Demutualisations

Seconded to Standard Life to manage the logistics workstream for their demutualisation and listing (March 2004 to August 2006).

Engaged by National Mutual to manage the logistics of their demutualisation and acquisition by GE Capital (March 2001 to April 2002).

Engaged by Scottish Provident to advise on the logistics aspects of their demutualisation and acquisition by Abbey National (November 2000 to June 2001).

Engaged by Friends Provident to manage the logistics of their conversion to plc and subsequent flotation ( (June 2000 to October 2001).

Engaged by the society to assist them with the selection and appointment of printers, receiving agents and registrars (August 1999 to March 2000).

Engaged by Scottish Widows to advise on the logistics aspects of their proposed demutualisation and acquisition by the Lloyds TSB Group, (May 1999 to October 2000) followed by assistance with the periodic redemption of loan notes.

Engaged by the AA to advise on the logistics aspects of their proposed demutualisation and acquisition by the Centrica Group, covering principally systems specification, printing and direct mail, vote counting and the general meeting arrangements (March to October 1999).

Seconded to Sun Life of Canada in Toronto to advise on the logistics of their conversion to limited company and flotation including overseeing the operations in North America, the UK and Southeast Asia (February 1998 to May 2000).

Engaged by Old Mutual of South Africa to advise on the logistics of their conversion to limited company status, and on their subsequent flotation (December 1997 to March 1999).

Seconded to South African National Life Assurance Co. ("Sanlam") as the project manager in charge of all logistics aspects of their conversion to limited company status, and their subsequent flotation; overseeing operations in South Africa and other African countries (December 1997 to January 1999).

Engaged by National Provident Institution (NPI) to set up and manage, initially covertly, printing, telephone helpline, general meeting and vote scrutiny services in connection with the society's 1998 AGM (on a contingency basis) and later in connection with its acquisition by AMP (October 1997 to February 2000).

Engaged by First National to carry out a review of project logistics for adequacy (September 1997).

Engaged by Scottish Amicable Life Assurance Society to set up and manage, initially covertly, printing, telephone helpline, general meeting and vote scrutiny services in connection with the society's two demutualisation proposals (August 1996 to July 1997).

Engaged by Bank of Ireland to assist in the setting up of a share registration system and special dealing service for the proposed preference shares in Bristol & West plc to be issued following the demutualisation of the society and the takeover (August 1996 to August 1997).

Engaged by Norwich Union to manage the logistics of their conversion to plc status, and the subsequent flotation (including the issuing of shares to over 3 million members); including printing, call centre, direct mail, receiving bank, registration and cheap share dealing operations (January 1996 to October 1997).

Engaged by Halifax to advise on the logistics aspects of their conversion to plc status, and on subsequent flotation (including the issuing of shares to over 10 million members); principally printing, direct mail, receiving bank and registration operations (November 1995 to June 1997).

Engaged by Alliance & Leicester to advise on the logistics aspects of their conversion to plc status, and on subsequent flotation (including the issuing of shares to over 3 million members); principally printing, direct mail, receiving bank and registration operations (December 1995 to June 1997).