Selected retirement age form :: Pearson Pensions

Please complete and submit this form if you are a member of either the Money Purchase 2003 Section, Auto Enrolment Section or have Additional Voluntary Contributions 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.

Please note that any change to your selected retirement age will be applied to all your records with Aviva that are in the Plan.

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Personal information

Title* - This is a required field

Surname* - This is a required field

Forename* - This is a required field

Date of birth* - This is a required field

National Insurance number* - This is a required field

Email address* - This is a required field

Selected retirement age (SRA)

Please confirm your SRA, this can be at any time between the ages of 55 and 74.* - This is a required field
SRA* - This is a required field

Your declaration* - This is a required field

I acknowledge that this notification cancels any previously submitted SRA form. In the event of any change in your circumstances or alteration to the details indicated, please submit an updated form.

Today's date* - This is a required field

Data protection

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.

The Pearson Pension Plan