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    1. Who is this for?

      This form is for active members of The Pearson Pension Plan (the Plan), who would like to investigate transferring other pension benefits into the Plan.

      The form will allow the pensions team to contact your previous pension provider to request a quotation. You will then be contacted with the details you need to make the decision on whether to proceed with the transfer.

      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 once your transfer is complete via Aviva’s secure online portal, MyWorkplace or by calling the Aviva helpline on 0345 072 7204.

    2. Your details

      * Denotes required fields

      Your name

      Address

      Look up address

      Date of birth*

      Other information

      Please confirm if you are a defined benefit member* - This is a required field:
    3. What would you like to do?

      Previous pension arrangement’s details

      Look up address


      Aviva will contact you on completion of this form in order to progress your transfer.

    4. 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.

      Date: 12-04-2024

    Thank you

    You will receive a confirmation email shortly.

    Your form will be processed by Aviva. Please contact them directly if you have any queries.

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