Citi Steps - Moving On B

This section is all about gearing your pension savings up, ready to take them.

If you’re in the final stages of your retirement planning, it’s time to make the decisions that will help you enjoy the next chapter of your life – things like how to invest as you approach retirement, and what you can expect from the State Pension.

We’ll also tell you how you can keep in touch with Citi if you leave before you decide to take your pension savings

Remember – your Citi Plan isn’t your only source of income in retirement.

Your State Pension

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Do you know what your options are at age 55? You’ve got plenty of choice, find out what might work best for you.

Your options from 55

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Did you know Citi has an investment option in place for each of the retirement outcomes available?

Investing as you approach retirement

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Retirement isn’t just about money. It’s about the next chapter of your life. How do you want to spend it?

Plan your retirement

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Five things you need to know:

You might be entitled to a State Pension in addition to any other pension savings you have. Don’t forget to factor it into your plans too.
Investment is key as you approach retirement – you should review your options regularly.
Planning your retirement will help you understand how much you’ll need.
You have plenty of options at retirement, either through the Citi Plan or by transferring elsewhere first.
If you've left Citi before you take your money from the Plan, you should stay in contact with the Trustees and keep them updated if things change. You should also continue to manage your pension using MyCitiPension