DEFERRED MEMBERS General YOUR INVESTMENT OPTIONS LEAFLET Newsletters CATERPILLAR DC NEWSLETTER - APRIL 2023 CATERPILLAR DC NEWSLETTER - APRIL 2022 CATERPILLAR DC NEWSLETTER - MARCH 2021 CATERPILLAR DC NEWSLETTER - MARCH 2020 CATERPILLAR DC NEWSLETTER - MARCH 2019 CATERPILLAR DC NEWSLETTER - MARCH 2018 CATERPILLAR DC NEWSLETTER - MARCH 2017 CATERPILLAR DC NEWSLETTER - MARCH 2016 CATERPILLAR DC NEWSLETTER - MARCH 2015 Fund factsheets UK SMALLER COMPANIES INDEX FUND OVER 15 YEAR GILTS INDEX FUND OVER 5 YEAR INDEX-LINKED GILTS INDEX FUND INVESTMENT GRADE CORPORATE BOND – ALL STOCKS – INDEX FUND PRE-RETIREMENT / DEFENSIVE FUND WORLD EMERGING MARKETS EQUITY INDEX FUND RETIREMENT INCOME MULTI-ASSET FUND GLOBAL REAL ESTATE EQUITY INDEX FUND UK EQUITY INDEX FUND JAPAN EQUITY INDEX FUND NORTH AMERICA EQUITY INDEX FUND EUROPE (EX UK) EQUITY INDEX FUND STERLING LIQUIDITY FUND ASIA PACIFIC (EX JAPAN) DEVELOPED EQUITY INDEX FUND DIVERSIFIED GROWTH FUND – LGIM 14 – CATERPILLAR LONG TERM GROWTH FUND – LGIM 13 – CATERPILLAR FUTURE WORLD GLOBAL EQUITY INDEX FUND ISLAMIC GLOBAL INDEX FUND Current & historic unit prices CURRENT & HISTORIC UNIT PRICES Forms INVESTMENT CHOICES CHANGE FORM Videos - DC Plan Updating nominations on OneView Tax allowance presentation DC retirement process DC Pension Basics - GB DC Pension Basics - NI DC Pension Intermediate - GB DC Pension Intermediate - NI DC Pension Retirement Journey Videos - general ScamSmart - Cold call ScamSmart - Pension review ScamSmart - Releasing your pension early The Power of Compounding What are my retirement options? Don't be a victim of Pension Scammers Retirement Living Standards – How much will I need to retire? Pension Wise The Lifetime Allowance - What is it and how it’s measured State Pension - Understanding your State Pension Accessing Tax Free Cash - How to access your pension Understanding Investing - Introduction to investing and why it matters How Annuities Work - Getting a secure income for life Governance CHAIR's DC STATEMENT – 2022 HIGHLIGHTS – CHAIR's DC STATEMENT GB 2022 HIGHLIGHTS – CHAIR's DC STATEMENT NI 2022 DC – STATEMENT OF INVESTMENT PRINCIPLES 2022 – IMPLEMENTATION STATEMENT DC – STATEMENT OF INVESTMENT PRINCIPLES – MARCH 2023 Privacy notices PRIVACY NOTICE GDPR - PRIVACY NOTICE COVER LETTER - DC GDPR - PRIVACY NOTICE COVER LETTER - DB Process documents DC TRANSFER OUT PROCESS DC TRANSFER IN PROCESS DC RETIREMENT PROCESS