Managing your records

Fidelity is your first point of contact for most questions about your benefits.

We can help you more efficiently if you keep your personal details up to date – especially your contact details, so we can always get in touch with you. 

Update your personal details

This is one of the most important things you can do as a Fund member. As well as your home address and telephone number, please consider giving us a personal email address as these tend to change less often than work emails.

If you are currently working for Credit Suisse

You can update your personal details through Bubble. And remember: you must also update your details on Fidelity PlanViewer. Visit the Do it online page.

If you are not working for Credit Suisse

  • If you have DC or hybrid benefits, you can update your details through Fidelity PlanViewer.
  • If you have DB benefits, you can view and update basic personal details through Fidelity’s DB member website.

Visit the Do it online page.

Alternatively contact Fidelity.

Update your Selected Retirement Date

This is particularly important if you have DC benefits (that build up from contributions and investment returns). Based on your Selected Retirement Date:

  • the Lifestyle investment options, including the default investment option, automatically switch your retirement savings into different investments, and
  • Fidelity sends you retirement information.

Your Selected Retirement Date is assumed to be your Normal Retirement Age unless you have told Fidelity a different date. You can update your Selected Retirement Date through Fidelity PlanViewer (visit Do it online). Or, contact Fidelity by visiting the Getting in touch page. You should also contact Fidelity if you want to find out your Normal Retirement Age (and remember, different Normal Retirement Ages may apply to different parts of your benefits).

Your personal details are safe with us

You can be confident about giving us your personal details. As the Fund Trustees we are “data controllers” under the General Data Protection Regulation (GDPR), a European Union (EU) regulation that aims to protect personal details by standardising the way organisations throughout the EU gather, hold, store and process personal details.

We have produced a privacy notice setting out how we collect, store and use your personal details. You can find a copy in the Library.  

Authorised service providers (and trusted senders) for the Fund

Contact details for the Fund administrator (Fidelity) can be found on the 'Getting in touch' page.

Under Fidelity’s agreement with the Trustee, Fidelity has arranged for the defined benefit (DB) aspects of its administration service to be provided by a specialist DB pensions administration provider: Railpen (previously known as RPMI), based in Darlington who, at the Trustee’s request, brands their services to the Fund as Fidelity. This arrangement with Fidelity has served the Fund well for over 10 years.

From time to time the Trustee may also work with other service providers to run specific exercises.  For example, to trace members where we don’t hold up-to-date addresses.  

If you are contacted about your CS pension and asked to provide personal details, if you have any concerns about whether you are being contacted by an authorised service provider to the Fund, you should call the Fund administrator (Fidelity).  

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