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 Credit Suisse Section 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 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.
Your personal details are safe with us
You can be confident about giving us your personal details. As the Plan Trustees we are “data controllers” under the UK General Data Protection Regulation (GDPR), a regulation that aims to protect personal details by standardising the way organisations in the UK, hold, store and process personal details.
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).
Authorised service providers (and trusted senders) for the Credit Suisse Section
Contact details for the Credit Suisse Section 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:
On 1 July 2025, the third-party pension administration business of previous provider, Railpen, was acquired by Broadstone, who are also pension scheme specialists. Your DB benefits continue to be looked after in exactly the same way.
The staff of Railpen who worked on the Credit Suisse Section have also transferred to Broadstone and will continue to deliver the same excellent levels of service that you have come to expect. At the Trustee’s request, Broadstone will brand their services to the Credit Suisse Section as Fidelity, but you may come across the Broadstone name on occasion.
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 Credit Suisse 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 Credit Suisse Section, you should call the Credit Suisse Section administrator (Fidelity).