Building for growth

Independent Transition Management Limited (ITM) is a major service provider to the UK financial services industry, supplying specialist data management systems and support services to pension providers and other financial institutions.

ITM has focused on a growth strategy over the last five years with significant success – doubling its turnover from £6m in 2011 to £12m in 2017. They attribute much of this growth to their relentless emphasis on customer service, putting customers at the very heart of their business with processes focused on high-quality client relationship management.

We have worked with ITM since 2013, when they first engaged us as auditors and corporate tax advisers. Since then, we have worked closely with ITM helping to implement their strategic vision whilst supporting them with their growth programme.

One of ITM’s main long-term goals is capital growth. We collaborated with ITM to identify ways in which they can influence the value of their business. The recommendations were then presented to the senior management team, who are now using these levers to drive their decision-making.

As a service provider, having the right people in place is strategically important to ITM, to ensure all staff are focused on helping to deliver the company’s long-term goals. We have provided administrative services and advice on the company’s EMI scheme. With the EMI in place, the company has been able to provide additional benefits to senior staff members which has improved retention and aligned their interests to those of the shareholders.

ITM pride themselves on the quality of their systems and internal controls. Over the last three years, we have supported them in the completion of the ICAEW – accredited AAF 01/06 assurance report. The report demonstrates the standards to which ITM adhere to client service delivery. It also provides information and assurance to clients and their authors, with regards to the control environment within which ITM operates.

“Over the last five years, we have worked together with Roffe Swayne on a number of areas. The team are highly responsive, have strong technical expertise and provide great support. We look forward to continued collaboration in the future.” (Gurmit Dhesi, Finance Director at ITM)

Need our help?

For more information on our audit & assurance services, please contact Russell Chowney or call us on:

01483 416232