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Systems and processes

IT functionality and maintenance, scheme governance, policies and procedures, and member communications in collective defined contribution (CDC) schemes.

Systems and processes: overview

Overview of the systems and processes that CDC schemes require.

IT functionality and maintenance

Requirements for the functionality and maintenance of effective IT systems.

Scheme governance

Ensuring that a scheme is well run and that issues are managed effectively.


Policies, processes and procedures needed to manage the trustee board, administration, investment, risk and actuarial matters.

Member communications

Having effective communications so that members understand the risks and benefits of the scheme.