Case Study

6 Months Competitive Advantage Achieved with Pension Rules Changes


In response to the changes in pensions and retirement plans announced by the Chancellor of the Exchequer, a large insurance company wanted to manage a portfolio of retirement products in an integrated Retirement Account (RA) rather than selling the products separately through Independent Financial Advisors (IFAs) and supporting them through separate IT solutions.


  • Separate supporting IT systems were unreliable and unstable
  • IT seen as a cost rather revenue enabler
  • Waterfall model delivered value late
  • IT projects overran and cancelled
  • 10 to 50 legacy systems to pull information from
  • High Operational costs

Zuhlke's Approach

  • Modern Agile development and DevOps practice
  • Lean UX led process
  • User centered design
  • Highly skilled Zuhlke and client cross functional team

Value Delivered and Conclusion

  • Identified and delivered required solution
  • Delivery to market 6 months ahead of nearest competitor
  • Reduced Operation costs and improved reliability
  • Delivery excellence through Agile and DevOps
  • Client gained new Agile skills and modern technologies