Key responsibilities and accountabilities
Documentation governance and version control
Accountabilities:
Maintain the master documentation register – a living matrix of every document by category, product, version, effective date, owner, last review date and next review date.
Operate a formal change-control workflow: Compliance, Legal, Product, Operations and (where relevant) Risk sign-off before any document goes live.
Ensure only current, approved versions are in circulation across client portals, adviser portals, form.io, PDF packs, SharePoint and internal knowledge bases. Obsolete versions are archived with retention metadata intact.
Maintain audit-ready evidence trails for every change – what changed, why, who approved it, when it went live, and which client cohorts were affected. Produced on demand for internal audit, Compliance reviews and FSCA queries.
Own the document retention schedule in line ...