1. MGM Advantage, Worthing September 2014 – June 2015
Contracted to MGM Advantage in a Business Analyst role, initially to the ‘Member Distribution’
(“MD”) project and then to the ‘Safe Haven’ project. Both projects run by the Service Co. on behalf
of Marine & General Mutual (M&GM).
The ‘Member Distribution’ project was initiated to distribute a goodwill payment of £9m received as
part of a change of ownership of the new business franchise of MGM Advantage. The payment
was distributed to approx. 20,500 members of M&GM, with payments ranging from £2 to
£11,000. The project was successfully implemented in late December 2014. I was brought on to
the project as a replacement for another BA and was required to:
 Finalise the detailed business requirements and get them approved by various business
areas in the Service Co. and signed-off by the M&GM project team.
 Assist with the drafting of the distribution letters. Twelve letter variants were required to cater
for the different payment currencies (Sterling & Euro), distribution methods (direct bank
payment, Sterling & Euro cheques, allocation of bonus units and for conventional policies
policy value enhancements) and languages (English, German, French and Flemish).
 Liaise with the external mailing houses (JPMG and CheckPrint) and provide them with
suitable test files. Also to check their draft output letters to ensure that the various letter
variants, data variables and conditional text were all being applied correctly and that the look
and feel of the letters (e.g. positioning of text, font sizes, spacing, branding etc.) was correct.
Final drafts were passed to the Service Co. business teams for their approval and then to the
M&GM project team for sign-off.
 Support the creation of the front end MD system and associated database. The ‘Member
Distribution’ project was a one-off exercise and so we had to design the system & database
to be fit for purpose while at the same time recognising that it might remain in use for a
considerable period of time, possibly years, before all members could be paid.
 Prepare the final mailing spreadsheets in the format required by the mailing & cheque printing
houses, having identified and excluded all ‘gone-away’ and deceased members. I got these
spreadsheets approved by the Service Co. business teams and signed-off by the M&GM
project team before being issued. Approx. 11,000 cheque letters were issued by CheckPrint
and 7000 non-cheque letters were issued by JPMG. In addition, a few hundred of the more
complex letters were printed in-house and there were approx. 2000 ‘gone-away’ and
deceased members who were excluded from the initial mailing (to be paid at a later date).
The ‘Safe Haven’ project was initiated to transfer Marine & General Mutual’s (M&GM) book of
business to Scottish Friendly Assurance (SFA) by way of a Part VII Transfer. The project was
successfully implemented during the last weekend of May 2015. As sole business analyst on the
project I was required to:
 Assist with a mailing sent to 80,000 M&GM customers (members & policyholders) notifying
them of the Part VII Transfer process and timeline. I was required to;
o Maintain a spreadsheet that showed which group of customers would receive which
mailing pack (there were 15 different mailing packs). I also determined the numbers of
customers due to receive each mailing pack (incl. ‘gone-aways’ & deceased customers)
and recorded this on the spreadsheet. This information fed into some of the documents
presented to the Directions Court hearing.
o Write a document that detailed the business requirements for the mailing exercise and
outlined my proposed solution for how we should de-duplicate customers and remove
gone-away and deceased customers from the mailing.
o Liaise with the external mailing houses (JPMG and Equiniti) and provide them with
suitable test files. Also check their draft output documents to ensure that the customer
names & addresses and the look and feel of the documents (e.g. positioning of text,
font sizes, spacing, branding etc.) was correct for each of the mailing packs.
o Prepare the final mailing spreadsheets in the format required by the mailing houses
having identified and excluded all gone-away and deceased members. Before being
issued, the spreadsheets were sent to the Service Co. business teams for their
approval and then to the M&GM project team for sign-off.

2.  Arrange for scanned document images associated with MGM Advantage customers to be
separated from those associated with M&GM customers (these documents should have been
moved as part of a previous Part VII Transfer and not be passed to SFA). I was required to;
o Identify which directories & folders in the M&GM instance of EDM Online held images
associated with MGM Advantage products, policies and customers (and which needed
separating)
o Write a document that detailed the business requirements for the separation exercise
and which outlined my proposed solution for how to identify images requiring
separation. I then obtained Service Co., compliance and M&GM sign-off for my
recommended approach.
o Discuss our proposals with EDM Group (the external company hosting the scanned
images) and arrange for them to undertake the separation, as well as arranging for the
business to check that the results had been applied correctly.
o Agree with the business the changes needed to their scanning processes to ensure
that no further scanned images were created which required separation.
 Prepare a detailed plan/schedule of events for the period leading up to (and beyond) the Part
VII Transfer of M&GM’s book of business to SFA. This schedule listed the various business
tasks that needed to be undertaken, the due date for these tasks and the task owners.