Selected retirement age form

Please complete and submit this form if you are a member of either the Money Purchase 2003 Section or Auto Enrolment Section and wish to select a retirement age other than the normal retirement age of 62. By changing your retirement age, your investment funds may change if you are in one of the lifecycle options due to the automatic fund switching process.

    Personal information

    Selected retirement age (SRA)

    Please confirm your SRA, this can be at any time between the ages of 55 and 74.

    Your declaration

    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.


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