Transfer in information request :: STAGING

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.
Your details

* Denotes required fields

Your name
Title* - This is a required field Forename(s)* - This is a required field Surname* - This is a required field

Address

Country* - This is a required field Start typing the address
Look up address

Address line 1 Address line 2 Town County/State/Province/Region Postcode/Zip code

Date of birth*

Day* of birth - This is a required field

Month* of birth - This is a required field

Year* of birth - This is a required field

Other information
National Insurance number* - This is a required field Email address* - This is a required field

Please confirm if you are a defined benefit member* - This is a required field:
YesNoI do not know
What would you like to do?

Previous pension arrangement’s details
Previous employer or pension arrangement Membership/policy number
Country* - This is a required field Start typing your address
Look up address

Address line 1* - This is a required field Address line 2 Town County/State/Province/Region Postcode/Zip code

Estimated transfer amount* - This is a required field

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.
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.
I confirm I understand that the data I provide will be used as outlined in the data protection statement. Today's Date:
Date: 03-02-2025

The Pearson Pension Plan

Transfer in information request

Who is this for?

Your details

Your name

Address

Date of birth*

Other information

What would you like to do?

Previous pension arrangement’s details

Your declaration

Data protection

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