The Pearson Pension Plan

Personal information

Title

Forename

Surname

Address

Postcode

Email address

Date of birth

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 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.

I confirm I understand that the data I provide will be used as outlined in the data protection statement.