The Pearson Pension Plan

• AVCs Application form – DB members only
• AVCs Application form – single one-off payment
• Additional Voluntary Contributions (AVCS) fund switch form
• Auto Enrolment (AE) Section application form
• Bank details form
• Change of details form
• Expression of wish form
• Fund switch form
• Information request form
• Money Purchase 2003 (MP03) Section application form
• Money Purchase 2003 (MP03) Section contributions change form
• Money Purchase 2003 (MP03) Section switch form
• Nominated dependant form
• Opt-out form
• Report a death form
• Selected retirement age form
• Submit a document form
• Transfer in information request form

• Annual management charges ^{(PDF 198KB)}
• Annuity lifecycle ^{(PDF 152KB)}
• Cash lifecycle ^{(PDF 152KB)}
• Disputes resolution procedure ^{(PDF 193KB)}
• Drawdown lifecycle ^{(PDF 149KB)}
• How to register with Aviva Membersite ^{(PDF 587KB)}
• Information for financial advisers ^{(PDF 203KB)}
• Member Handbook ^{(PDF 3.7MB)}
• Money Purchase 2003 (MP03) – Your options at retirement ^{(PDF 932KB)}
• Pensions and redundancy ^{(PDF 133KB)}
• The funds ^{(PDF 359KB)}
• The Reference Scheme Test (RST) ^{(PDF 243KB)}
• Why join? ^{(PDF 1MB)}

The summary of the benefits available from your section of the Plan is correct as at April 2022.

A full description of the benefits payable from your section is included in the Rules of the Plan. If there are any inconsistencies or conflict between the information in the summary and the Rules, the Rules will override the summary on this website.

When describing the benefits for leavers, the summary sets out the latest position as set out in the Rules. Different benefits may be payable to certain members depending on when someone left the Plan as things can get changed over time by the Company. The benefits which are payable from the Plan need to be in line with the tax rules and legal requirements for pension schemes as they apply from time to time to ensure that you are not affected by unexpected tax charges. The summary reflects the current pensions tax regime and legal framework.

• Auto Enrolment Section
• Camco Section
• Civil Service Classic Section
• Civil Service Premium Section
• Dorling Kindersley Section
• EDI Section
• Extel Section
• Fairey Section
• Final Pay Section
• Financial Times Section
• Ladybird Section
• Longman Group Section
• Money Purchase 2003 Section
• Paramount Section
• Pearson Section
• Penguin Section
• Public Services Section
• Thames Television Section
• TQ Section
• Tussauds Group Section
• Westminster Press Group Section
• Westminster Press Senior Executive Section

• Benefit statement assumptions 2023
  • Benefit statement assumptions 2022
  • Benefit statement assumptions 2021
  • Benefit statement assumptions 2020 ^{(PDF 68KB)}
  • Benefit statement assumptions 2019 ^{(PDF 67KB)}

• Actuarial report 2023 ^{(PDF 390KB)}
  • Actuarial report 2020 ^{(PDF 336KB)}
• Annual report to members 2023 ^{(PDF 1.7MB)}
  • Annual report to members 2022 ^{(PDF 1.1MB)}
  • Annual report to members 2021 ^{(PDF 2.9MB)}
• Chair’s statement 2023 ^{(PDF 262KB)}
  • Chair’s Statement 2022
  • Chair’s Statement 2021
• How the Plan is run
• Implementation statement 2022 ^{(PDF 273KB)}
  • Implementation Statement 2021
  • Implementation Statement 2020
• Investment Policy Implementation Document ^{(PDF 291KB)}
• Pension News 2022 ^{(PDF 1.6MB)}
• Report and Financial Statements 2022 ^{(PDF 2.1MB)}
  • Report and Financial Statements 2021 ^{(PDF 1.4MB)}
• Schedule of contributions ^{(PDF 321KB)}
• Statement of Funding Principles ^{(PDF 238KB)}
• Statement of Investment Principles ^{(PDF 374KB)}
• Task Force on Climate-Related Financial Disclosures report 2023 ^{(PDF 1.5MB)}
• Valuation report 1 January 2021 ^{(PDF 1.8MB)}

• Government (external) – www.gov.uk/workplace-pensions - This link opens in a new browser window
• Pension Wise – www.pensionwise.gov.uk - This link opens in a new browser window
• The Financial Conduct Authority – www.fca.org.uk - This link opens in a new browser window
• The Money and Pensions Service – www.moneyandpensionsservice.org.uk - This link opens in a new browser window
• The Office of the Pensions Ombudsman – www.pensions-ombudsman.org.uk - This link opens in a new browser window
• The Pensions Advisory Service – www.pensionsadvisoryservice.org.uk - This link opens in a new browser window
• The Pensions Regulator –  www.thepensionsregulator.gov.uk - This link opens in a new browser window