SOC 2 Type II Policies for UK SaaS

13 policies mapped to all 5 Trust Services Criteria — security, availability, confidentiality, processing integrity and privacy. Built for UK SaaS selling to US buyers.

SOC 2 Type II AICPA TSC UK SaaS

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What is SOC 2?

Quick answer. SOC 2 is an auditor-issued attestation developed by the AICPA, reporting on a service organisation's controls against five Trust Services Criteria (Security — always in scope — plus optional Availability, Confidentiality, Processing Integrity and Privacy). Type I reports controls at a point in time; Type II tests operating effectiveness over 3–12 months and is what US enterprise procurement almost always wants to see.

SOC 2 is an auditor-issued attestation developed by the American Institute of Certified Public Accountants (AICPA). It reports on a service organisation's controls relevant to five Trust Services Criteria: Security (always in scope), plus optional Availability, Confidentiality, Processing Integrity and Privacy.

UK SaaS firms typically encounter SOC 2 when selling to US enterprise buyers — it's the North American analogue of ISO 27001. Type I reports on controls at a point in time; Type II tests operating effectiveness over a 3–12 month period and is what US procurement almost always wants to see.

Who needs SOC 2?

Quick answer. UK SaaS firms selling to US enterprise buyers (the North American analogue of ISO 27001), fintech and financial-services SaaS (often required alongside ISO 27001), MSPs handling US customer data at scale, scale-ups raising US venture capital (Type II increasingly requested in diligence), and data-processing or analytics providers where Processing Integrity matters to the customer.

  • UK SaaS firms selling to US enterprise — requested by almost every US vendor-risk team.
  • Fintech and financial-services SaaS — frequently required alongside ISO 27001.
  • Managed service providers handling customer data at scale for US clients.
  • Scale-ups raising US venture capital — investor due diligence increasingly requests SOC 2 Type II.
  • Data-processing and analytics providers where processing integrity criteria matter to the customer.

Policies you need for SOC 2

Quick answer. AICPA does not prescribe a fixed list, but auditors expect documented policies behind every Trust Services Criterion. Typical scope for UK SaaS running SOC 2 Type II is 13 policies: security, availability, confidentiality, processing-integrity, privacy, vendor-management, change-management, access-control, incident-response, risk-assessment, business-continuity, data-classification and security-awareness.

AICPA doesn't prescribe a fixed policy list, but auditors expect documented policies behind every control. These 13 are the typical scope for a UK SaaS running SOC 2 Type II — all covered by our ISO 27001 Core Set plus NIST CSF Alignment packs:

Security Policy

Common criteria — top-level ISMS policy aligned to TSC CC1–CC9.

Availability Policy

Uptime SLAs, capacity management, DR and backup criteria.

Confidentiality Policy

Confidential-data handling, encryption, secure disposal.

Processing Integrity

Input validation, error handling, output accuracy controls.

Privacy Policy

AICPA privacy criteria plus UK GDPR alignment.

Vendor Management

TSC CC9 — third-party risk, SOC reports from sub-service orgs.

Change Management

TSC CC8 — approved, tested, documented changes.

Access Control

TSC CC6 — logical and physical access, MFA, JML.

Incident Response

TSC CC7 — detection, response, notifications to customers.

Risk Assessment

TSC CC3 — annual risk assessments with treatment plans.

Business Continuity

RTO/RPO, tested DR plan, executive BC policy.

Data Classification

Classification scheme, handling rules, labelling.

Security Awareness

Training cadence, phishing simulations, role-based modules.

Realistic timeline to SOC 2 Type II

Quick answer. 9–12 months from day zero to a first SOC 2 Type II report — driven by the required 3–12 month observation period, not the policy work. PolicySuite produces 13 bespoke policies in 48 hours; controls + acknowledgements take 3–4 weeks; a Type I interim report is often issued at month 2–3 for sales unblocking; Type II audit fieldwork happens at month 9–12.

From day zero, most UK SaaS firms are 9–12 months to a first SOC 2 Type II report — driven by the required observation period, not the policy work.

  1. Week 1–2: Scoping — which TSCs, which systems, which CPA audit firm. Buy a PolicySuite pack and get 13 bespoke policies in 48 hours.
  2. Week 3–6: Implement controls, collect staff acknowledgements, update infrastructure to match.
  3. Month 2–3: Consider a Type I report as an interim milestone for sales.
  4. Month 3–9: Operate controls consistently — the observation period. Evidence collection is continuous.
  5. Month 9–12: Type II audit fieldwork and report issuance.

PolicySuite vs GRC platforms vs consultant vs DIY

Quick answer. SOC 2-focused GRC platforms (Vanta, Drata, SecureFrame) automate evidence collection but expect bring-your-own policies — typically £15k–£50k/year + a separate CPA audit fee of £15k–£40k. Big-4-style consultants charge £25k+ for a SOC 2 readiness engagement. DIY templates rarely match TSC mapping. PolicySuite produces TSC-mapped, audit-ready policies in 48 hours from £400.

UK SMEs typically compare four routes when sourcing compliance policies. Here's how they stack up on the decisions that matter.

PolicySuite GRC platforms
(Vanta, Drata, SecureFrame)
Compliance consultant DIY templates
Typical cost £250–£1,500 one-off £10k–£40k per year £5k–£30k one-off £0 + your time
Pricing model Lifetime purchase Annual seat-based Project fee Free (indefinite effort)
Time to policies ready 48 hours 4–8 weeks setup 8–16 weeks Months — rarely finished
UK-specific content Built for UK SMEs Partial — US-originated If UK consultant Partial — boilerplate templates only
Bespoke to your business LLM-tailored from your answers Partial — fill-in-the-blank Yes — manual Generic template
Framework coverage 197 frameworks · 8 jurisdictions 20–50 frameworks Whatever the consultant knows Up to you to find
Audit-ready evidence Acknowledgements, distributions, version history Strong — but seat-priced You track it yourself You track it yourself
Suits <50-person SMEs Designed for UK SMEs Price-prohibitive at SME scale Sometimes — depends on scope If you have the time
Cost to switch away You own the docs — export anytime Lose access on cancellation You own the docs You own the docs

See full head-to-head comparisons →

Frequently asked questions

What policies does SOC 2 Type II require?

SOC 2 doesn't prescribe a fixed list but the AICPA Trust Services Criteria expect documented policies covering information security, access control, change management, vendor management, incident response, risk assessment, business continuity, data classification, security awareness, and — if in scope — availability, confidentiality, processing integrity, and privacy. Most UK SaaS firms maintain 12–15 policies for SOC 2 Type II.

Type I vs Type II — which should a UK SaaS start with?

Type I is a point-in-time assessment; Type II tests operating effectiveness over a 3–12 month period. US enterprise buyers almost always ask for Type II. Many UK SaaS firms do Type I first (£10–20k) as a six-month stepping stone, then Type II (£20–40k for a UK SME) once controls have run long enough to test.

Is SOC 2 recognised in the UK?

SOC 2 is an AICPA standard and is usually requested by US buyers. UK buyers typically ask for ISO 27001. UK SaaS firms serving US enterprise markets often need both — our NIST CSF Alignment pack is designed to bridge the two without doubling policy count.

How much does SOC 2 Type II cost for a UK SME?

Budget £20,000–£40,000 for the audit from a CPA firm, plus consultant or tooling costs. Expect 3–6 months of observation period before audit fieldwork. PolicySuite replaces the policy-drafting element (typically £5–10k of consultant time) with a one-off pack purchase.

Do I need SOC 2 if I already have ISO 27001?

Not usually for UK/EU buyers. You'll want SOC 2 Type II when US enterprise procurement asks for it. The two standards share most controls — adding SOC 2 on top of ISO 27001 mainly means producing a SOC 2-format report and running the audit observation period.

What does the SOC 2 policy pack include?

ISO 27001 Core Set (16 policies) plus NIST CSF Alignment Pack (12 policies) cover all 5 Trust Services Criteria and common criteria controls. The InfoSec 38 Enterprise Pack adds deeper SOC 2 Type II coverage. Live pricing on each product page.

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References and primary sources

Quick answer. The framework guidance on this page is reviewed against the primary-source documents below. Each link resolves to an official regulator or standards-body publication so an auditor, procurement reviewer or DPO can verify the alignment without taking the page on trust.

In our experience working with UK SMEs and similar organisations across the EU and US, the framework pages that survive enterprise vendor reviews are the ones that cite primary sources rather than secondary blog posts. Many UK SMEs typically discover this only after their first failed vendor questionnaire — the reviewer asked for a clause-to-source map and the standard reply pointed at a marketing page rather than the relevant regulator. The references above are the standing set we cite from inside the policies themselves so the chain stays intact end-to-end.