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.

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