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Information handling

Dealing with financial transactions, transfer requests, scheme records and data monitoring.

Financial transactions

How governing bodies should process transactions relating to contributions or assets held in respect of members.

Transfers out

Dealing with requests from scheme members to transfer their benefits to a different pension arrangement.

Record keeping

The details of information and data that governing bodies should keep as part of running a pensions scheme.

Data monitoring and improvement

The steps that governing bodies should take to monitor scheme data to make sure it is accurate and complete.