Expression of wish :: STAGING

Who is this for?

This form is for any member or pensioner who wishes to add or change their Expression of wish.

In certain circumstances, a lump sum may be payable from The Pearson Pension Plan (the Plan) when you die. The Trustee of the Plan will decide who should receive any discretionary lump sum benefit which becomes payable.

You can help the Trustee in making this decision by completing this form to indicate who you would like to receive the lump sum (if any). Please note that, while the Trustee will bear your wishes in mind when exercising its discretion, the Trustee is not legally bound by them.
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 your address
Look up address

Address line 1* - This is a required field 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
What would you like to do?

Member category

* Denotes required fields
Member Category* - This is a required field

Nominee 1

Percentage of benefit - Nominee #1Percentage of benefit* Title* - Nominee #1 Forename(s)* - Nominee #1 Surname* - Nominee #1

Address - Nominee #1

Country* - Nominee #1 Start typing Nominee #1 address
Look up Nominee #1’s address

Address line 1* Address line 2 - Nominee #1 Town - Nominee #1 County/State/Province/Region - Nominee #1 Postcode/Zip code - Nominee #1

Date of birth - Nominee #1*

Nominee #1 Day* of birth

Nominee #1 Month* of birth

Nominee #1 Year* of birth

Relationship of Nominee 1*

Nominee 2

Percentage of benefit - Nominee #2Percentage of benefit* Title* - Nominee #2 Forename(s)* - Nominee #2 Surname* - Nominee #2

Address - Nominee #2

Country* - Nominee #2 Start typing Nominee #2 address
Look up Nominee #2’s address

Address line 1* Address line 2 - Nominee #2 Town - Nominee #2 County/State/Province/Region - Nominee #2 Postcode/Zip code - Nominee #2

Date of birth - Nominee #2*

Nominee #2 Day* of birth

Nominee #2 Month* of birth

Nominee #2 Year* of birth

Relationship of Nominee 2*

Nominee 3

Percentage of benefit - Nominee #3Percentage of benefit* Title* - Nominee #3 Forename(s)* - Nominee #3 Surname* - Nominee #3

Address - Nominee #3

Country* - Nominee #3 Start typing Nominee #3 address
Look up Nominee #3’s address

Address line 1* Address line 2 - Nominee #3 Town - Nominee #3 County/State/Province/Region - Nominee #3 Postcode/Zip code - Nominee #3

Date of birth - Nominee #3*

Nominee #3 Day* of birth

Nominee #3 Month* of birth

Nominee #3 Year* of birth

Relationship of Nominee 3*

Nominee 4

Percentage of benefit - Nominee #4Percentage of benefit* Title* - Nominee #4 Forename(s)* - Nominee #4 Surname* - Nominee #4

Address - Nominee #4

Country* - Nominee #4 Start typing Nominee #4 address
Look up Nominee #4’s address

Address line 1* Address line 2 - Nominee #4 Town - Nominee #4 County/State/Province/Region - Nominee #4 Postcode/Zip code - Nominee #4

Date of birth - Nominee #4*

Nominee #4 Day* of birth

Nominee #4 Month* of birth

Nominee #4 Year* of birth

Relationship of Nominee 4*

Nominee 5

Percentage of benefit - Nominee #5Percentage of benefit* Title* - Nominee #5 Forename(s)* - Nominee #5 Surname* - Nominee #5

Address - Nominee #5

Country* - Nominee #5 Start typing Nominee #5 address
Look up Nominee #5’s address

Address line 1* Address line 2 - Nominee #5 Town - Nominee #5 County/State/Province/Region - Nominee #5 Postcode/Zip code - Nominee #5

Date of birth - Nominee #5*

Nominee #5 Day* of birth

Nominee #5 Month* of birth

Nominee #5 Year* of birth

Relationship of Nominee 5*

Charity/organisation 1

Percentage of benefit - Charity/organisation #1Percentage of benefit* Name of organisation #1*

Address - Charity/organisation #1

Charity/organisation #1 Country* Start typing your address
Look up Charity/organisation #1’s address

Address line 1*- Charity/organisation #1 Address line 2- Charity/organisation #1 Town- Charity/organisation #1 County/State/Province/Region- Charity/organisation #1 Postcode/Zip code- Charity/organisation #1

Charity/organisation 2

Percentage of benefit - Charity/organisation #2Percentage of benefit* Name of organisation #2*

Address - Charity/organisation #2

Charity/organisation #2 Country* Start typing your address
Look up Charity/organisation #2’s address

Address line 1*- Charity/organisation #2 Address line 2- Charity/organisation #2 Town- Charity/organisation #2 County/State/Province/Region- Charity/organisation #2 Postcode/Zip code- Charity/organisation #2

Charity/organisation 3

Percentage of benefit - Charity/organisation #3Percentage of benefit* Name of organisation #3*

Address - Charity/organisation #3

Charity/organisation #3 Country* Start typing your address
Look up Charity/organisation #3’s address

Address line 1*- Charity/organisation #3 Address line 2- Charity/organisation #3 Town- Charity/organisation #3 County/State/Province/Region- Charity/organisation #3 Postcode/Zip code- Charity/organisation #3

Charity/organisation 4

Percentage of benefit - Charity/organisation #4Percentage of benefit* Name of organisation #4*

Address - Charity/organisation #4

Charity/organisation #4 Country* Start typing your address
Look up Charity/organisation #4’s address

Address line 1*- Charity/organisation #4 Address line 2- Charity/organisation #4 Town- Charity/organisation #4 County/State/Province/Region- Charity/organisation #4 Postcode/Zip code- Charity/organisation #4

Charity/organisation 5

Percentage of benefit - Charity/organisation #5Percentage of benefit* Name of organisation #5*

Address - Charity/organisation #5

Charity/organisation #5 Country* Start typing your address
Look up Charity/organisation #5’s address

Address line 1*- Charity/organisation #5 Address line 2- Charity/organisation #5 Town- Charity/organisation #5 County/State/Province/Region- Charity/organisation #5 Postcode/Zip code- Charity/organisation #5

You must add at least one "Nominee" or "Charity/Organisation" before you can continue.

You must complete the fields in the "Nominee" or "Charity/Organisation" before you can continue.
Your declaration

Please tick the box below to confirm that you understand and acknowledge the statements.
I acknowledge that this notification cancels any previously submitted Expression of wish form. Under the terms of the applicable data protection legislation in the UK, I agree to the Trustee keeping records and using information about me for the purpose of administering the Plan.

In the event of any change in your circumstances or alteration to the details indicated, please submit an updated form.

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 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: 21-11-2024

Expression of wish

Who is this for?

Your details

Your name

Address

Date of birth*

Other information

What would you like to do?

Member category

Nominee 1

Address - Nominee #1

Date of birth - Nominee #1*

Nominee 2

Address - Nominee #2

Date of birth - Nominee #2*

Nominee 3

Address - Nominee #3

Date of birth - Nominee #3*

Nominee 4

Address - Nominee #4

Date of birth - Nominee #4*

Nominee 5

Address - Nominee #5

Date of birth - Nominee #5*

Charity/organisation 1

Address - Charity/organisation #1

Charity/organisation 2

Address - Charity/organisation #2

Charity/organisation 3

Address - Charity/organisation #3

Charity/organisation 4

Address - Charity/organisation #4

Charity/organisation 5

Address - Charity/organisation #5

Your declaration

Data protection

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