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Case study | Org transformation

Managing large‑scale consultation programmes following a merger

Supporting 716 employees through a complex post-merger consultation programme, combining legal rigour with a genuinely people-focused approach

Client overview

Business type

Financial services

Locations

UK

Employees

8,000 

Key outcomes

  • 716 employees consulted across two formal consultation rounds
  • Only 8 appeals raised across the entire programme
  • Over 60 percent of consultations delivered by NFP

The challenge

Following a major merger and integration programme involving Allianz, Liverpool Victoria (LV) and Legal & General, the newly combined organisation needed to undertake a large‑scale people change initiative. The transaction brought together different operating models, cultures and structures, resulting in role duplication, organisational redesign and significant impact on employees.

Two formal rounds of consultation were required, impacting 716 employees across the merged organisations. All activity had to be delivered virtually over a compressed three‑month period, while internal HR teams were already heavily engaged in wider post‑merger integration activity. The programme required a consultation approach that was legally robust, operationally efficient and deeply human, ensuring individuals felt supported, informed and treated with care throughout a highly sensitive period of change.

Key challenges included:

  • Delivering large‑scale consultation as part of a complex post‑merger integration
  • Managing two formal consultation rounds for 716 employees
  • Joining the programme mid‑delivery as an external partner
  • Navigating differing cultures, processes and expectations

Steve Foulger
Director of Organisational Change and HR Services

The solution

NFP was appointed to provide both project leadership and hands-on delivery, acting as a trusted extension of the client’s HR teams.

Our approach put people first at every stage, ensuring consultations were handled with empathy, structure and consistency, while remaining legally defensible. We flexed quickly to meet demand and adapted seamlessly into the programme, supporting managers and employees alike.

NFP delivered:

  • End-to-end project management of the consultation process
  • Stakeholder, union and employee relations management
  • Central communications coordination, including briefings and FAQs
  • Consultation script drafting and review
  • Attendance at consultation meetings with managers and employees
  • Detailed consultation notes and outcome letters
  • Management of complex cases, appeals and grievances
  • Coordination of suitable alternative employment offers
  • Settlement agreement execution in liaison with law firms
  • Payroll and compensation liaison
  • Redundancy documentation and exit planning
  • Post-programme insights, observations and recommendations

As trust grew, NFP became the lead consultation delivery partner, managing over 60 percent of all meetings and significantly reducing pressure on the internal HR function.

The results

For their organisation

Consistent and compliant consultation delivery

Delivered legally robust and consistent consultation outcomes at scale across the programme.

HR capacity protected

Freed internal HR teams to focus on broader post-merger priorities.

Flexible, cost-efficient resourcing

Scaled capacity quickly and efficiently while remaining within budget.

For their people

Respectful and empathetic experience

Provided a supportive and empathetic consultation experience during a period of uncertainty.

Clear and structured communication

Ensured clear communication and well-prepared consultation meetings throughout.

Confidence in being heard

Gave individuals confidence that their circumstances were listened to and accurately recorded.

How wrong I was to think external support wouldn’t feel the same as in-house. NFP were incredibly prepared, knowledgeable and removed so much pressure.

Jo Nash, LV

Explore people‑first support for post‑merger change

Discover how NFP delivers legally robust, compassionate consultation programmes that protect both people and organisations during complex M&A integration.


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