When Paula Constant joined Personal Group as Chief Executive she inherited a respected business with strong client relationships, but also fundamental questions about its future direction. The team needed a clearer view of where future growth would come from and how to prioritise investment. Over the course of a year, Paula and her team reshaped the company’s strategy and translated hard questions into tangible commercial outcomes.
“What we’ve worked through together has given us really firm conclusions to take forward. It helped crystallise our strategy, grow our portfolio and give us a specific place to play in the market.”
Paula Constant, CEO, Personal Group
At a glance:
- Challenge: clarifying future growth strategy under investor scrutiny.
- Approach: market sizing, proposition focus, portfolio development.
- Results:18% uplift in insurance sales, renewed contracts, share price >2x.
The results
The strategy shift delivered clear results, both operationally and in the market:
- 18% uplift in insurance sales.
- Clear SME focus helped re-sign contracts and open new partnerships.
- Share price rose from 150p to 330p.
- Five-year strategy in place to triple EBITDA and surpass £100m in revenues.
- Investors responded positively across multiple updates.
Reflections on leadership
Reflecting on the process, Paula highlighted the value of creating space to step back from immediate pressures and think deeply about strategy. She emphasised the importance of asking the right questions, being prepared to pivot when the evidence suggests it, and having a trusted external sounding board.
If your organisation is facing similar strategic questions, we would be happy to discuss how we can help you find clarity and unlock growth. Please get in touch.
