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Individual Management Services

As a leader of a financial mutual, we know the importance you place on providing an excellent service to your members in times of need, and the challenges that come with the territory – whether that’s rising costs, the ever increasing regulatory burden or the need to deliver growth. We know, because we have been helping mutuals to overcome these challenges for over 130 years.

We can help your mutual to meet its goals with a range of services designed and delivered by mutual managers, for mutual managers. Our experience of providing end-to end management services to mutual organisations allows you to access the support you need, in a flexible and cost-effective way. Services include:

  • Mutual Management Services - Reducing cost and improving performance across key business functions
  • Compliance & Internal Audit Services - Addressing the ever-growing regulatory burden, in a more effi cient way
  • Technology delivery - Improving effi ciency and resilience, while unlocking new opportunities for growth
  • Investment Management - Adding expertise as a specialist manager of mutual organisations’ assets
  • Business Management - Offering a complete management solution to established mutuals


Key Contacts

Individual management services brochure

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