required)

Is your business a member of the GFSB and/or a part of the Sovereign Discount Card scheme and/or a user of EasyPay?

A discount to establishment fee may apply

Yes

No

Workforce and Membership

Number of employees eligible to join(Required)

Total annual payroll of eligible employees (£)(Required)

Anticipated number of members(Required)

Total annual payroll of anticipated members (£)(Required)

Number of payrolls run(Required)

Scheme Choice

Which scheme(s) are you interested in?

Sovereign Foundation Plan

Sovereign Core Plan

Sovereign Tailored Plan

I'm not sure – please advise

Click here to find learn more about schemes.

Contributions

The statutory minimum under the Private Sector Pensions Act 2019 is 2% of basic salary from each of employer and employee. You are welcome to set a higher rate.

Employer Contribution (%)

Employee Contribution (%)

Investment Fund Choice

Please select a default risk profile for members. Funds are risk-rated and monitored by Sovereign Wealth. The chosen fund will have an annualised return which will be subject to market changes. This is for illustration only and is not guaranteed. This just tells us where to start, it isn't final.

Default risk profile for members(Required)

Additional notes

Consent(Required)

I consent to Sovereign Pension Services (Gibraltar) Limited using this information to prepare a scheme illustration and to be contacted about it.

Your illustration will set out the applicable costs in full, including our annual administration fee of 1% of Assets Under Administration (AUA). Where an illustrative annualised return is shown, this figure already takes into account the underlying fund charges applied by the investment house.

Any quotation or illustration provided in response to this form is indicative only and is based solely on the information submitted. It does not constitute a formal offer, a binding quotation, or a commitment on the part of Sovereign Pension Services (Gibraltar) Limited to provide a scheme on the terms illustrated. Actual costs, contributions, and fees may differ once full company and membership data has been verified and the scheme has been formally reviewed. This form does not constitute an application for a pension scheme and no scheme will be established on the basis of this submission alone.

Sovereign Pension Trustee (Gibraltar) Limited, Permission Number 29721, and Sovereign Pension Services (Gibraltar) Limited, Permission Number 21764, are both licensed and regulated by the Gibraltar Financial Services Commission. Registered office: Sovereign Place, PO Box No 564, 117 Main Street, Gibraltar GX11 1AA. Submitting this form does not constitute a pension application; figures are used to prepare an illustration only.