Who is this for? This form is for members of the Pearson Pension Plan. Please complete this form if you believe that you have an Annual Allowance tax charge and would like to pay this using Scheme Pays. The form will ask you a number of questions and will confirm if you have a tax charge and, if so, if you are able to settle this using Scheme Pays. Your information * Denotes required fields Complete the following fields This form is for members of The Pearson Pension Plan and is intended to help members calculate their Annual Allowance tax charge. Please check the information carefully as incorrect entries will affect the calculation of the tax charge. What are the total contributions that you have paid to a DC arrangement in the 2023/24 tax year?* - This is a required field What is your marginal tax rate* - This is a required field: 20%40%45% Total annual allowance tax charge - This is a required field Based on the information that you have entered, you do not have an Annual Allowance tax charge, click ‘Back’ to return to the start of form or you can click here to return to the ‘Pension Savings Statement’ Home page. Based on the information that you have entered, you will have a tax charge, please complete this form if you would like to use Scheme Pays to settle your Annual Allowance tax charge. Based on the information that you have entered, your tax charge is less than £2,000 and you are therefore unable to use Scheme Pays to settle the Annual Allowance tax charge. You will need to settle this with HMRC directly through your Self Assessment tax return. Your details * Denotes required fields Your name Title*MrMrsMissMsDrProfTitle* - This is a required field Forename(s)* - This is a required field Surname* - This is a required field Other information Reference number* - This is a required fieldYour reference number can be found on your pension savings statement Phone number* - This is a required field Email address* - This is a required field National Insurance number* - This is a required field For example QQ123456C Date of birth* Day* of birth - This is a required fieldDD01020304050607080910111213141516171819202122232425262728293031 Month* of birth - This is a required fieldMM010203040506070809101112 Year* of birth - This is a required fieldYYYY20082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920191919181917191619151914 Address Select countryUnited KingdomAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua & BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaÅland IslandsBhutanBolivia (Plurinational State of)Bonaire, Sint Eustatius & SabaBosnia & HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Democratic Republic of)CongoCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island & McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic)Korea (Republic of)KuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension & Tristan da CunhaSaint Kitts & NevisSaint LuciaSaint Martin (French part)Saint Pierre & MiquelonSaint Vincent & the GrenadinesSamoaSan MarinoSao Tome & PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia & South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard & Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan (Province of China)TajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad & TobagoTunisiaTurkeyTurkmenistanTurks & Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVenezuela (Bolivarian Republic of)Viet NamVirgin Islands (British)Virgin Islands (U.S.)Wallis & FutunaWestern SaharaYemenZambiaZimbabweCountry* - This is a required field Start typing your address Look up address Address line 1* - This is a required field Address line 2 Town County/State/Province/Region Postcode/Zip code MPAA certificate document Click here to upload a copy of your MPAA certificate* Note that there is a 5MB file size limit per file and only JPG, Word and PDF files can be attached. Please select the file Choose file | Delete Complete the following fields I confirm that all the information entered is correct and that the Annual Allowance tax charge has been calculated correctly. I understand that once my request for Scheme Pays has been submitted it cannot be withdrawn. I confirm that I would like the Trustee to pay the Annual Allowance tax charge for the tax year 2023/24 directly to HMRC by deducting the equivalent amount from my pension. I understand that my benefits in the Plan will be adjusted to take account of the tax that will be paid on my behalf. I have declared the Annual Allowance tax charge on my Self Assessment tax return for the tax year shown. I understand that if any additional tax charge becomes due because of any incorrect statement I have made that I will be wholly and personally liable for any additional tax charge and any resultant penalty imposed by HM Revenue & Customs I am aware that it is my responsibility to ensure that submitting this form will have the desired effect on my financial affairs and that the Trustee of the Plan recommends I seek independent financial advice to assist with this decision*. The Trustee of the Plan is unable to provide me with financial advice. * You can find an independent adviser in your area on the MoneyHelper website - This link opens in a new browser window. Will you reach the age of 75 in the tax year to which this notice relates? YesNo Are you intending on receiving your pension under the Plan during this tax year? YesNo Please confirm the date on which you are intending to retire? Day of retirementDD01020304050607080910111213141516171819202122232425262728293031 Month of retirementMM010203040506070809101112 Year of retirementYYYY20292028202720262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920191919181917191619151914191319121911191019091908190719061905190419031902190119001899189818971896189518941893189218911890188918881887188618851884 Your declaration Data protection Please tick the box below to confirm that you understand and acknowledge the statements. 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 HM Revenue & 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 www.pearson-pensions.com/privacy-notice/ - This link opens in a new browser window. 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. Today's Date: Date: 22-10-2024 Thank you You will receive a confirmation email shortly. Your form will be processed by the pensions team. Please contact them directly if you have any queries. Back to Home
