All Operational Excellence Project Delivery Analysis & Testing Risk & Regulation Strategy & Operating Model
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Life & Pensions Company – Consumer Duty Correspondence Assessment
We conducted a Consumer Duty compliance assessment for a leading Life & Pensions company on all customer communications. This included channels such as letters, emails,...
Risk & Regulation
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UK Pension – Operational Resilience Compliance
We partnered with a rapidly expanding SIPP Provider post-merger to establish consistency between processes and compliance with Operational Resilience regulations. Leveraging our SimplifyDNA tool, we...
Risk & Regulation
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UK Platform – Programme Management
We were asked by a UK Platform to lead the co-ordination of a programme to simplify their business architecture including consolidation of their third party...
Project Delivery Analysis & Testing
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UK Life & Pension Firm – Transformation programme test management and execution
A leading UK Life and Pensions company were embarking on a large transformation programme with limited experience in test management and execution and reached out...
Project Delivery Analysis & Testing
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DFM Intelligent Office Implementation, Process Optimisation and Workflow Design
A leading UK DFM needed our help in two specific areas: 1. Implementation of Intelligent Office 2. Better adoption and embedding of business processes, including...
Operational Excellence
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UK Wealth Platform – Complaints Capability Review
We completed a full review of a leading wealth platform’s Complaints capabilities. The platform had experienced 150% increase in complaints volumes year on year and...
Operational Excellence
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DFM Business Process Outsourcing (BPO) Assurance
A DFM independently reviewed strategic options to support the business going forward and decided to investigate a Business Processing Outsourcing (BPO) arrangement to address their...
Strategy & Operating Model
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Platform Business Case Development & Transformation
We worked closely with a major platform provider to define the target operating model for their advised retirement proposition. The platform wanted to achieve greater...
Strategy & Operating Model
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Delivering a New System and Migration
We worked with a Wealth Manager to deliver a new back-office system supplied by an IT outsourcer supplier. The delivery included migration of the existing...
Project Delivery Analysis & Testing
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