Case Studies

Large UK Energy Company

Strategy : Stakeholder : Operation

  • Innovative Design Solutions
  • Stakeholder management
  • Create Design the Employer and Unions.
  • Managed Trustee Team through transition
  • Successful delivery


Strategy : Governance : Financial : Operations

  • Global Policy established
  • Established Risk (DB) Dashboards and led internal Global Working Group
  • Defined Benefit
  • Funding and covenant
  • Buy ins
  • Investment strategy
  • Established Captive for insurance
  • Transitioned operations (outsourced model)
  • Settled Liabilities
  • International Retirement Plan Design and control
  • Pre/Post Deal Rationalization

Global Mining Company

UK HQ Global Bank

Strategy : Stakeholder : Operations

  • Rolling out a flex DC system globally
  • Process mapping
  • Managing internal Exec regarding design and roll out
  • Coordinator and link between external consultants/advisors and the Bank



IT Sector

Strategy : Stakeholder : Governance : Operations

  • Post merger harmonization
  • New Governance Strategy and Policies
  • Options for synergies and rationalization
  • Develop Global Mobility model
  • Operational Transition
  • Developed Risk Dashboards for DB Funding in mainly European countries.
  • Develop Sarbanes Oxley compliance processes.



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