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Clients and Case Studies

Lucida - Business process and technology implementation to enable market entry of a new Life Assurer
A small team of LPI2 consultants provided both industry and technology insight to the Board on how their high level operating model might be supported by an underlying technical architecture. LPI2 were then retained to provide Programme Management, Technology Architecture and Supplier Selection skills as well as working with specific business functions such as Actuarial and Finance to deliver the strategic technology architecture as well as addressing the shorter term operational needs of the organisation.

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New Wrap Platform – Delivering improved customer outputs through an enhanced development process
Formed in January 2007, this subsidiary of a large UK insurer was created to offer a complete proposition to UK Financial Advisers from a single operational ‘Wrap’ Platform. A team from LPI2 Consulting was appointed to review and enhance the development processes within Marketing as well as providing support to both Marketing and their outsourced technology provider during the design, development and implementation of all their data driven customer communications

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Equitable Life - Minimising the risks to £6 billion transaction value through a structured presale process
Equitable Life had been evaluating the options available to its policyholders as part of an overall strategic programme, LPI2 was brought in to provide support to a number of the key initiatives within their strategy programme including the Provision of due diligence expertise for the sale of £6 billion annuities to Canada Life and Prudential - the largest acquisition, to-date, of a non-profit annuity and with profit annuities. Project Management support during the development and implementation of the transfer. Following agreement of LPI2 were retained to ensure regulatory approval from the FSA was achieved and all the post deal management of the Actuarial and Finance workstreams were successfully completed.

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Helphire – Managing the successful transition to a new Enterprise Communications platform
Helphire were looking to build a robust scalable communications platform that would support the company’s growth plans as it moved into new geographic markets. The existing technology used for developing documents was hindering the rapid progress within their Business Process transformation project. LPI2 were selected to design and project manage the rapid transition to a new Enterprise communications tool which when successfully delivered allowed Helphire to create and maintain customer claims, in large volumes, 24 hours a day.

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UK Insurer – Managing a global document generation solution review and proof of concept
With operations in Asia, the UK, Europe and the US, this large UK based insurer consists of a number of well-known and respected brands. To meet the diverse communication demands of their various channels and business units they had acquired several isolated systems that were being individually operated and maintained. LPI2 were appointed to lead a significant global review of 12 major document generation solutions and to establish an extensive proof of concept exercise, which helped them to validate the key business drivers of a single global document composition solution.

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Barrie & Hibbert – Developing the business plan and proposition for market leading financial planning tools
Barrie and Hibbert asset models are used by more than 70% of major UK insurance companies. LPI2 were engaged to provide an in-depth analysis of the strategic direction of their Financial planning proposition and to develop a plan to support the business going forward. The assignment resulted in the production of a 5 year business plan as well as number of short term recommendations that were implemented immediately.

Merger of an Irish bank and a European insurance company – Defining the operating model and implementation plan to ensure benefit delivery
Based in Dublin working with two Executive teams defined the structure of the newly merged company and developed a Target Operating Model and implementation plan to deliver the perceived benefits of the merger. The assignment was successfully completed when a structured change programme that supported both the existing business plans as well as achieving the longer term goals of the wider Group was agreed by the Board.

Xafinity Paymaster – Business model review and enhancement to enable entry into the Bulk Annuity market
Xafinity Paymaster is one of the UK’s largest financial business process outsourcing companies. They provide pensions administration, payments and collections services to almost 2 million pensioners throughout the world and have transaction values exceeding £7 billion every year LPI2 were engaged to execute a strategic review of Xafinity Paymaster’s business model for annuity servicing capability, delivering a route map of improvements to be performed over the medium term and enabling entry into Bulk Annuity servicing market.

Swiss Re – Improving post-migration operational processes and systems
Windsor Life is a wholly owned subsidiary of Swiss Re. And has over 1 million life and pension policies in force and 14 billion of funds under management. LPI2 provided project management expertise to support the post-migration implementation of a large section of the Corporate and Group business onto the Windsor Life systems. The scope of this included policyholder communications, actuarial calculations and projections, fund switching and policy terminations across Unit-linked, Unitised with Profits, Traditional with profits and Traditional life and investment products such as SIPPS.