Expression of wish form

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.

    Personal information

    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(s)) % of benefit

    Nominee information (person(s)) % of benefit

    Nominee information (person(s)) % of benefit

    Nominee information (charity or organisation) % of benefit

    Your declaration

    Data protection

    The Trustee, as the controller under the EU General Data Protection Regulation, 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 https://www.pearson-pensions.com/privacy-notice/. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.


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