PETER C. WILLIAMS

Skills Overview

Summary

• Published writer of technical books & articles
• Experienced in various methodologies (including Prince2, Six Sigma, Lean, Agile)
• Experienced in change management, projects, separation, analysis and divestment
• Experienced in leading teams (from small teams of SMEs to large groups (70 individuals) of operations, developers and analysts
• Worked on a number of regulatory and time-sensitive projects (including legal integration project, GDPR, Investment remedial activities, TCF, Sarbanes Oxley)
• Experienced in organisational design, strategy and delivery – including workplace strategy, operational design and management
• Experienced in a number of areas the Financial Services industry, including Banking (Retail, Corporate & Asset Management), General Insurance, Life and Pensions – new business, administration and claims
• Experienced in working in a variety of environments from IT to specialist business areas (including operations)

Consultant – Strategy & Transformation

Direct Line Group (General Insurance, Change Management, Motor, Household, Transformation / London, UK)

Optimisation/Transformation – supporting the business by analysing and finding opportunities to improve the transactional customer communication channels, reducing the annual costs and building a roadmap around utilising new technologies across all brands and products.

Consultant – Change & Transformation

Direct Line Group (General Insurance, Change Management, Motor, Household, Transformation / London, UK)

Run/Transformation – working for one of the UK’s largest general insurers with over 12,000 employees; the group brands include Direct Line, Churchill, Privilege, NIG and Green Flag. Throughout my three years, I worked on a number of digitalisation and automation initiatives within the operational areas. One key deliverable was around implementing and utilising the newly acquired Scanning, Imaging and Workflow platform that linked directly to the general insurance policy/claim systems. My role was focused around utilising the technology, but also ensuring the efficiency and effectiveness of the operational resources. In addition to the change aspects of the digitalisation project, I was also responsible for developing the in-house capability for the new technology, integrating the operational elements of the legal services business and for identifying opportunities to utilise artificial intelligence (Robotics/Automation) on operational processes.

Consultant – Change & Transformation

Direct Line Group (General Insurance, Change Management, Motor, Household, Transformation / London, UK)

Build/Maintain Stage – post-separation, I began working on the Scanning, Image and Workflow migration project, which aimed to move the business from the banks platform and infrastructure.  I was also heavily involved from a business perspective within the Best for Customer Programme, which was looking to transform the systems infrastructure within DLG.  The activity was focused around preparing all documentation for the various pre-implementation gateways by obtaining approval for each of the key stages.

Consultant – Separation & Organisational Design

Royal Bank of Scotland (Banking, General Insurance, Change Management, Motor, Household, Separation / London, UK)

Design/Build Stage – In 2009 the European Commission mandated that the Royal Bank of Scotland (RBS) separate its Insurance division in order to receive state aid.  RBS Insurance, the Insurance division of RBS Group, was one of the UK’s largest general insurers with over 16,000 employees and presence in UK, Germany and Italy.  The separation programme was the largest in the financial services industry within Europe.  The programme’s aim was to make Direct Line Group demonstratively separate from the Royal Bank of Scotland (RBS). The Property and Logistics separation programme was a change management initiative focused on creating a new operation within Direct Line Group and transferring, separating or replicating services and staff from RBS Group.  The property and logistics area had over 150 staff, managed budgets in excess of £100 million and supported over 35 sites.

Consultant – Investments

Friends Life (Investments/Life/Pensions / Salisbury & London, UK)

Working within the Fund Strategy and Selection Group (FSSG) Programme within the Investment area of a life and pensions company, the programme was focused on resolving the issues identified as part of an internal compliance and governance review. The review, visible to the regulator had the principal aim of ensuring that investment funds were in line with their mandates (goal, risk rating) and all historical problems relating to funds were resolved.

Consultant – Product Research & Development

Consortium (European / Equity Release / Mortgages / Long Term / Securitisation / Financial Advisory / Spain & Portugal)

Researched the viability of launching Equity Release (mortgage) products into Spain and Portugal. The research included assessing the size, supply chain and securitisation.

Manager, Product Management & Development

Partnership Assurance Group (Enhanced-Impaired Life Pension Annuities, Equity Release, Long Term Care / London, UK)

Responsible for the management and development of all 28 enhanced/impaired lives pension annuities, life and long term care related products. Joined when part of a mutual, and developed over 14 products over two years in the UK, Germany, France and Belgium

Manager of Analysis & New Technologies

General Electric (GE) (Financial Services, Life Insurance, Pensions, Equity Release / London & Hitchin, UK)

Responsible for a team of 70 staff, ranging from analysts to developers (including managing offshore resources). I was the lead for the Data Management strategy and responsible for the company’s online presence (websites etc.)

Consultant – Development & Actuarial

Zurich Financial (Pensions, Life Insurance / Brokers / Financial Advisors / Actuarial / Dublin, Ireland)

Working within the actuarial development team on a project to create a new broker quotation system.  Personally responsible for the design and development of all of the XML style sheets that took the information from the calculation engine and presented it back to the broker.

Consultant – Implementation

S.W.I.F.T (Banking, Finance, Payment Systems / London, UK)

Joined SWIFT to work on the implementation of the secure payment/shipping system known as Bolero. I was involved in the design and implementation, including the development of the XSLT elements.

Consultant – Migration & Integration

Scottish Widows (Asset Management / London, UK)

Joined Hill Samuel Asset Management, initially to work on the migration of a front office payment system, after the project completed, I began working on the integration of Hill Samuel into Scottish Widows following the acquisition.

Analyst – Front Office Data

Bank of Tokyo-Mitsubishi (Retail, Corporate Banking, Asset Management / London, UK)

Joined BTM to work within the trading area of the bank. Role included analysing data, creating reports, tracking performance on front office systems.