Trustee compliance operating system
The governance layer that runs on top of the survival kit, built around your scheme's annual cycle.
Four parts, one annual cycle
Built around the Plan → Meet → Monitor → Review → Improve methodology
Part I — The Framework
The five pillars of trustee governance, and the operating rhythm that connects them.
Part II — Running The Board
Role allocation, the meeting flow, and the templates that make every meeting defensible.
Part III — Money & Compliance
Financial governance rules, spending authority, and the recurring Trustee Risk Score™.
Part IV — The Annual Operating Cycle
The compliance calendar, handover, dispute resolution, and the Annual Governance Certificate.
Annual cycle structure
Built to be reused every governance year, not just once.
209 fillable fields
Type directly into the PDF, no printing required.
Trustee Risk Score™
A recurring benchmark — complete it at term start, quarterly, pre-AGM and year-end.
Fully branded layout
Consistent navy and gold design throughout, 18 pages.
New here? The survival kit lays the foundation this system runs on top of.
Get the survival kit