Investment portfolio
Where every initiative stands
Active cases
6
Total investment ask
£7.87m
Committed by departments
£4.27m
Funding gap
£3.60m
Outstanding sign-offs
5
Stage-gate pipeline
| Case | Priority | Start | Stage | Procurement | Departments | Funding | Gap | Sign-offs |
|---|---|---|---|---|---|---|---|---|
| Claims FNOL digital intake BC-2026-014 · Claims · Helen Marsh | Critical | 2026 | Submitted | RFP issued | ClaimsITCustomer Service | £1.05m of £1.40m | £350k | 1 |
| Consumer Duty evidence hub BC-2026-009 · Compliance · Amir Khan | Critical | 2026 | Approved | Vendor selected | ComplianceUnderwritingFinance | £520k of £520k | Funded | ✓ |
| Broker portal refresh BC-2026-021 · Distribution · Grace Lowe | High | 2027 | Charters | RFI issued | DistributionUnderwritingIT | £700k of £2.10m | £1.40m | 2 |
| Pricing model rebuild BC-2026-017 · Actuarial · David Okafor | High | 2027 | Queried (RFI) | RFI issued | ActuarialUnderwritingIT | £1.30m of £1.80m | £500k | 1 |
| Hybrid workplace consolidation BC-2026-025 · Operations · Sarah Byrne | Medium | 2028 | Business Case | Not started | — | £0 of £950k | £950k | ✓ |
| Customer self-service app BC-2026-011 · Customer Service · Nina Shah | Medium | 2027 | ROI Overview | RFP issued | Customer ServiceDistributionIT | £700k of £1.10m | £400k | 1 |
| Legacy policy admin replacement BC-2026-003 · IT · Tom Reid | Low | 2029 | Rejected | Not started | IT | £2m of £8.50m | £6.50m | ✓ |
Committed (signed)Pledged, awaiting sign-off