Client Overview:
Partnership Assurance, now part of JRP Group following its merger with Just Retirement in 2016, is a UK-based financial services and retirement solutions provider specialising in retirement income, life assurance, and long-term care products. With over £5 billion in funds under management and more than 120,000 policies managed on behalf of policyholders, the organisation operates within the highly regulated UK financial services sector where strong governance, compliance oversight, and operational efficiency are essential.
Known for its award-winning customer service and expertise in lifestyle and health-based retirement products, Partnership Assurance selected Symbiant’s Audit Management Software to help simplify audit recommendation tracking, improve reporting efficiency, and support cross-department collaboration across audit and compliance activities.
Primary Industry Type:
Financial Services / Retirement Services / Insurance
Headquarters:
Reigate, Surrey, United Kingdom
Partnership Assurance Chooses Symbiant Audit Management Software
For internal audit teams, efficiently tracking recommendations, monitoring progress, and producing clear status reporting can become increasingly difficult when relying on manual processes or disconnected systems.
Partnership Assurance required a more effective and resource-efficient way to manage audit recommendations while ensuring users across the business could easily engage with the system.
By implementing Symbiant’s agile Audit Management Software, the organisation gained a flexible and intuitive platform capable of simplifying audit action tracking, improving visibility, and supporting collaboration across departments.
The Challenge
Before implementing Symbiant, Partnership Assurance needed a solution capable of:
- Tracking audit recommendations efficiently
- Simplifying status reporting
- Improving collaboration across departments
- Reducing administrative workload
- Providing an intuitive user experience
- Supporting small audit teams with limited resources
- Enabling wider business engagement with action tracking
Selecting a system that was straightforward to implement, easy to maintain, and efficient to report from was essential.
Why Partnership Assurance Chose Symbiant
For Partnership Assurance, one of the most significant advantages of Symbiant was the ability to simplify and streamline audit recommendation tracking while dramatically improving reporting efficiency across the business.
Rather than relying on fragmented tracking methods and manual reporting processes, the organisation gained a centralised and highly intuitive platform capable of providing clear visibility over audit actions and recommendation progress.
“Symbiant Tracker has allowed us to record progress against recommendations and produce status reports in an extremely efficient and effective manner.”
The organisation also highlighted how straightforward implementation and configuration helped accelerate adoption across users and departments.
“Implementing and configuring the system was straight forward and positive feedback has been received from business users who have found the system to be extremely easy and intuitive to use when updating status for their recommendations.”
Ease of use became a particularly important factor in driving engagement across the wider business. Because the platform was simple and intuitive to interact with, departments beyond Internal Audit quickly began adopting the system for their own action tracking and monitoring activities.
“As testament to the effectiveness of the system it is also being used by other departments in the company to track actions, including Compliance for any actions arising from their compliance monitoring programme.”
For smaller Internal Audit teams, operational efficiency and minimising administrative overhead can be critical. Partnership Assurance specifically highlighted the importance of selecting a solution that required minimal resources to implement, maintain, and report from, while still delivering strong functionality and visibility.
“Whilst the benefits will apply irrespective of the size of the audit team, for a small internal audit department selection of a recommendations tracking system that required minimal resource to set up, maintain and produce reports was essential and choosing Symbiant Tracker has proved to be a sound decision.”
By combining intuitive workflows, efficient reporting, strong cross-department adoption, and low administrative overhead, Symbiant helped Partnership Assurance create a more scalable and effective approach to audit recommendation tracking and compliance action management.
Symbiant Modules Supporting Partnership Assurance – Solution Reviews
Audit Management Solution
★★★★★ Rated 5/5
Helping organisations simplify audit tracking, improve reporting visibility, and strengthen accountability across audit activities.
Audit Modules
★★★★★ Rated 5/5
Provides visibility and accountability across audit recommendations and actions while simplifying progress tracking and reporting.
★★★★★ Rated 5/5
Centralises audit documentation, evidence, planning, and reporting activities into one connected environment.
★★★★★ Rated 5/5
Supports structured audit assessments and information gathering activities.
Key Outcomes
Following implementation, Partnership Assurance achieved:
Audit Action Tracking Designed Around Your Team
Symbiant’s Audit Management Software is designed to help organisations simplify audit workflows while remaining flexible and intuitive for users across the business.
From audit recommendations and action tracking to reporting and assessments, Symbiant provides connected audit management capabilities without the complexity often associated with traditional enterprise systems.
