Positive Insight - Project Areas of Experience

Key areas:

  1. Corporate Governance - full review of corporate governance standards in Mutuals, including reporting to Board and implementing agreed strategy

  2. Interim Executive Management in Friendly Societies

  3. Income Protection Insurance -
    Product development, Review of sales routes including Direct Sales, IFA's, Mortgage Brokers

  4. Dealing with the impact of Regulatory Changes

  5. Distribution and marketing strategy

  6. New product development

Other areas of experience:

  1. Turnaround of:
    - a Friendly Society into a commercially successful, market leading organisation.
    - a Building Society into a viable and profitable unit.

  2. Negotiation with Financial Conduct Authority (FCA) and Prudential Regulation Authority (PRA).

  3. Development of Business Plans at board level, including implemetation.
    1. Revision of marketing strategy, including sales routes, literature and products.
    2. Introduction of training strategy leading to "Investors in People" award.
    3. Implementing and exceeding compliance and regulatory standards.
    4. Assessment and introduction of new IT systems.
  4. Development of Mortgage and Investment products.

  5. Strategy development for first ever contested Building Society Merger.

  6. Organisation of members' meetings, including voting procedures.