Fund switch form

This form is applicable only to members of the Money Purchase 2003 (MP03) Section and Auto Enrolment (AE) Section.

Please complete this form and press submit. The form will then go to Aviva to be actioned. You will receive a confirmation email shortly.

Personal information

If you wish to select a retirement age other than age 62, please confirm your selected retirement age. This can be at any time between the ages of 55 and 74. Please confirm your preferred retirement age below:

Fund alteration

Existing funds
If you wish to move the balance of one fund into another fund, please complete the details below.

Existing
fund(s)
Proportion to
be switched (%)
New
fund(s)
Add Row

Redirection of future contributions
If you wish to change the funds or the percentage you invest for future contributions, please complete the details below.

Select your own funds
Please indicate your choice of up to ten funds (in whole percentages only) – unless you select one of the lifecycle options in which case 100% of your contributions must be invested in this option.

Fund name Allocation %

OR

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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