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    1. Who is this for?

      You can use this form if you are:

      • an active, deferred or pensioner member of the Plan
      • a dependant or beneficiary of an active, deferred or pensioner member of the Plan
      • a prospective member of the Plan
      • anyone who has been in any of the above categories in the six months before making an application under the procedure,
      • anyone who claims to be in one of the above categories and the complaint relates to this claim, or the representative of anyone in the above categories

      This form should not be used if:

      • any proceedings have already begun in a court or tribunal, or
      • the Pensions Ombudsman has started an investigation into a complaint made or a dispute referred to them
      IDRP Policy
      Please use the dropdown to select if you are the member or prospective member or whether you are completing the form as one of the other eligible groups noted above.

      If you are completing the form as a third party on behalf of the member or a beneficiary, we will need a letter of authority to release information to you. This can be uploaded when you complete the form.

      If you are a member or prospective member and would like the reply to go to another party, please select I am someone else where you will be able to enter their details.

      The Money and Pensions Service is available to assist members and beneficiaries in connection with any difficulty with the scheme, you can read more at:

      https://www.moneyhelper.org.uk - This link opens in a new browser window

      The Trustee's IDRP Committee will consider your complaint on behalf of the Trustee and will write to you telling you of its decision within four months of receiving your complaint or within 21 days of reaching a decision. If a response cannot be sent within these timeframes, you will be given an explanation for the delay and an expected date for the Trustee’s decision.

    2. Your details

      * Denotes required fields

      Your personal details

      Address

      Look up address

      Date of birth*

      NI Number

      Other information

      Relationship to the member* - This is a required field

      If you have not already provided a letter of authority, please attach a copy of this below.

      Note that there is a 4MB file size limit per file and only JPG and PDF files can be attached.

      Please select the file number 1
      | Delete file

      Please select who the response should be sent to* - This is a required field:

      Member or dependant’s details

      * Denotes required fields

      Member’s personal details

      Address

      Look up member / dependant’s address

      Member or dependant’s date of birth*

      Member or dependant’s NI Number

    3. What would you like to do?

      * Denotes required fields

      Please give full details of your complaint and why you would like it to be considered by the Trustee. If you have already made a complaint about this matter to the pensions team, please provide any additional information or details that were not included in your original complaint.

      If you prefer to upload a document with details of your complaint, you can upload this below. If you do not have any additional information to add to your document, please enter “See attached” in the boxes below.

      Please attach any additional documents that you would like to submit to support your complaint. You do not need to re-send any documents already provided.

      Note that there is a 4MB file size limit per file and only JPG and PDF files can be attached.

      Please select the file number 2
      | Delete file number 2
      Please select the file number 3
      | Delete file number 3
      Please select the file number 4
      | Delete file number 4
    4. Your declaration

      Please tick the box below to confirm that you understand and acknowledge the statements.

      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.

      Date: 21-11-2024

    Thank you

    You will receive a confirmation email shortly.

    Your complaint will be passed to the Trustee to consider.

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