Paul Protheroe

Positive Insight Ltd is a management consultancy established in 1989 concentrating on the Financial Services Sector and Mutual organisations.

Positive Insight clients include Mutual Insurers, Building Societies, Friendly Societies, Mortgage Brokers, Insurance Brokers, Independent Financial Advisers and professional bodies.

Positive Insight has particular experience of Friendly Societies and focuses on:

  1. Strategic Planning
  2. Working with Boards and senior management on major business developments. This includes both the development of business plans and providing support and hands-on implementation of the agreed plans.

    Key areas where Positive Insight can help your organisation are:

    • New Product Development
    • Planning for and achieving increased growth
    • Distribution Strategy

  3. Income Protection Insurance

    • Development and launch of Income Protection Insurance products including competitor analysis, compliance and risk assessment, sales and distribution
  4. Corporate Governance
  5. Helping organisations to assess developments in corporate governance. Formulating and implementing practical proposals to ensure an appropriate level of compliance.

  6. Financial Conduct Authority (FCA), Prudential Regulation Authority (PRA) and other regulators
  7. Working with organisations to ensure compliance with regulatory requirements and maintenance of a good working relationship.

    In particular Positive Insight has recent experience of:

    1. Full management of negotiation and completion of a transfer of engagements of a friendly society to a larger partner.

    2. Risk Assessment – reviewing current approaches to risk management, benchmarking and implementing proposals. Work here has included a full review of current practices, gap analysis, providing support on training and development to Boards, management and staff.

  8. Interim Executive Roles
  9. Short term contract work at Board or Chief Executive level.

    This work normally involves filling an unexpected senior position, or a crisis management\troubleshooting role to steer organisations whilst longer term solutions are found.

For a summary of main project areas where Positive Insight has experience, please visit the projects page; and for a list of clients visit the clients page.

If you would like more information, please contact us (click for details)

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