Client Case Studies

We recommended the best technology partner to help our client break into the UK platform market.

We helped our client, an outsource provider of public pensions administration, to secure a contract extension.

We developed highly efficient customer reporting for a large global asset management firm, across it’s European business.

We helped our client review their mortgage system strategy and approach, and simultaneously supercharged their negotiating

​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.

We helped a UK card merchant and issuer give life back to a project aimed at improving customer security and compliance.

We proposed a new operating model to address issues raised by the Financial Conduct Authority and ensure compliance in the heavily regulated insurance industry.

A large life, retirement and investment management provider asked us whether they could improve the way they offered information to customers.

We helped our client understand and improve the impact of change on their customers.

We provided our client with the information and assurance they needed to make a decision on a potential acquisition.

We helped a global payments company understand the customer experience for a core part of its service and find opportunities to make it better.

Our client needed help to compare and find the best outsourcing provider in the market.

We helped our client refine their overarching business vision and gain executive level buy-in.

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.

We modernised our client’s over complicated and outdated operating model and introduced areas of outsourcing.

We helped our client realise their ambitions to take a greater share of the UK banking outsourcing market.

Helping our retail bank client find the best deposits platform to support new and existing products.

We successfully ran the programme to consolidate multiple trade associations into one single entity.

We helped our client to complete their Comprehensive Assessment, ahead of joining the European Single Supervisory Mechanism.

We identified our client’s biggest risks to reliability and worked up a prioritised plan of how to tackle them.

We led a customer experience transformation programme that resulted in over 10% growth in Net Promoter Score.

Our client recognised the need and associated benefits across all sectors of becoming more customer centric.​

We managed both sides of an outsourcing deal in the retirements industry.

We helped a retail bank identify and implement changes that would greatly improve the experience for current and new customers.

We helped one of the UK's top pension providers find a solution to outsource a key part of their business.

We gave our client a new target operating model, sourced suitable suppliers and ensured seamless implementation.

We helped our client sharpen their competitiveness by finding and implementing significant cost reductions.

In just six weeks we evaluated a potential new technology provider for our client, a South African investment platform.

We delivered this complex project, that formed a major part of a programme of recovery, on time and within budget.

We delivered a brand new optimised go-to-market proposition and operating model, which our client is now using to onboard new customers.

We provided a plan and governance structure that helped a European bank put their customers first.

We identified opportunities to make our client more operationally efficient and save significant costs.

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.

We were able to fill urgently required and demanding project manager vacancies with trusted PEN associates.

We helped our client to resource a subject specialist and create a plan to comply with new legislation.

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.

We helped a mortgage lender implement a new structure that stabilized business performance, following a sudden change in leadership.

We tracked down the operational issues impacting our client’s customer service and designed plans to eradicate them.

We took advantage of UK pension reforms to develop a new market proposition for our client.

We supported our client in improving their outsourcing resilience risk management.

Our client (a top-tier UK Life & Pensions provider) was seeking substantial Operational Efficiency improvements