Delivering a successful Part VII transfer
A successful Part VII transfer relies on more than technical expertise. It also takes clear planning, effective stakeholder management and a practical approach to delivery.
Marcuson Consulting has now supported 11 completed Part VII transfers across a range of portfolios, helping clients move from early planning through to implementation.
Planning
A transfer runs to a timetable that involves the court, the regulators and policyholders. Setting a realistic plan early, and agreeing who does what, keeps the work on track when the inevitable questions arise.
Stakeholders
Transferors, transferees, the PRA and FCA, policyholders and the court all need to be satisfied. Managing those relationships well matters as much as the analysis behind them.
Practical delivery
The technical work has to land in practice, on time and in a form each audience can act on.
If you are considering a Part VII transfer, we would be happy to share our experience. Find out more about our Part VII and expert advisory work or get in touch.
