Who is this for? This form is for members to confirm that they have booked or wish to book a meeting with Pension Wise as part of a request to retire or transfer from the Plan. Your details * Denotes required fields Your name Title*MrMrsMissMsDrProfTitle* - This is a required field Forename(s)* - This is a required field Surname* - This is a required field Date of birth* Day* of birth - This is a required fieldDD01020304050607080910111213141516171819202122232425262728293031 Month* of birth - This is a required fieldMM010203040506070809101112 Year* of birth - This is a required fieldYYYY20092008200720062005200420032002200120001999199819971996199519941993199219911990198919881987198619851984198319821981198019791978197719761975197419731972197119701969196819671966196519641963196219611960195919581957195619551954195319521951195019491948194719461945194419431942194119401939193819371936193519341933193219311930192919281927192619251924192319221921192019191918191719161915 Other information National Insurance number* - This is a required field For example QQ123456C Email address* - This is a required field Phone number* - This is a required field What would you like to do? * Denotes required fields Please only tick one answer from the choices below.* I have booked my own pension guidance appointment with Pension WiseI would like you to book me a pension guidance appointment with Pension WiseI believe that I do not need to take the pension guidanceI wish to opt-out from the requirement to obtain pensions guidance from Pension Wise and request the Trustee to proceed with my application to transfer/pay my benefits from the Plan Please complete the fields below: I have booked/attended an appointment with Pension Wise on the following date* Appointment Day* of birth - This is a required fieldDD01020304050607080910111213141516171819202122232425262728293031 Appointment Month* of birth - This is a required fieldMM010203040506070809101112 Appointment Year* of birth - This is a required fieldYYYY202520242023202220212020201920182017201620152014201320122011201020092008200720062005200420032002200120001999199819971996199519941993199219911990198919881987198619851984198319821981198019791978197719761975197419731972197119701969196819671966196519641963196219611960195919581957195619551954195319521951195019491948194719461945194419431942194119401939193819371936193519341933193219311930192919281927192619251924192319221921192019191918191719161915191419131912191119101909190819071906190519041903190219011900189918981897189618951894189318921891189018891888188718861885 I confirm that I will attend the appointment and will confirm if this does not go ahead Pension Wise reference number* - This is a required field My preferred day(s) and time(s) for the appointment are* - This is a required field Monday Tuesday Wednesday Thursday Friday AM(beforemidday) PM(aftermidday) Monday AMMonday PMTuesday AMTuesday PMWednesday AMWednesday PMThursday AMThursday PMFriday AMFriday PM Are there any particular dates that we should avoid? Dates to avoid* - This is a required field Pension Wise require you to provide a memorable word that they will quote when they call you, please enter this here* Memorable word* - This is a required field The team will try to book your appointment at a time that suits you, however if the time is unsuitable you will need to rearrange this directly with Pension Wise. Please select an option from the choices below* - This is a required field I am under age 50I have already received pensions guidance from Pensions Wise in the last 12 monthsI want to transfer to consolidate my pension benefits in one pension savings arrangementI am transferring to a contract-based scheme with a Financial Conduct Authority (FCA) regulated provider, such as a personal pension scheme or a self-invested personal pension scheme (SIPP)I have already been referred to guidance by the trustees or managers of a different scheme and have opted out of that guidance Your declaration Please tick the boxes below to confirm that you understand and acknowledge the statements. I understand that my request to retire or transfer from the Plan cannot proceed until the Trustee has received this completed 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: 21-12-2025 Thank you You will receive a confirmation email shortly. Back to Home
