Platform Strategy Review

We performed a platform strategy review and target operating model design for a large UK adviser network

The challenge

An established UK adviser network considering taking on platform responsibilities from their incumbent provider wished to better understand the potential operating model including market technology and administration providers.

Our approach

PEN supported the client’s thinking through two engagements, first reviewing the current model with recommendations on the future TOM. Then, we provided a comprehensive pre-RFI stage review of the supplier market, including commercials.

The outcome

Our findings were presented at board level, with PEN input. The firm agreed a strategy and way forward based on the assessment and recommendations we provided, which is currently in-flight.