Documents
This page contains documents about the Fund and forms you might need.
If you can't find what you're looking for, please contact the administrators.
DC Plus information
Here are the documents you may need if you have benefits in the DC Plus section.
- Trustee DC Update – November 2023The latest issue of the Trustees' regular newsletter for members of the DC Plus section.
- DC Plus Account nomination formThis form is to nominate your beneficiaries in relation to your DC Plus Account.
- DC Plus guideA guide to the DC Plus section: contributions, building up benefits, taking benefits at retirement, benefits if you leave, benefits for dependants.
- Your investment choices guideA guide to all the investment options available in the DC Plus section, plus some basic investment education.
Your DC Plus Account and Fidelity's fees and charges
As part of its annual statement about DC governance (Chair’s statement), the Trustee publishes:
- details of charges and costs incurred by members over the year; and
- examples showing how the charges and costs can affect the growth of an average member’s DC benefits.
This can be found at: www.fidelitypensions.co.uk/costs-charges/CSGP.
In addition, Fidelity has a publicly-accessible web page listing all its fees and charges, including those for its investment funds. Visit: www.fidelity.co.uk/services/charges-fees.
DB section information
Here is the latest Trustee Update newsletter and Fund factsheets.These factsheets provide information for financial advisers giving you advice about your DB benefits, including transferring them out of the Fund.
- Trustee DB Update – November 2023The latest issue of the Trustees' regular newsletter for members with DB benefits.
- Fund factsheet – BZW Final Salary SectionScheme rules factsheet.
- Fund factsheet – Credit Suisse First Boston SectionScheme rules factsheet.
- Fund factsheet – Credit Suisse Retirement Benefits Plan Section Scheme rules factsheet.
- Fund factsheet – Donaldson, Lufkin & Jenrette International Retirement Savings Plan Defined Benefit SectionScheme rules factsheet.
- Fund factsheet – Swiss Volksbank Securities Limited Retirement Benefits Plan SectionScheme rules factsheet.
- DB Nomination FormThis form is to nominate your beneficiaries in relation to your Defined Benefit pension.
Report & Accounts
The Funds detailed annual reports including a full breakdown of the year’s accounts.
- Fund's Annual report and financial statement 2022Year dated 31 December 2022
General Fund information
The documents below contain more detailed information about the Credit Suisse Group (UK) Pension Fund and the way it works.
- The Trustee Chair's annual governance statement about DC benefitsThis document explains how the Fund’s DC benefits are managed.
- Privacy Notice (September 2023 Edition)This document explains how we keep your personal information safe in line with the General Data Protection Regulation (GDPR), which protects people’s personal details. As Trustees of the Fund we are regarded as “data controllers” under GDPR and this document sets out how we gather, hold and process your personal details for running the Fund and paying benefits.
- Credit Suisse Group (UK) Pension Fund – Climate Change ReportA report for members by the Trustee of the Credit Suisse Group (UK) Pension Fund (Fund Year to 31 December 2022).
- The Trustee's Statement of Investment Principles (May 2022)This document is the Trustee’s written statement of principles governing decisions about investments for the Fund.
Document Archive
Here is an archive of previously published Fund communications you may find interesting.
Archived DC Plus information
Here you'll find a number of archived documents associated with benefits in the DC Plus section.
- Trustee DC Update – Summer 2022The latest issue of the Trustees' regular newsletter for members of the DC Plus section.
- Trustee DC Update – September 2021The latest issue of the Trustees' regular newsletter for members of the DC Plus section.
- Trustee DC Update – August 2020The latest issue of the Trustees' regular newsletter for members of the DC Plus section.
- Trustee DC Update – June 2019The latest issue of the Trustees' regular newsletter for members of the DC Plus section.
Archived DB section information
Here you'll find a number of archived documents associated with DB benefits.
- Trustee DB Update – Summer 2022The latest issue of the Trustees' regular newsletter for members with DB benefits.
- Trustee DB Update – September 2021The latest issue of the Trustees' regular newsletter for members with DB benefits.
- Trustee DB Update – August 2020The latest issue of the Trustees' regular newsletter for members with DB benefits.
- Trustee DB Update – June 2019The latest issue of the Trustees' regular newsletter for members with DB benefits.
Archived Report & Accounts
The Fund’s detailed annual reports including a full breakdown of the year’s accounts.
- Fund's Annual report and financial statement 2021Year dated 31 December 2021
- Fund's Annual report and financial statement 2020Year dated 31 December 2020
- Fund's Annual report and financial statement 2019Year dated 31 December 2019