The challenge

A multi million pound transformation portfolio designed to deliver the strategic objectives of the global wealth management life and pensions investment business. Contained extensive regulatory requirements (e,g, RDR), IT infrastructure, platform and process improvements, being delivered against a background of mixed capability working in a multi supplier (offshore) delivery environment.

Our offering

Portfolio/PMO assurance including line management responsibility for a team covering Portfolio/PMO process and quality assurance, planning and milestone tracking, setting of common standards, Management Information reporting to key stakeholders, resource/demand management and Governance, Financial assurance and Risk management. Use of Clarity PPM.

The outcome

An aligned, prioritised Portfolio with clearly articulated benefits and ownership.

  • Old Mutual’s Feedback

    “I would consider Robina as an expert in Portfolio assurance and management. She joined Old Mutual at time when Portfolio Management was an unknown concept but her knowledge and experience helped structure and motivate the new team, bringing significant benefits to the delivery of the Portfolio.
    Robina has strong delivery capabilities which were frequently demonstrated as well as excellent and strong stakeholder management skills. I would be delighted to work with Robina again in the future.”

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