Client Case Studies
We love what we do and the impact of our work is what inspires us. Here are some recent projects that make us feel proud.
Advising on the best tech partner
We recommended the best technology partner to help our client break into the UK platform market.
Read MoreTransforming a marketing function
We helped a global pharmaceutical firm to completely reorganise their marketing function
Read MoreA compelling proposal
We helped our client, an outsource provider of public pensions administration, to secure a contract extension.
Read MoreImproving the quality and efficiency of reporting for customers
We developed highly efficient customer reporting for a large global asset management firm, across it’s European business.
Read MoreComparing mortgage system providers
We helped our client review their mortgage system strategy and approach, and simultaneously supercharged their negotiating
Read MoreAn assessment on whether to acquire a firm
We undertook a thorough analysis on behalf of our client, scrutinising an acquisition target on growth opportunities and whether they would be a good fit.
Read MoreReinvigorating a failing programme
We helped a UK card merchant and issuer give life back to a project aimed at improving customer security and compliance.
Read MoreA fresh new operating model
We proposed a new operating model to address issues raised by the Financial Conduct Authority and ensure compliance in the heavily regulated insurance industry.
Read MoreHelping our client give customers better advice
A large life, retirement and investment management provider asked us whether they could improve the way they offered information to customers.
Read MoreCustomer Centric Change
We helped our client understand and improve the impact of change on their customers.
Read MoreProviding due diligence for an acquisition
We provided our client with the information and assurance they needed to make a decision on a potential acquisition.
Read MoreZooming in on the customer journey
We helped a global payments company understand the customer experience for a core part of its service and find opportunities to make it better.
Read MoreAssessing all outsourcing options
Our client needed help to compare and find the best outsourcing provider in the market.
Read MoreShaping a five year vision for change
We helped our client refine their overarching business vision and gain executive level buy-in.
Read MoreDesigning a strategic change roadmap to reduce costs
We helped our client design a new operating model that will deliver on the cost savings they had committed to achieving, over a three year period.
Read MoreFinding the right operating model
We modernised our client’s over complicated and outdated operating model and introduced areas of outsourcing.
Read MoreHelping clients grow market share
We helped our client realise their ambitions to take a greater share of the UK banking outsourcing market.
Read MoreEnsuring our client got what they needed in a supplier proposal
Helping our retail bank client find the best deposits platform to support new and existing products.
Read MoreMerging trade associations for the finance industry
We successfully ran the programme to consolidate multiple trade associations into one single entity.
Read MoreStress testing a European bank
We helped our client to complete their Comprehensive Assessment, ahead of joining the European Single Supervisory Mechanism.
Read MoreImproving the resilience of our client’s payment systems
We identified our client’s biggest risks to reliability and worked up a prioritised plan of how to tackle them.
Read MorePutting the customer back at the heart of a global finance business.
We led a customer experience transformation programme that resulted in over 10% growth in Net Promoter Score.
Read MoreTransforming Customer Experience
Our client recognised the need and associated benefits across all sectors of becoming more customer centric.
Read MoreBrokering an outsourcing deal
We managed both sides of an outsourcing deal in the retirements industry.
Read MoreImproving customer experience
We helped a retail bank identify and implement changes that would greatly improve the experience for current and new customers.
Read MoreOutsourcing in the pensions industry
We helped one of the UK's top pension providers find a solution to outsource a key part of their business.
Read MoreRe-designing pension products for long-term success
We gave our client a new target operating model, sourced suitable suppliers and ensured seamless implementation.
Read MoreDesigning a cost cutting transformation programme
We helped our client sharpen their competitiveness by finding and implementing significant cost reductions.
Read MoreWeighing up a new platform opportunity
In just six weeks we evaluated a potential new technology provider for our client, a South African investment platform.
Read MoreDelivering an IT investment programme for an Irish state-owned bank
We delivered this complex project, that formed a major part of a programme of recovery, on time and within budget.
Read MoreDefining a target operating model for a traditional annuities business
We delivered a brand new optimised go-to-market proposition and operating model, which our client is now using to onboard new customers.
Read MoreDeveloping a customer-centric culture
We provided a plan and governance structure that helped a European bank put their customers first.
Read MoreImproving operational efficiency of a pensions provider
We identified opportunities to make our client more operationally efficient and save significant costs.
Read MoreDelivering risk change projects to meet regulatory commitments
We helped our client define the desired end goal of the programme and then put together plans to get them there in as little time and budget as possible.
Read MoreQuickly resourcing urgent project manager roles
We were able to fill urgently required and demanding project manager vacancies with trusted PEN associates.
Read MoreResourcing a subject matter expert
We helped our client to resource a subject specialist and create a plan to comply with new legislation.
Read MoreA change in competitive environment
Our client, a house-hold general insurer, had reviewed the competitiveness of their financial and operational performance (specifically the cost base) and through detailed benchmarking, identified a circa £150m cost gap which they needed to address to remain competitive.
Read MoreLoss of a key person
We helped a mortgage lender implement a new structure that stabilized business performance, following a sudden change in leadership.
Read MoreFixing a broken customer experience
We tracked down the operational issues impacting our client’s customer service and designed plans to eradicate them.
Read MoreSelecting a supplier to support a new pension product
We took advantage of UK pension reforms to develop a new market proposition for our client.
Read MoreManaging the risk of outsourcing
We supported our client in improving their outsourcing resilience risk management.
Read MoreDC Pensions Operations, Governance & Organisation Review
Our client (a top-tier UK Life & Pensions provider) was seeking substantial Operational Efficiency improvements
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