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    1. Who is this for?

      This form is for any member or pensioner who wishes to add or change their Expression of wish.

      In certain circumstances, a lump sum may be payable from The Pearson Pension Plan (the Plan) when you die. The Trustee of the Plan will decide who should receive any discretionary lump sum benefit which becomes payable.

      You can help the Trustee in making this decision by completing this form to indicate who you would like to receive the lump sum (if any). Please note that, while the Trustee will bear your wishes in mind when exercising its discretion, the Trustee is not legally bound by them.

    2. Your details

      * Denotes required fields

      Your name

      Address

      Look up address

      Date of birth*

      Other information

    3. What would you like to do?

      Member category

      * Denotes required fields

      Nominee 1

      Address - Nominee #1

      Look up Nominee #1’s address

      Date of birth - Nominee #1*

      Nominee 2

      Address - Nominee #2

      Look up Nominee #2’s address

      Date of birth - Nominee #2*

      Nominee 3

      Address - Nominee #3

      Look up Nominee #3’s address

      Date of birth - Nominee #3*

      Nominee 4

      Address - Nominee #4

      Look up Nominee #4’s address

      Date of birth - Nominee #4*

      Nominee 5

      Address - Nominee #5

      Look up Nominee #5’s address

      Date of birth - Nominee #5*


      Charity/organisation 1

      Address - Charity/organisation #1

      Look up Charity/organisation #1’s address

      Charity/organisation 2

      Address - Charity/organisation #2

      Look up Charity/organisation #2’s address

      Charity/organisation 3

      Address - Charity/organisation #3

      Look up Charity/organisation #3’s address

      Charity/organisation 4

      Address - Charity/organisation #4

      Look up Charity/organisation #4’s address

      Charity/organisation 5

      Address - Charity/organisation #5

      Look up Charity/organisation #5’s address


      You must add at least one "Nominee" or "Charity/Organisation" before you can continue.

      You must complete the fields in the "Nominee" or "Charity/Organisation" before you can continue.

    4. Your declaration

      Please tick the box 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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