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    1. Who is this for?

      This form is for pensioners of the Plan who wish to change their bank details.

      If the form is received after payroll cutoff (normally around 5th of the month) the change will be actioned on the following month’s payroll.

      If you are changing your bank details to an overseas account, you will need to upload a copy of a recent bank statement, that shows your name, address, and new account details. This is required for us to confirm your identity.

    2. Your details

      * Denotes required fields

      Your name

      Address

      Look up address

      Date of birth*

      Other information

    3. What would you like to do?

      * Denotes required fields

      Please complete only one of the tabs below.

      You must only complete fields in either "UK bank account" or "Overseas bank account".

      UK Bank Account

      Overseas Bank Account

      † applicable to US accounts only

      Please note:

      • We require as much information as possible so that your pension payment can be paid on time.
      • Pearson Pension Plan pays their pensions in sterling, you may incur a charge by your bank to convert this into the currency your account is held in.

      Please attach supporting documents

      In order for us to update your details, please can you attach a copy of your recent bank statement, that shows your name, address, and new account details.

      Note that there is a 5MB file size limit per file and only JPG, Word and PDF files can be attached.

      Please select the file number 1
      | Delete file number 1
      Please select the file number 2
      | Delete file number 2
      Please select the file number 3
      | Delete file number 3
      Please select the file number 4
      | Delete file number 4

      You must only complete fields in either "UK bank account" or "Overseas bank account".

    4. Your declaration

      Please tick the boxes below to confirm that you understand and acknowledge the statements.

      Data protection

      The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/ - This link opens in a new browser window. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.

      Date: 24-07-2024

    Thank you

    You will receive a confirmation email shortly.

    Your form will be processed by the pensions team. Please contact them directly if you have any queries.

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