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.

  • two cogs

    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

  • person climbing up steps

    Spearheaded 25% efficiency gains

    We redesigned and revamped finance processes to cut lead times by 16% and waste by 60%

  • star in award wreath

    Boosted risk confidence and control

    We redesigned risk management training to bring capabilities up-to-date and foster closer collaboration between frontline teams and risk and compliance specialists

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Our Insights

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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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Using capital markets to drive sustainable outcomes

Emily Farrimond is joined by Simon Abrams, Baringa, and Ian Simm, CEO and founder of IMPAX Asset Management.

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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

8989

Katharine Williams

Partner, expert in Long Term Savings and Investments

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Is digital and AI delivering what your business needs?

Digital and AI can solve your toughest challenges and elevate your business performance. But success isn’t always straightforward. Where can you unlock opportunity? And what does it take to set the foundation for lasting success?

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