Information for you and financial advisors
This page provides all the key documents and information to help you and any financial advisors better understand the Citi Pension Plans. It also includes the governance documents we’re required to share with our members.
As there are lots of different Citi Pension Plans, with varying rules, options and resources, not all of these documents will be relevant to all members. If you know the relevant Plan, you're ahead of the game and can pick the documents from the list below – we've tried to label them as clearly as possible to make it easy to find what you need. If you’re not sure which Plan, log into MyCitiPension to see the full Plan name at the top of each page.
Useful links
A guide to managing your pension online
This guide explains how to find your pension information, view investment choices, and generate benefit estimates.
Citi Pension Plan’s documents
Citi (UK) Pension Plan (CUPP)
Governance & TCFD documents
Investment information & Fund factsheets
Helpsheets
Citibank (UK) Pension Plan (Citibank)
Governance & TCFD documents
- Citibank DC Governance Statement to December 2024
- Citibank DB Implementation Statement to December 2024
- Citibank DC Implementation Statement to December 2024
- Citibank TCFD Year 1 Report
- Citibank TCFD Year 2 Report
- Citibank TCFD Year 3 Report
- Citibank DB Statement of Investment Principles 2023
- Citibank DC Statement of Investment Principles 2024
Investment information & Fund factsheets
Helpsheets
Citigroup Global Markets Ltd Pension & Life Assurance Scheme (CGML Scheme)
Governance & TCFD documents
- CGML Scheme DC Governance Statement
- CGML Scheme DB Implementation Statement
- CGML Scheme DC Implementation Statement
- CGML Scheme TCFD Year 1 Report
- CGML Scheme TCFD Year 2 Report
- CGML Scheme TCFD Year 3 Report
- CGML Scheme Statement of Investment Principles 2023
- CGML Scheme DB Statement of Investment Principles 2023
- CGML Scheme DC Statement of Investment Principles 2024
Investment information & Fund factsheets