Helping you strengthen your Platform offering

Lay the foundations for change

Lay the foundations for change

The digitisation of retail savings and investments requires platforms that deliver on all fronts. Our specialist consultants know exactly what this takes, working across:

  • Platforms including D2C, Advised & Workplace
  • Investment Managers
  • Wealth Managers
  • Life & Pensions
  • Long-term savings & investments
  • Service Providers

Trust us to make change happen

Trust us to make change happen

Business Model Strategy and Innovation
Clarity of strategic vision and business model is vital in an increasingly competitive market. Designing a proposition – including digital toolset, products, investment solutions, services and technology – in a way that plays to traditional strengths while embracing digital innovation and the needs of the target market.

Technology and Supplier Selection
Ensuring the best fit in technology and supplier selection to match your business mode and regulatory needs - from tenders to implementation and transition

Customer Experience
Achieving differentiation and competitive advantage through continuous measurement and improvement of customer experience


New Platform & Product Launches
Driving new product and platform developments, ensuring the appropriate regulatory and corporate structures are in place such as CASS, Client Money and product governance, with reassurance that things are happening in the right way from people who’ve been there before.

Operating Model Design & Implementation
Develop an operating model that supports your proposition and is cost-efficient in a margin-competitive environment, including location strategy, organisational design, culture and mindset

Change & Programme Delivery
Delivery, rescue and rationalisation of often high-stakes platform programmes and migrations

Recent projects in Platforms

Advising on the best tech partner

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

Platform strategy review

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

D2C Platform solution review & launch

We supported a large asset manager to select and launch a new digital platform

Implementation of a new wealth programme

We supported a leading technology outsourcing provider to implement a new UK wealth platform

Performing a technology partner assessment

We were asked to assess the re-platforming options for a foreign investment platform provider

We are dedicated to helping our clients create real, positive change

“We engaged PEN when we had to take a major strategic decision on the future structure of a key proposition. The team from PEN brought expertise and rigour to a process and worked flexibly and quickly with us to assess the options before us. Their content knowledge was invaluable and their collaborative style made them a pleasure to work with. Of most importance, their output was to the point and impressive. It was a great piece of work and I am looking for opportunities to engage in the future.”

Mark Johnson, Proposition Director - Platforms & Investments, Just

“PEN’s work has been pivotal in supporting the development of our business strategy using a customer lens”

Customer Experience Director, AkzoNobel