Advising on the best tech partner

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

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A compelling proposal

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

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Improving 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.

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Comparing mortgage system providers

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

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An 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.

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Reinvigorating a failing programme

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

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A 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.

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Helping 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.

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Customer Centric Change

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

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Providing due diligence for an acquisition

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

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Zooming 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.

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Assessing all outsourcing options

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

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Shaping a five year vision for change

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

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Designing 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.

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Finding the right operating model

We modernised our client’s over complicated and outdated operating model and introduced areas of outsourcing.

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Helping clients grow market share

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

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Ensuring 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.

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Merging trade associations for the finance industry

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

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Stress testing a European bank

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

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Improving 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.

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Putting 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.

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Transforming Customer Experience

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

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Brokering an outsourcing deal

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

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Improving customer experience

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

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Outsourcing 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.

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Re-designing pension products for long-term success

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

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Designing a cost cutting transformation programme

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

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Weighing up a new platform opportunity

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

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Delivering 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.

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Defining 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.

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Developing a customer-centric culture

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

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Improving operational efficiency of a pensions provider

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

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Delivering 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.

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Quickly resourcing urgent project manager roles

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

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Resourcing a subject matter expert

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

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A 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.

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Loss of a key person

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

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Fixing a broken customer experience

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

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Selecting a supplier to support a new pension product

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

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Managing the risk of outsourcing

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

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DC Pensions Operations, Governance & Organisation Review

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

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