The Pearson Pension Plan

If your personal details have changed, please notify us as soon as possible so we can keep in contact with you about your pension.

These changes include:

• changing your name (we will ask for proof of your name change)
• updating your address
• updating your beneficiaries.

You can update your details quickly and easily by completing one of our online forms, you can find links to these below.

Could you save money by taking advantage of the marriage allowance?

The marriage allowance is a UK tax benefit that could save you and/or your partner tax. It allows you to transfer a portion of your personal allowance (the amount of income you earn before paying tax) to your spouse or civil partner, reducing the amount of tax that the higher earner might have to pay.

To be eligible for the marriage allowance:

• you must be married or in a civil partnership
• the partner transferring their allowance must be a non-taxpayer or earning below the personal allowance
• the partner increasing their allowance must be at least a basic rate taxpayer.

You can find links below to GOV.UK and the MoneyHelper websites where you can read more about the marriage allowance.

Please note that the marriage allowance should not be confused with the married couple’s allowance. To be eligible for the married couple’s allowance the marriage must have taken place before 5 December 2005 and one partner would have to be born before 6 April 1935. For more information on the married couple’s allowance please use the link to the government’s website below.

The benefits available in the event of your death

If you die, your spouse/civil partner may be entitled to benefits from the Plan. The benefit payable will be based on the section of the Plan you belong to and whether you are still contributing to the Plan, have left the Plan, or are in receipt of a pension from the Plan.

You can read more about the benefits payable from each section of the Plan on the section information sheets available on our website. If you are not sure which section you are in, you can also check this on our website (you will need your National Insurance number to hand). You can find the link below.