Life & Pensions: Confidence to deal with the pace of change.

The UK Life & Pensions sector is a global centre of expertise and innovation; however it will only continue to thrive by adapting to uncertainty, competitive forces, new regulations, and shifting expectations. This requires an increasing focus on agile delivery, optimised operating models and embracing technology to enable competitive advantage, secure growth ambitions and to better serve the needs of its customers, investors, and society. Our Change Management experts work closely with your business to identify potential obstacles or challenges that may arise during change transitions, assessing the needs of your organisation and developing a tailored plan to achieve your goals, and providing practical guidance and support throughout the process. 

Personalised Change Management Solutions For The Life & Pensions Sector

How Does Change Management Help?

The change management process helps to minimise disruption to stakeholders, improve buy-in from employees, and ensure business continuity. By embracing a proactive and innovative approach to change management, banks can become more agile, resilient, and responsive to the evolving needs of the marketplace and their customers.


Change management facilitates the smooth transition from the current state to the desired outcome, with a structured approach to managing changes in people, processes, and technologies to achieve your business objectives effectively. Specialist change support is essential in a highly regulated and competitive environment, in which any changes can have wide-ranging effects on customers, employees, and shareholders alike. 

Why Choose Us?

Flexibility: our change management solutions and strategies are adapted to meet your specific needs and business objectives, ensuring that all changes implemented are sustainable, effective, and fully aligned with your strategic goals.

Collaborative approach: recognising that change is not simply about processes and systems but is fundamentally about the concerns and motivations of individual people, our team works hand-in-hand with your stakeholders to identify the best possible solutions to create a culture of openness and cooperation, empowering your teams to embrace change willingly and actively contribute to the process.

Innovation: our experience and up-to-date knowledge of the latest trends and methodologies in change management gives you the benefit of fresh perspectives and creative solutions to all transformational challenges, helping your organisation become more resilient and future-ready.

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Change Delivery Partner of Choice.

While we have significant experience in Banking and in Retail, we’ve found that our skills and knowledge can been successfully deployed into other areas too.

We’ve delivered change for clients in Asset Management, Life & Pensions and the Public Sector, using our Guiding Principles and years of Change Delivery activity to achieve agreed outcomes. 

Read more about some of our specific engagements in our Case Studies section.

Our Areas of Change Management Expertise

Useful information about specific areas of the change process can be found on the following pages:

Business & IT Transformation

Business & IT Transformation

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Project, Programme, And Portfolio Delivery

Project, Programme, And Portfolio Delivery

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Business Change And Readiness

Business Change And Readiness

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Change
Management

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Discuss Your Project Brief With Us

At CBS Change Partners, we specialise in delivering exceptional services tailored to your specific project brief. We are eager to discuss the following with you:

Project Scope: Share objectives and requirements for a clear understanding.

Challenges & Opportunities: Address obstacles and explore potential benefits.

Desired Deliverables: Define project outcomes to align expertise and goals.

Timeline & Resources: Establish realistic schedule and allocate necessary resources.

Collaboration & Communication: Foster open dialogue for successful project delivery.

Budget Considerations: Work within financial framework for cost-effective solutions.

Our Clients

From Global Banks to Mutuals and Credit Unions.

Investment & Wealth Managers to Insurance providers.

Retailers, Fintechs and Public Sector.

For 20 years some of the UK's strongest brands have worked with CBS as their Trusted Change Partner. 

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Case Studies

Tesco Bank Image
Wilmington Trust Core Banking Platform Procurement
John Lewis Partnership –Customer Payments Review
Zego Risk Framework
Part VII Preparation
Back Book Migration
Fiserv, Agiliti, Software-as-a-Service Retail Banking Platform
M&T Bank – March 2023
John Lewis Financial Services Credit Card Migration
Secure Trust Bank – Loan Product Offboarding
John Lewis Partnership Payment Services Directive 2
NS&I