The Challenge: Operating in a fast paced environment with high scrutiny, the firm needed a partner that could embed a customer centric approach, deliver robust governance and quality assurance, and scale quickly without disrupting day to day operations. Ensuring consistent decision making, low complaint volumes and strong regulatory outcomes was
The Challenge: A leading UK building society needed a comprehensive outcomes testing framework covering core products—investments, protection, mortgages, and retail banking—to ensure compliance and deliver consistent, customer-focused results. Our Solution: Benchmarked outcomes – Huntswood began by conducting a thorough ‘current state’ review across the building society’s operations. This included detailed
Paraplanning is still viewed, in some quarters, as a process that allows advisers to pass administrative burden to someone else. And on occasion, that can be true. But when paraplanning is reduced to little more than an offloading exercise, the real value of the role is not just missed, it
A people-first culture across the globe Across the world, conversations about work are shifting. Organisations are paying closer attention to how culture shapes performance, how wellbeing influences long term resilience and how purpose helps people stay connected to their work. At Huntswood, these themes have become central to how we
South Africa as a centre of excellence As organisations continue to rethink how and where work is delivered, South Africa has emerged as a location that offers both operational strength and meaningful social impact. For Huntswood, it has become an increasingly important part of how we help clients build resilient,
Regulatory Updates – 17 July 2025 In her inaugural Mansion House speech, Chancellor Rachel Reeves set out a bold agenda to reform the UK’s financial regulatory landscape. Addressing City stakeholders, Reeves described current regulatory constraints as a “boot on the neck” of British business, arguing that excessive bureaucracy is impeding innovation and economic
