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 the Aviva membersite at http://www.aviva.co.uk/membersite or by calling the Aviva helpline on 0345 072 7204.

    Personal information

    Name of your previous pension arrangement

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

    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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