The Pearson Pension Plan

Personal information

Title

Surname

Forename

Address

Postcode

Date of birth

National Insurance number*

Email address

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

Fund alteration

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

* If you have existing funds in the Jupiter ecology fund, please log into the Aviva membersite to make changes to your investments.

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.

Your declaration

I instruct Aviva to make the changes requested on this form.

Today's date

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 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.

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