What the Health Check reviews

GovernanceCSOSRulesFinancial MaintenanceInsuranceAdministrationRisk

The assessment covers 38 individual points across these eight areas, giving trustees a genuinely complete picture rather than a quick surface-level check.

Once the assessment is complete, you receive a clear 90-day corrective action plan — not just a list of problems, but a practical sequence for fixing them.

Your assessment dashboard
Compliant
Action Required
Priority Attention
Information Outstanding
Book Your Compliance Health Check