Expression of wish form :: Pearson Pensions

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

You can help the Trustee in making this decision by completing the boxes below indicating 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.

* Denotes a required field

Personal information

Title* - This is a required field

Surname* - This is a required field

Forename* - This is a required field

Date of birth* - This is a required field

National Insurance number* - This is a required field

Email address* - This is a required field

Address* - This is a required field

Postcode* - This is a required field

Member category

Member Category

Please note: Pensioners – This form would not apply to you if you have been receiving your pension from the Plan for over 5 years.

Nominee information (person #1)	% of benefit*
Surname of Nominee #1* - This is a required field Forename of Nominee #1* - This is a required field Address of Nominee #1* - This is a required field Postcode of Nominee #1* - This is a required field Date of birth of Nominee #1* - This is a required field Relationship of Nominee #1* - This is a required field	Percentage of benefit for Nominee #1* - This is a required field

Nominee information (person #2)	% of benefit
Surname of Nominee #2 Forename of Nominee #2 Address of Nominee #2 Postcode of Nominee #2 Date of birth of Nominee #2 Relationship of Nominee #2	Percentage of benefit for Nominee #2

Nominee information (person #3)	% of benefit
Surname of Nominee #3 Forename of Nominee #3 Address of Nominee #3 Postcode of Nominee #3 Date of birth of Nominee #3 Relationship of Nominee #3	Percentage of benefit for Nominee #1

Nominee information (charity or organisation)	% of benefit
Name of organisation Organisation Address Organisation Postcode	Percentage of benefit for organisation

Your declaration

I acknowledge that this notification cancels any previously submitted expression of wish form. Under the terms of the applicable data protection legislation in the UK, I agree to the Trustee keeping records and using information about me for the purpose of administering the Plan. In the event of any change in your circumstances or alteration to the details indicated, please submit an updated form.
Today's date* - This is a required field

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 Her Majesty’s Revenue and 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.

I confirm I understand that the data I provide will be used as outlined in the data protection statement.

The Pearson Pension Plan