Welcome to My CS Pension Place
The website for members of the Credit Suisse Section of the UBS (UK) Group Pension Plan (“the Plan”).
This website is for you if, before 1 June 2017, you:
- worked for the Credit Suisse group of companies, or one of the companies listed below, in the UK, or
- built up UK benefits in the Credit Suisse Section, formerly the Credit Suisse Group (UK) Pension Fund.
This website is designed to give you information to help you understand:
- your benefits, including what you can and cannot do with them
- the options you have for retiring, so you can plan and make better decisions for you.
Some sections have expandable content. Wherever there's a sentence starting with an arrow inside a grey circle, click anywhere on the sentence to reveal more content.
Want to access your portal? (New)
Log into your portal for information about your Credit Suisse Section benefits, see how by clicking one of the options below.
Log into your account at www.mydbpension.com, where you can:
- Update your personal details
- Fill in or change your nomination form
- View the value of your pension at the point you stopped building up benefits.
Manage your account online at www.planviewer.co.uk or via the PlanViewer app. Use PlanViewer to:
- See your current balance
- Plan for the future using interactive tools
- Update your personal details
- Nominate your beneficiaries.
Market volatility
The ongoing conflict in the Middle East has heightened uncertainty and the resulting volatility in markets may be unsettling. You may see changes in the value of your pension as a result. Please rest assured that the Trustee, in conjunction with its expert advisers, continues to monitor the situation closely.
In general terms, your DC investment is based on a longer-term outlook rather than focussing too heavily on short-term market movements. Nevertheless, your DC investment decisions are in your hands and if you want to review your investments and consider whether your current allocation is right for you, the Plan offers a full range of Lifestyle and Freestyle investment options for members at all stages of their pension saving.
Please note this does not constitute financial advice. While the Trustee can provide you with information about the current investment options available to you, it can’t provide advice that is specific to your individual circumstances. Your choice of investment options will be based on several personal factors, including your attitude to taking risk and the length of time until your retirement. You may wish to seek your own independent advice.
Transferring DC members to the Fidelity Master Trust
We want to ensure our DC members are experiencing excellent value and increased flexibility when it comes to retirement options.
With this in mind, we’ve already moved a number of DC members, who we identified would benefit from this change, to the Fidelity Master Trust.
Please note, some DC members will remain in the Plan for the time being, as they have specific benefits within the Credit Suisse Section which require more detailed planning.
We've completed a buy-in with Legal & General – what does this mean for you?
During 2024 we completed a buy-in for the Credit Suisse Section with Legal & General. A buy-in is the purchase of a bulk annuity insurance policy for the defined benefits (DB) in the Credit Suisse Section.
This is a positive step for the Credit Suisse Section, increasing the security for DB members’ benefits.
There’s nothing you need to do and you won’t see any changes to the way we look after your benefits in the Credit Suisse Section.
To find out more, including how your data is shared with Legal & General, please have a look at our detailed communication about the buy-in. You can also get more information on how your data is held by Legal & General by reading their privacy notice.
The buy-in does not affect defined contribution benefits within the Credit Suisse Section.
A virtual 'Hello' from your Plan Trustee
Our role as Trustee is to look after your benefits in the Plan and we feel it’s important you know who we are.
The Trustee isn’t just one individual or a name on a letter. We’ve put together a short video for you to explain what we do and what our priorities are for the Credit Suisse Section.
Getting in touch
You can find out more about the Trustee on the 'Getting in touch' page.
You may receive a letter or email regarding verification of your details
From time to time we contact members to confirm that the information we hold for you is correct and up to date. Correct information ensures that we can continue to contact you with important information about your pension. It also helps us to prevent fraud.
In order to do this, we work with the Plan’s administrators, Fidelity, and an external data company. Currently we use LexisNexis Risk Solutions. LexisNexis works with lots of pension schemes like ours to help verify the information we hold for members.
If you receive a letter or email from Fidelity or LexisNexis Risk Solutions asking you to verify your details, please be assured this is a genuine request for information.
Who did you work for?
Have you worked for:
- Buckmaster & Moore;
- Credit Suisse AG, London Branch;
- Credit Suisse Asset Management Limited (CSAM);
- Credit Suisse Asset Management (UK) Holding Limited;
- Credit Suisse First Boston Limited or CS First Boston Limited;
- Credit Suisse First Boston (Europe) Limited [or First Boston (Europe) Limited];
- Credit Suisse International;
- Credit Suisse Securities (Europe) Limited;
- Credit Suisse (UK) Limited;
- Credit Suisse Quantitative and Systematic Asset Management (QSAM);
- CSFB Continental Ore Limited;
- Donaldson Lufkin & Jenrette; or
- White, Weld and Co Limited or Credit Suisse White Weld Limited.
The Credit Suisse Group (UK) Pension Fund started on 1 September 1971. This list may not include all the companies that participated in the Fund over the years. Working for one of these companies doesn’t necessarily mean you built up, or have any entitlement to, benefits from the Credit Suisse Section. If you think you may have UK Credit Suisse benefits but are not sure, please contact Fidelity.
Visit Help and contacts for their contact details.
Which pension scheme are you in?
Before 1 June 2017, the Credit Suisse Group (UK) Pension Fund was Credit Suisse’s main UK pension scheme. Since January 2026 this has been renamed the Credit Suisse Section, part of the UBS (UK) Group Pension Plan.
On 1 June 2017 the Credit Suisse Master Trust was established. This is a separate scheme. The Credit Suisse Section and the Master Trust are both administered by Fidelity.
If you only have benefits in the Credit Suisse Master Trust, this website is not relevant for you. Please contact Fidelity for information about your benefits. Visit Help and contacts for contact details.
What kind of benefits do you have?
If you joined Credit Suisse after 1 January 2000 you will only have defined contribution or DC benefits in the DC Plus section – these are benefits that build up from contributions and investment returns.
If you joined Credit Suisse before 1 January 2000 you may have defined benefit or DB benefits (based on salary and the length of time you were building up benefits), defined contribution or DC benefits (that build up from contributions and investments) or hybrid (DB and DC) benefits, in one or more of the following sections.
- BZW Final Salary Section (BZW DB) – DB benefits
- BZW Money Purchase Section (BZW DC) – DC benefits
- Credit Suisse First Boston Section (CSFB) - DB benefits
- CSAM Section (CSAM) - DC benefits
- Credit Suisse Retirement Benefits Plan Section (CSRBP) - DB benefits
- DC Plus Section (DC Plus) - DC benefits
- Donaldson, Lufkin & Jenrette International Retirement Savings Plan – Defined Benefit Section (DLJDB) - DB benefits
- Donaldson, Lufkin & Jenrette International Retirement Savings Plan – Defined Contribution Section (DLJDC) - DC benefits
- Money Purchase Section (ExDC) - DC benefits
- Swiss Volksbank Securities Limited Retirement Benefits Plan Section (SVB) – DB benefits
Not sure which section you are in? Contact Fidelity. Visit the Help and contacts page for their contact details.
Why might you be looking here?
I want to find my benefits
You’ll need to contact Fidelity to begin with. Visit Help and contacts for their contact details.
Depending on what kind of benefits you have, you may be able to do this online. Visit Do it online. Or, you can contact Fidelity. Visit Help and contacts for their contact details.
I want to understand more about what I can do with my benefits
There are a range of things you can do to improve your retirement outcome. Visit Plan a better retirement for more details.
You can find information about the pension tax allowances on the Pensions and tax page.
I'm thinking about retiring
A range of different options is available inside and outside the Credit Suisse Section. Visit Options for your benefits for more information.
I want to understand dependants' benefits
There are various options for sharing benefits on divorce or dissolving a civil partnership, depending on what kind of benefits you have.
For a general overview of the options go to Benefits for dependants, where you'll find information about the possible effect on your benefits of a divorce or dissolving a civil partnership.