PERSONAL INFORMATION FORM - Mercer UK 2025

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  1. Click ‘Get Form’ to open the PERSONAL INFORMATION FORM in our editor.
  2. Begin by filling out your personal details. Enter your preferred title, full name, maiden name, and preferred name if applicable. Ensure that your preferred name is correct as it will be used for your email address at Mercer.
  3. Provide your contact information including email address, home and mobile telephone numbers, and home address. Don’t forget to include your date of birth and National Insurance number, which is essential for payroll purposes.
  4. Complete the marital status section by selecting the appropriate option. Then, fill in details for two emergency contacts including their names, relationship to you, addresses, and phone numbers.
  5. Proceed to the bank details section where you will need to provide information about your bank or building society including account type and account number.
  6. In the education and training section, list your secondary school(s) along with any examinations taken and grades achieved. Include details of any higher education institutions attended.
  7. Fill out the employment history section by listing positions held over the last ten years in reverse chronological order. Include employer names, positions held, employment dates, salary details, and reasons for leaving.
  8. Address any gaps in employment history by providing dates and reasons for those gaps.
  9. Complete the declaration at the end of the form confirming that all information provided is accurate before signing and dating it.

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The most common Mercer UK email format is [first]. [last] (ex. jane.doe@mercer.com), which is being used by 92.0% of Mercer UK work email addresses. Other common Mercer UK email patterns are [last][firstinitial] (ex.
Aviva Aviva is the Mercer Master Trust administrator. It manages your Plan savings account from day-to-day. Avivas duties include processing Plan contributions, arranging investment fund switches and communicating with you from time to time on behalf of Mercer.
Aviva Aviva is the Mercer Master Trust administrator. It manages your Plan savings account from day-to-day.
Mercer is an American consulting firm founded in 1945. It is one of the four operating subsidiaries of global professional services firm Marsh McLennan (NYSE: MMC).
The Mercer Master Trust administrator will automatically send you details of your retirement choices six months before the date you are due to start drawing on your Plan savings. You can normally take up to 25% of your retirement savings as tax-free cash, as long as this is not more than 268,275.

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As of January 1, 2024, Aptia UK Limited (Aptia) acquired Mercers UK pension administration business.
Aviva Group services A composite insurer. Aviva Life and Pensions UK Limited. Aviva Health UK Limited. Aviva Life International Limited. Aviva Insurance Limited. Aviva Investors Global Services Limited.

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