The challenge
A UK pensions governance leader, built through mergers and bolt-ons, was running different processes, service models and commercial practices across the group.
The plan needed core revenue to grow by more than half before exit, without headcount growing at the same pace. The technology roadmap was not focused enough on the productivity and scalability that plan depended on.
What we did
- Harmonised core scheme processes into a single, linear service delivery model, with AI-driven productivity designed in for fee earners.
- Embedded commercial discipline from bid to in-life: total contract value, account management practices and commercial KPIs.
- Reset the technology strategy to support productivity and scale: where to double down, and what to stop or deprioritise.
The result
An 18% targeted uplift in revenue per fee earner, worth c.£2.8m in EBITDA, and an operating model built to scale ahead of exit.