Sound scheme design

Sound design of a collective defined contribution scheme including the viability report, viability certificate and investment strategy.

Sound scheme design: introduction
The matters we will take into account when deciding whether we are satisfied that the design of a CDC scheme is sound.
Viability report
What a viability report must contain and the testing and modelling used by the trustees.
Viability certificate
What the scheme actuary must have regard to when preparing a viability certificate on the scheme design.
Investment
Requirements to shape, implement and monitor the investment strategy.

Page not useful?