The Pearson Pension Plan

Here you will find forms, booklets, Plan information and useful links.

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• Forms
  • AVCs Application form – DB members only
  • AVCs Application form – single one-off payment
  • Additional Voluntary Contributions (AVCS) fund switch form
  • Auto Enrolment (AE) Section application form
  • Bank details form
  • Change of details form
  • Expression of wish form
  • Fund switch form
  • Information request form
  • Internal Dispute Resolution Procedure form
  • Money Purchase 2003 (MP03) Section application form
  • Money Purchase 2003 (MP03) Section contributions change form
  • Money Purchase 2003 (MP03) Section switch form
  • Nominated dependant form
  • Opt-out form
  • Report a death form
  • Selected retirement age form
  • Submit a document form
  • Transfer in information request form
• Booklets and leaflets
  • Annual management charges ^{(PDF 91KB)}
  • Annuity lifecycle ^{(PDF 154KB)}
  • Cash lifecycle ^{(PDF 154KB)}
  • Disputes resolution procedure ^{(PDF 167KB)}
  • Drawdown lifecycle ^{(PDF 152KB)}
  • How to access your secure online account (DB members) ^{(PDF 1MB)}
  • How to register with Aviva Membersite ^{(PDF 587KB)}
  • Information for financial advisers ^{(PDF 1MB)}
  • Member Handbook ^{(PDF 3.9MB)}
  • Money Purchase 2003 (MP03) – Your options at retirement ^{(PDF 537KB)}
  • Pensions and redundancy ^{(PDF 127KB)}
  • The funds ^{(PDF 409KB)}
  • Safeguarded benefits ^{(PDF 170KB)}
  • Why join? ^{(PDF 753KB)}
• Section Information

  The summary of the benefits available from your section of the Plan is correct as at April 2022.

  A full description of the benefits payable from your section is included in the Rules of the Plan. If there are any inconsistencies or conflict between the information in the summary and the Rules, the Rules will override the summary on this website.

  When describing the benefits for leavers, the summary sets out the latest position as set out in the Rules. Different benefits may be payable to certain members depending on when someone left the Plan as things can get changed over time by the Company. The benefits which are payable from the Plan need to be in line with the tax rules and legal requirements for pension schemes as they apply from time to time to ensure that you are not affected by unexpected tax charges. The summary reflects the current pensions tax regime and legal framework.

  • Auto Enrolment Section
  • Camco Section
  • Civil Service Classic Section
  • Civil Service Premium Section
  • Dorling Kindersley Section
  • EDI Section
  • Extel Section
  • Fairey Section
  • Final Pay Section
  • Financial Times Section
  • Ladybird Section
  • Longman Group Section
  • Money Purchase 2003 Section
  • Paramount Section
  • Pearson Section
  • Penguin Section
  • Public Services Section
  • Thames Television Section
  • TQ Section
  • Tussauds Group Section
  • Westminster Press Group Section
  • Westminster Press Senior Executive Section
• Benefit statement assumptions

  Click here for previous versions of the ‘Benefit statement assumptions’ document listed below.

  • Benefit statement assumptions 2024
• Governance & financial reports

  Click here for previous versions of the ‘Governance & financial reports’ documents listed below.

  • Actuarial report 2023 ^{(PDF 390KB)}
  • Annual report to members 2024 ^{(PDF 2.8MB)}
  • Chair’s statement 2024 ^{(PDF 631KB)}
  • How the Plan is run
  • Implementation statement 2023 ^{(PDF 244KB)}
  • Investment Policy Implementation Document ^{(PDF 287KB)}
  • Pension News 2022 ^{(PDF 1.6MB)}
  • Report and Financial Statements 2023 ^{(PDF 2.5MB)}
  • Schedule of contributions ^{(PDF 111KB)}
  • Statement of Funding Principles ^{(PDF 238KB)}
  • Statement of Investment Principles ^{(PDF 368KB)}
  • Climate change report 2024 ^{(PDF 963KB)}
  • Valuation report 1 January 2021 ^{(PDF 1.8MB)}
• External sources of information
  • Government (external) – www.gov.uk/workplace-pensions - This link opens in a new browser window
  • Pension Wise – www.moneyhelper.org.uk - This link opens in a new browser window
  • The Financial Conduct Authority – www.fca.org.uk - This link opens in a new browser window
  • MoneyHelper – www.moneyhelper.org.uk/en/pensions-and-retirement - This link opens in a new browser window
  • The Office of the Pensions Ombudsman – www.pensions-ombudsman.org.uk - This link opens in a new browser window
  • The Pensions Regulator –  www.thepensionsregulator.gov.uk - This link opens in a new browser window