Robert Mclarty Email & Phone Number

Edinburgh, Scotland, United Kingdom

Responsibility for the provision of key business analysis activities across a number of projects / strategic initiatives following the acquisition of Standard Life by the Phoenix Group and the subsequent ‘decoupling’ of Standard Life Aberdeen. Working with key stakeholders across a number of business / IT areas, using in-house project methodologies, capture requirements / information for a number of strategic / bespoke initiatives.

Scottish Widows, Edinburgh

Responsibility for the delivery of the IT solution required to support customers redress within the Rectification Programme for Customer Solutions in Scottish Widows. The key deliverables being the provision of a Late Payment Interest calculator ensuring a standard ‘Treating Customers Friendly’ approach is used for all customer claims (across all platforms) along with system enhancements to allow customers to easily amend their retirement date, including the associated lifestyle changes required. Key responsibilities • Manage the project through Solution Design, Build and Deployment providing regular updates to the business• Manage Onshore and Offshore IT Delivery teams, including the provision of Quality Assurance Testing• Engage with Release Management to ensure Rectification projects are accepted and delivered within the Release footprint (in place to support delivery of multiple cross functional projects) and timely delivery of Stage Gate project documentation (Gates 1-6) • Management of full end to end budgets (up to £3m)• Engaging with Solution Architects ensure solution is clearly documented and relevant approvals are obtained• Provision and management of full End to End project plan ensuring timely delivery of all activities / milestones• Ensure test plans completed and approved for both Quality Assurance and Business Acceptance Testing• Represent IT at both internal Working Groups and Steering forums• Timely reporting including the provision of clear and concise ‘plan on a page’ • Ensure adequate and suitable business resource is made available to support the project, especially during requirements gathering and testing • Manage inter project dependencies including the provision and acceptance of ‘donor’ responsibilities • Provision of all supporting project documentation

• Establish a full end to end plan, ensuring all Immediate Benefits, Communication activities and Council Management deliverables are documented, task owners are identified and deliverables are clearly articulated• Establish an operating model to ensure all member specific activities are captured on the ACCA Communications plan• Establish a governance framework to ensure all Risks, Issues and Actions are captured and actively pursued• Implementation of a reporting framework across all work-streams, ensuring timely provision of Executive Team updates• Stakeholder management across both organisations, ensuring ‘joined up’ approach taken for all activities and points of contact established to ensure key milestones delivered in a timely and professional manner.• Pro-actively manage both the ACCA and Joint Oversight Project Groups ensuring guidance and direction is provided by the project sponsor and other senior management

Edinburgh, United Kingdom

Recruited with specific objective of setting up and launching four new Investment Funds for a single client (value USD 800M) and ensuring the current finance system (Agresso) is upgraded in a timely and cost effective manner.Key responsibilities • Management of full end to end plan, ensuring all key Legal, Oversight, Transition, Marketing and Sales tasks completed • Ensure Communication and Dealing Plans (including the completion of Dry Runs) in place to facilitate fund launch(es)• Ensure Trustees, Administrators, Back Office Service providers, Prime Broker and Custodian arrangements in place, including provision of appropriate fund documentation • Provision of a ‘Treating Customers Fairly’ approach to ensure remaining fund holders are not penalised• Vendor Management ensuring key deliverables are articulated and key milestones met and solution is ‘fit for purpose’• Engage with IT to ensure all Infrastructure, Data Feed and Support activities are undertaken• Ensure Full Test plans in place for UAT and subsequent issues are clearly articulated and progressed in a timely manner• Provision of a detailed Implementation plan to support the ‘go live’ weekend• Completion and approval of Project Initiation documentation• Chair all Steering and Project Team meetings, including the provision of Project Status Reports• Management of project logs, including Actions, Risks, Issues and Decisions made• Provision of all project reporting• Stakeholder engagement, ensuring Martin Currie executive members fully aware of progress

Edinburgh

Following internal restructure of Libor Loan Operations, transferred to Group Change Management (Feb 2014) to work solely on the Mandatory Cost Rectification Programme (initial provision set at £30m). Key responsibilities • Full ownership of all MCR Governance and Programme Reporting ensuring all outputs comply with LBG Policy• Implementation of a standardised reporting process across all eight workstreams • Conduit for Ernst & Young (Customer Treatment Strategy workstream) ensuring strategic documentation provided in a suitable and timely manner• Budget management ensuring early indication of variance where appropriate (Final Programme costs circa £4m) • Delivery approach documented for individual project stages and subsequently agreed by all internal/external stakeholders• Obtain Executive Sponsor approval to move to next Stage Gate for the Programme• Full end to end planning with all Level 1 / Level 2 milestones reported and Change Controlled via Steering / Programme Management Group meetings• All MCR Reporting including updates to Group Rectification Forum, Global Payments Divisional Risk Committee and LBG Audit Committee• Ensure Communication plan fully documented, including key milestones, and approved by MCR Steering• Introduction of Conduct Risk Appetite Matrix, ensuring measurements approved by Programme Steering Group• Deputise for Programme Manager ensuring business approvals obtained and key milestones delivered• Chair fortnightly Programme Management Group meetings • Secretariat for MCR Steering including provision of all material and ensuring governance standards maintained • Input to updates provided to the FCA • Ensure Programme RAID log kept up to date with ‘missed dates’ escalated as appropriate• Obtain CMU approval(s) for recruitment of circa 50 FTE additional resource• SharePoint administrator ensuring all documentation correctly completed, available and version controlled

Edinburgh, United Kingdom

Initially my role, as part of the Additional Temporary Work team, was to deliver a portfolio of projects not included within the LBG Commercial Banking strategic project plan. Key responsibilities • Following strategic direction to remove ability for customers to fax instructions for payments, manage the transition / on-boarding of Commercial Banking customers to an on-line payments channel (circa 1300 clients)• Cleanse of security information for circa 5,300 customers with borrowing > £250k, including the input of missing information, to ensure records are complete prior to migration to strategic CMS solution• Scanning and input of signatures and signing rules for circa 400 clients to ensure work requests processed in a more timely manner and reduce the number of referrals to Client Banking• Creation of a ‘bau’ process to support the movement of connections within Commercial Banking Model platforms • Undertake a pilot Rectification exercise for Mandatory Cost Rectification (under Libor Loan Operations) to allow full and robust financial and resource planning to be undertaken

Edinburgh, United Kingdom

Deliver a portfolio of projects not included within the LBG Commercial Banking strategic project plan. • Manage the transition/on-boarding of Commercial Banking customers to an on-line payments channel (circa 1300 clients)• Cleanse of security information (c5,300 customers) with borrowing > £250k, including the input of missing information, to ensure records are complete prior to migration to strategic CMS solution• Scanning and input of signatures and signing rules for circa 400 clients • Undertake a pilot Rectification exercise for Mandatory Cost Rectification to allow full and robust financial and resource planning to be undertakenTransferred to Group Change Management (Feb 2014) to work solely on Mandatory Cost Rectification Programme (initial provision set at £30m). • Governance and Programme Reporting Lead ensuring all outputs comply with LBG Policy• Implementation of a standardised reporting process across all eight workstreams • Budget management ensuring early indication of variance where appropriate (Final Programme costs circa £4m) • Introduction of Conduct Risk Appetite Matrix, ensuring measurements approved by Programme Steering Group• Full end to end planning including all Level 1 / Level 2 milestones • All Reporting including updates to Group Rectification Forum, Global Payments Divisional Risk Committee and LBG Audit Committee• Maintenance of Change Control Register ensuring all dialogue channeled through the correct resources• SharePoint administrator ensuring all documentation correctly completed, available and version controlled

Edinburgh, United Kingdom

Working within the Transformation Programme, project managed a key work stream within the Risk function, with the objectives of setting up an Insurance Risk Team together with appropriate Risk Management Framework and Target Operating Models. Also, ensured all associated risk data was migrated and management information capabilities were delivered in line with the requirements detailed by the appropriate Risk business functions.Key responsibilities • Managing a team of seven ensuring key tasks are undertaken in line with reported milestones• Work stream reporting and provision of updates at Programme Implementation Board• Management, including appropriate escalation, of all work stream Risks and Issues • Represent the Programme and work stream at regular management meetings• Creation and monitoring of a detailed business plan, ensuring milestones are aligned with other programmes• Provision of a High Level Plan for senior managers• Documentation of engagement approach and responsibilities for delivery of Risk MI, migration of all risk associated data and Target Operating Models • Recruitment / selection of Programme support personnel

Edinburgh, United Kingdom

Working within eCommerce, owners of the Corporate online channel (c40k customers), and with all key stakeholders within Transactional Banking, solely responsible for the delivery of a robust working baselined plan for the Customer Experience business work stream. Implemented project governance, including risk and issues management, for the delivery of all tasks to ensure the objectives and benefits detailed in the LBG/HBOS Integration plan are realised. Key responsibilities • Creation of a detailed business plan, dovetailing tasks with IT plan - resulted in streamlined delivery approach being undertaken• Obtain full understanding of tasks undertaken by key stakeholders, ensuring dependency agreements implemented for all associated activities• Undertake full review of Risk/Issue register, validating entries and ratings and identification of additional risks/issues• Working to tight timescales manage the activities required to gather all business costs to be included within the full Business Case submission

Edinburgh, United Kingdom

Part of a high profile team responsible for design, build and deployment of a FSA Compliant solution (cost £4.3m) to improve the management of impaired connections, standardise case management, reduce manual intervention and deliver enhanced streamlined reporting. Implementation of this strategic solution (across several UK sites), including workflow management, reduced the unit’s operating costs and facilitated the decommissioning of several legacy systems.Key responsibilities • Change agent, ensuring department fully prepared for implementation and seamless transformation to new environment• Preparation and monitoring of business plan through entire life cycle• Working with external dependencies to ensure tasks are carried out in line with the project plan • Ensure solution delivery meets expectations of FSA, reporting progress as appropriate• Management of tasks required to ensure all required data is identified, mapped and ready (updated) for migration• Process mapping the ‘as-is’ and ‘to be’ processes• Identification of re-engineering opportunities that can be introduced immediately or built into solution• Management of User Acceptance Testing ensuring timely feedback of any issues/re-work• Planning, material preparation and resource management for the training of 300+ users• Ensure all supporting documentation, including Procedures Manuals are in place for live date• Stakeholder management and provision of regular communication updates to staff and ‘Super Users’

Guernsey

A leading role in the successful implementation of Offshore Banking Services for Clydesdale Bank PLC. Working as the conduit between the administration provider and Clydesdale Bank, responsible for Application Form design including web based applications, software testing and full documentation of ‘end to end’ procedures including transactional processing, Anti-Money Laundering requirements and interest rate risk / liquidity management. Full responsibility for the migration of the existing offshore customer base (£50m+) from the ‘in-house’ service provider.Key responsibilities • Monitoring of aligned cross-functional work plans ensuring completion of agreed milestones • Lead stakeholders workshops ensuring documentation of all requirements and dependencies • Liaison with IT Suppliers ensuring deliverables meet with business requirements• Ensure operational procedures meet with Guernsey Financial Services Commission requirements• Documentation of all procedures, including flowcharts to support Offshore operation• Software testing including the preparation of test scripts and logging of faults • Evaluation of pilot and implementation of enhancements to ensure customer experience is maximised• Design and provision of narrative for help screens for web application• Ensure Service Level Agreements meet with contract obligations and ensure monitoring tools in place

Glasgow

Following 15 years in various roles, now accountable for various strategic, re-engineering and commercial/technical projects across the GroupKey responsibilities • Identify and assess change opportunities including costs & benefits• Convert agreed strategic direction into deployment plans• Development and documentation of ‘to be’ process and obtain sign-off by key stakeholders• Implementation / Change management activities to achieve staff buy in • Provision of project close out and handover (both internally and with vendor)• Due diligence of current organisational structure and impact assessment on transfer• Relationship Manager for regular NAG / 3rd party progress meetings• Evaluation and scoring of Tenders (Contract values in excess of £1m pa)• Sign-off and realisation of benefits (typically £300k / €400k p.a.)

Glasgow

1998 - 1999 Policy Development & Research Officer, European Credit Bureau, NAG 1995 - 1998 Business Analyst, Process Development, Clydesdale Bank plc1985 - 1995 Branch Banking - Various Roles, Clydesdale Bank plc

Education record

Education record