Transfer in information request form

If you are an active member of The Pearson Pension Plan (the Plan), please complete this form if you wish the pensions arrangement you have detailed below to be contacted to obtain transfer details.

The transfer value will be invested in the same funds with Aviva that you have chosen for your current regular contributions (or if you are not paying regular contributions, in accordance with your latest investment instruction).

If you do not currently have a pension pot with Aviva, the transfer value will be invested in the default lifecycle option. Alternatively, you can switch funds via Aviva’s secure online portal, MyWorkplace or by calling the Aviva helpline on 0345 072 7204.

Personal information

Title

Forename

Surname

Address

Postcode

Email address

Date of birth

Please confirm if you are a defined benefit member:

YesNoI do not know

I authorise Aviva on behalf of the Trustee of the Plan to obtain and exchange information with the administrators of the following pension arrangement.Aviva will contact you on completion of this form in order to progress your transfer.

Name of your previous pension arrangement

The information below may help the administrators to trace your record. Please complete as much as possible.

Previous employer (if applicable)

Date of membership

Membership/policy number (if known)

Address

Postcode

Estimated transfer amount

Today's date

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 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.

The Pearson Pension Plan