Nominated dependant form

This form is applicable only to members of the Final Pay Section and Money Purchase 2003 (MP03) Section.

A pension may be payable when you die. If you are married or in a registered civil partnership, the pension (if any) will usually be payable to your spouse or civil partner.

However, the Trustee has the discretion to pay whole or part of the pension to a person who you nominate and who in the Trustee’s opinion is financially dependent on you. If you wish the Trustee to consider someone who is financially dependent on you, please complete the boxes below, indicating the other person to whom you wish payment to be made. While the Trustee will bear your wishes in mind, the Trustee is not legally bound by them.

    Personal information

    Note: The Trustee has the discretion whether or not to accept this nomination. For guidance, the following conditions must be satisfied for the person you have nominated above to be accepted as a nominated dependant:

    1. You must specify a person, not an organisation (i.e. a charity or a club).
    2. The nominated person must have been financially dependent on you at the time of your death. Before a pension is paid, the nominated person will be asked to provide evidence of financial dependency (e.g. mortgage statements, utility bills). However, it is ultimately for the Trustee to decide if someone was financially dependent on you.
    3. The nomination must be unrevoked by you at the date of death. You may revoke this nomination at any time by writing to us at the address above. This nomination will be revoked automatically on your marriage or remarriage.

    Although I understand that the recipient(s) of the dependant's pension, in certain circumstances, is at the sole discretion of the Trustee, I would like it to consider the person named below.

    Nominee information

    Your declaration

    Please remember to complete a new nominated dependant form if your circumstances change.

    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.


    Was this page helpful?

    Contact us

    How the Plan is run

    News