Home | Credit Suisse Group (UK) Pension Fund

Welcome to My CS Pension Place

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 Group (UK) Pension Fund (the “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.

New Trustee announcement

We are delighted that with effect from 1st August 2023, Independent Trustee Services Limited – who are part of the Independent Governance Group (“IGG”) – were appointed as the sole Trustee of the Fund.

The latest 2023 updates are now available on the Library page of this website.

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 Fund’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 any of these companies in the past?

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 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 Fund. 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.

On 1 June 2017 the Credit Suisse Master Trust was established. This is a separate scheme. The Fund 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?

Did you join Credit Suisse after 1 January 2000?

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.

Or, did you join Credit Suisse before 1 January 2000?

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

I think I've got benefits in the Fund but I don't have any paperwork.

You’ll need to contact Fidelity to begin with. Visit Help and contacts for their contact details.

I want to find out how much my pension benefits are currently worth.

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

I'm not near retirement yet. How can I plan for a better retirement?

There are a range of things you can do to improve your retirement outcome, whether you’re currently working for Credit Suisse or not. Visit Plan a better retirement for more details.

I'm thinking about transferring my benefits out of the Fund.

You’ll need to consider this carefully and take financial advice. Visit Options for your benefits for more information.

I'm concerned about tax and my pension, where do I look?

You can find information about the pension tax allowances – the annual and lifetime allowance – on the Pensions and tax page.

I'm thinking about retiring

I want to understand my retirement options.

A range of different options is available inside and outside the Fund. Visit Options for your benefits for more information.

I want to retire overseas.

There are a number of things you’ll need to think about. Go to the Options for your benefits section and the Retiring overseas page for more details.

I want to apply for ill-health retirement.

The options available to you depend on what kind of benefits you have, and you’ll need to provide medical evidence. Visit Options for your benefits and Retiring early because of ill-health for more information.

I want to understand dependants’ benefits

I think my late partner had UK benefits in a Credit Suisse pension, what benefits might I be entitled to?

For a general overview of the benefits available, go to Benefits for dependants. Or, contact Fidelity by visiting Help and contacts for their contact details.

I want to find out how divorce could affect my 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.

New tax allowances

Welcome from
the new Trustee

Do it online

Update your
personal details

Are you up to date?

Model your retirement

Plan a better retirement

Have you worked for any of these companies in the past?

Did you join Credit Suisse after 1 January 2000?

Or, did you join Credit Suisse before 1 January 2000?

I think I've got benefits in the Fund but I don't have any paperwork.

I want to find out how much my pension benefits are currently worth.

I'm not near retirement yet. How can I plan for a better retirement?

I'm thinking about transferring my benefits out of the Fund.

I'm concerned about tax and my pension, where do I look?

I want to understand my retirement options.

I want to retire overseas.

I want to apply for ill-health retirement.

I think my late partner had UK benefits in a Credit Suisse pension, what benefits might I be entitled to?

I want to find out how divorce could affect my benefits.

New tax allowances

Welcome from the new Trustee

Do it online

Update your personal details

Are you up to date?

Model your retirement

Plan a better retirement

Welcome to My CS Pension Place

New Trustee announcement

You may receive a letter or email regarding verification of your details

Who did you work for?

Have you worked for any of these companies in the past?

Which pension scheme are you in?

What kind of benefits do you have?

Did you join Credit Suisse after 1 January 2000?

Or, did you join Credit Suisse before 1 January 2000?

Why might you be looking here?

I want to find my benefits

I think I've got benefits in the Fund but I don't have any paperwork.

I want to find out how much my pension benefits are currently worth.

I want to understand more about what I can do with my benefits

I'm not near retirement yet. How can I plan for a better retirement?

I'm thinking about transferring my benefits out of the Fund.

I'm concerned about tax and my pension, where do I look?

I'm thinking about retiring

I want to understand my retirement options.

I want to retire overseas.

I want to apply for ill-health retirement.

I want to understand dependants’ benefits

I think my late partner had UK benefits in a Credit Suisse pension, what benefits might I be entitled to?

I want to find out how divorce could affect my benefits.

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Welcome from
the new Trustee

Update your
personal details