The Pearson Pension Plan

Personal information

Title

Surname

Forename

Date of birth

National Insurance number*

Email address

Mobile number

Spouse/Civil partner name (optional)

Spouse/Civil partner date of birth (optional)

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

Your member contributions

You may choose the level of contributions you want to pay within a range of options as shown below. Contributions are deducted as a % of pensionable salary, which is your basic salary at 1 April each year, restricted in accordance with The Pearson Pension Plan’s (the Plan) earnings cap. Minimum contribution 3% (default contribution if no selection made).

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%

Your declaration

I apply to switch from the AE Section to the MP03 Section of the Plan. I authorise the deduction of the appropriate member contributions from my pensionable salary and the transfer of my Pension Pot from the AE Section to the MP03 Section.

I understand that:

• My Pension Pot and ongoing contributions in the MP03 Section will continue to be invested in accordance with my current AE Section instruction.
• I may switch my investments or redirect future contributions at any time, currently at no extra charge via the Aviva website at www.aviva.co.uk/membersite, or by calling the Aviva Helpline on 0345 072 7204, or by completing the ‘Money Purchase 2003 (MP03) Section Switch form’.

I confirm that I have personally submitted this application to switch from the AE Section to the MP03 Section of the Plan.

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.