Long Term Savings and Investments

Elevating you through the challenging times

From smart automation and digital insight to demystifying and democratising pensions and investments, we’ll help you exceed the expectations of your clients. We bring together industry professionals with actuarial, operational and ESG specialists. So you get the authentic and original ideas to improve customer, employee and stakeholders demands. We’re pragmatic and we focus on the real challenges affecting your business, adapting our approach to do what’s right for you.

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    Transformed the moments that matter

    We saw where operational modernisation could create a positive impact to customer service and employee experience, and used the resulting transformation to put customer needs first

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    Eliminated £3 million of waste

    We saw where operational modernisation could create a positive impact to customer service and employee experience, and used the resulting transformation to put customer needs first

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    Put the customer at the heart of the client experience

    We developed and implemented a fully interactive and user-friendly client engagement platform -- boosting experience, satisfaction and retention

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Our Insights

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How to capture the workplace pensions D2C market opportunity

The workplace pensions market is facing a rapidly growing direct-to-consumer (D2C) opportunity—and providers could stand to gain significant market share.

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Four steps to prepare for CSRD and the niche challenges for wealth and asset managers

We outline four steps financial institutions should take to tackle CSRD reporting and highlight specific considerations for wealth and asset managers.

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UK Wealth and Retirement Market Survey

Our report canvases views from clients within the Wealth and Retirement sector to understand trends in strategic trajectory and organisational changes across the sector.

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The changing world of asset management

Asset Managers are facing unprecedented industry shifts and developments. As a result, they have been forced into fundamentally rethinking their business.

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Our Impact

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Salesforce transformation at global wealth management company

How we defined and delivered a new digital operating model across UK and Asia powered by Salesforce.

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Our Experts

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Katharine Williams

Partner, expert in Long Term Savings and Investments

Contact Katharine

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Is digital and AI delivering what your business needs?

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