The Pearson Pension Plan

Personal information

Title

Surname

Forename

Date of birth

National Insurance Number*

Email Address

Contact number

Selecting your retirement age

The normal retirement age of the Plan is 62. This is used to both provide retirement illustrations and as the basis of the automatic fund switching process if you are in any of the lifecycle options. You can choose a retirement age between 55 and 74. Please confirm your preferred retirement age below:
Retirement age

Personal contributions

Please select your monthly contribution rate, which is expressed as a percentage of your pensionable salary, from the box below:

Personal Contributions amount3%3.5%4%4.5%5%5.5%6%6.5%7%7.5%8%

Please note: Pearson pays in double the amount you do!

Investment selection

Your contributions will automatically be invested in the drawdown lifecycle option which invests in a set range of funds.

There are other investment options available. More information can be found on the Aviva membersite at www.aviva.co.uk/membersite.

Your declaration

I hereby apply for membership to the Money Purchase 2003 section of The Pearson Pension Plan and I agree to be bound by the Trust Deed & Rules. I also authorise the deduction of the appropriate member contributions from my pensionable pay. I confirm that I have not been granted Fixed Protection by HMRC.

Today's date

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.

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