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Changes to the Plan’s investment options

09.05.2024

The Trustee of The Pearson Pension Plan (the Plan) has decided to make some changes to the investment options available to members of the Plan. As a result, members will not be able to make any investment changes or access Aviva’s secure online portal, MyWorkplace - This link opens in a new browser window between 12 to 27 June 2024. 

During this period the following changes will take place:

  • in the drawdown lifecycle option:
    • the Blended index linked gilt fund will be replaced by the Annuity targeting fund and,
    • a cash allocation starting three years from retirement will be introduced, leading to a 10% allocation to cash at target retirement date  
  • the HSBC Islamic global equity Index fund will be added to the self-select option range.

To find out more information about the investment changes, please visit the investment change page


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