Confidence to grow

Partnering with you every step of the way, our experienced consultants, specialists, and brokers are committed to achieving the outcomes that elevate your benefits.

Cost management. Benefit & reward programs that fit your budget.

Talent attraction & retention. Protect your people, shape your future workforce.

Risk management. Understand and balance your workforce risks.

Strategic planning. Be confident in your long-term planning and decisions.

The Challenge

Our client, a global private equity and venture capital firm, had built a portfolio of more than 50 software companies employing 65,000 people worldwide. Each entity managed its own employee benefits, resulting in fragmented arrangements, inconsistent provisions, and limited leverage of the group’s scale.

The client wanted to secure more competitive pricing across the portfolio and strengthen the benefit offering to support employee attraction and retention. Managing multiple renewal deadlines and differing employee profiles across the portfolio added further complexity.

Our Approach

Lockton analyzed the risk profile of each entity and the whole portfolio. We worked with selected insurers to create portfolio-wide private medical and group life assurance arrangements designed to deliver both enhanced benefits and better pricing. Flexibility was built-in to accommodate frequent M&A activity and time-critical requirements.

The Impact

10% savings across the portfolio companies.
Expanded medical cover including chronic care, gender dysphoria, and wellbeing services.
Premium increases consistently below expected medical inflation.