Introducing Preferred Management

UK-WIDE REACTIVE CLAIMS MANAGEMENTACROSS ALL TRADES

This document is the proprietary property of Preferred Management Solutions (PMS) Ltd.Copying or otherwise distributing the information contained herein without permission is a breach of confidentiality agreement.

COMPANY BACKGROUNDPreferred Management Solutions Ltd (PMS) is a full-service reactive maintenance and building services company, working with property management businesses, insurance firms, corporate landlords and large PLC’s to fulfil both planned and emergency property repair contracts across the UK. Established in 2010 and now both ISO 9001 and OHSAS 18001 accredited, we are quickly becoming a market leader in the provision of engineer and supply chain management to the reactive and planned maintenance industry. The company’s emergence in the home insurance sector has been key to expansion in the last 6 years and with a 24/7 customer and client contact centre in the North East, We now manage in the region of 2,000 reactive claims per month throughout the whole of the UK. With 5 specialist site based teams in different locations including satellite offices in West Yorkshire, Leicester and Bradford, planned growth in the coming months and years will mean that the capacity will increase to in excess of 10,000 claims per month. Service delivery in the field is split between directly employed teams specialising in plumbing and gas, together with an accredited multi trade supply chain, combining to ensure that clients can rely on a mobile and responsive multi skilled workforce targeted to deliver a high ratio of first time fix. All Field Engineers work with exclusive mobile technology to ensure that our highly trained operations and customer service teams are kept in the loop with real-time site updates to include risk assessment, instant upload photographs, site notes and digital job sign-off. Upcoming improvements will include compliance with the new CDM regulations. Pivotal to our expansion is the capacity to fulfil the additional requirements that larger contracts bring with them, within the timescales and with the degree of certainty that clients rightly demand. Further investment into our bespoke technology system Axis will enable us to fulfil repair contracts with greater efficiency and speed, providing the capacity required to quickly build on the 500 jobs we currently manage every week. To discuss the potential of becoming a Client or Partner, please contact a member of our management team on 0191 422 8825.

Our Current Clients...

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t: 0191 422 8825 f: 0191 580 0353 e: [email protected] w: www.preferredmanagement.co.uk

5 Blue Sky Way, Monkton Business Park South, Hebburn, Tyne and Wear NE31 2EQ

Preferred Management Solutions (PMS) Ltd is registered in England No. 07372003. VAT registration No. 108704526.

Shareholder’s Names, Number of Shares, % Shareholding

Name Position Shareholding

A J Morrison Taylor Operations Director 40%

D G Rae Finance Director 40%

Ian Davies Shareholder 20%

Advisors

PG and Co. (Phillip Gambril) Joe Donaghy

Payroll and Accountancy Health & Safety Consultant

• Chartered Certified Accountantsand Statutory Auditors

• Accounts preparation• Management and business accounting• Tax planning• Payroll

• NEBOSH General Certificate 2001• HSE DIPLOMA.(NEBOSH Diploma Equivalent) Nottingham Trent University 2005• Graduate Member of IOSH (No 103748) Certificate 2006• Principal Accident Investigation Certificate 2007• Train the Trainer Certificate 2007• Advanced Train the Trainer Certificate 2009• CIEH Supervising Food Safety (Level 3) Certificate 2009• Manual Handling Trainer Certificate (Pristine Condition) 2010• HAVS Assessor Certificate 2012

We are also advised by ELAS: Employment Law and HR.

Products and Services

Our primary focus is on the management of high volume home emergency and domestic claims management work across the UK, including First Notification of Loss (FNOL).

UK wide service provider to include: Across the following sectors:

• Reactive and Planned Maintenance • Insurance• Home Emergency and Claims Management • Residential• Building Management • Healthcare• Facilities Management • Retail• Project Management • Commercial

Controlled and managed from a centralised helpdesk and operating 24/7, Preferred Management deploys jobs to the following trades through a managed supply chain of over 600 partners:

• Gas • Electric • Locksmith • Oil• Plumbing • Roofing • General Trades • Decor and Handyman

We also have self-delivery for gas, plumbing and roofing across the North of England and the Midlands by directly employed Engineers.

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BENEFITS AND FEATURES

Key USP’s

• Full national coverage across all trades, including Northern Ireland.• Single point of contact for all progressions and updates for both clients and end users.• Mobile and responsive multi-skilled work force targeted to deliver a high ratio of first time fix.• Bespoke job management system providing a consistent approach and delivery of work within agreed rates.• Single point of contact for accounting and invoicing, supporting clients by reducing costs in operations.• Directly employed Engineers in liveried vans, covering all aspects of gas, plumbing and roofing.

24/7 Service

24/7 customer and client centre operating state-of-the-art systems from our North East based head office. Our highly trained, experienced team are on hand to process jobs 24 hours a day, 7 days a week.

National Coverage

Highly trained Operations and Customer Service staff underpinned by a supply chain of qualified tradesmen and managed by a dedicated team to ensure competency and compliance in both Health & Safety and customer satisfaction.

Bespoke Workflow Management Software

workflow management

Our job management software has been built from the ground up since inception in 2010, growing organically with our client and Engineer needs in mind. We are constantly redeveloping the system to allow a smooth and consistent delivery of service for our staff, together with the addition of real time site updates to our clients. Axis functionality is intuitive and interactive to ensure every client can see their work, delivered and reported in a way to suit their needs and objectives. See page 9 for more details.

Dedicated Team

Dedicated management team with vast and unique blend of experience in refurbishment, building maintenance and management, property, finance and customer service, providing quality of work while protecting client costs and delivering within strict service level agreements.

Self Delivery in the Field

On-site Audits by our Health & Safety Team

Multiple Sites located throughout the UK

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MANAGEMENT STRUCTURE, AREAS OF RESPONSIBILITY AND KEY JOB ROLES

Finance Team Operations Helpdesk

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

OperationsAssistant

Cheryl StephenClient Relations

Officer

Kelly MathesonClient Relations

Officer RepairEngineer

North

RepairEngineer

RepairEngineer

Preferred Gas

RepairEngineer

Midlands

RepairEngineer

RepairEngineer

Service Centre

OperationsAssistant

Wayne ConnollyService Manager

OperationsAssistant

OperationsAssistant

PG & CoPayroll and

Accountancy

Tony MorrisonOperations Director

Dean RaeFinance Director

Claire LuptonOffice Manager

(North West)

Steve MckeownNetwork & Business

Development Manager

Gary WallacePreferred Gas

Field Team Director

Joe DonagheyHealth & Safety

Consultant

Loren SimmonsTrainingOfficer

Network Team

AccreditedSupplier Network

Henry Robinson-MooreHealth & SafetyOfficer (North)

Karen CookNetwork Co-ordinator

NetworkAdministrator

H&S OfficerLondon / South

AccreditedSupplier Network

HEAD OFFICENewcastle

DEPLOYMENTBradford

FNOL CENTREShipley

SERVICE CENTRELeicester

PREFERRED GASNewcastle

PREFERRED GASMIDLANDSLeicester

FinanceManager

FinanceAssistant

FinanceAssistant

Kas KhalilOperationsManager

Dean Rae Tony Morrison Kas Khalil

Finance Director Operations Director Operations Manager

• Project and infrastructure planning• Business growth and development

• Project and infrastructure planning • Business growth and development • Recruitment and training

• HR • Recruitment and training • Business development • IOSH qualified • NVQ Level 3 Management CQF

Steve Mckeown Loren Simmons Karen Cook

Network/Business Development Manager Training Officer Network Co-ordinator

• New and existing client development• New business tendering• Supply chain management• Network Health & Safety and site audits• Procedural implementation• IOSH qualified

• Day-to-day operations management• Customer service and client care• Training and appraisals• NVQ Level 3 Management CQF

• Accredited network compliance and development• Client care and Engineer Health & Safety

Gary Wallace Kelly Matheson Cheryl Stephen

Preferred Gas Field Team Director Client Relations Officer Client Relations Officer

• Senior Install / Repair Engineer• Gas Safe registered

• Team mentoring and development• Management of individual client relationships• Complaint resolution

• Team mentoring and development• Management of individual client relationships• Complaint resolution

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MULTI-SKILLED WORKFORCE AND DEDICATED SUPPLY CHAINS IN VARIOUS LOCATIONS ACROSS THE UK

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PREFERRED MANAGEMENTHEAD OFFICE

Newcastle upon Tyne

PREFERRED GASHEAD OFFICE

Newcastle upon Tyne

PREFERRED GASMIDLANDS

Leicester

PREFERRED MANAGEMENTSERVICE CENTRE

Leicester

UK-WIDEACCREDITED

SUPPLY CHAIN

PREFERRED MANAGEMENTFNOL CENTRE

Shipley

PREFERRED MANAGEMENTDEPLOYMENT

Bradford

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5 SPECIALIST SITES ACROSS THE UK

PREFERRED MANAGEMENT (NEWCASTLE UPON TYNE)


Specialist 24/7 contact centre with state-of-the-art bespoke job management system and an experiencedteam of Operations Assistants available 24/7 to manage emergency jobs across the UK.

Also based here is the Finance Team, Network Team and Business Development Team.

PREFERRED GAS (NEWCASTLE UPON TYNE) PREFERRED MANAGEMENT (FNOL CENTRE)


15 Mercury Quays, Ashley Lane, Shipley,West Yorkshire BD17 7DB

Specialist Installation Team for domestic gas (currently accredited partner for SSE for North of England on

domestic installations) with directly employed Engineers in liveried vans covering gas and plumbing. Operating 24/7 throughout the North of England for emergency repairs.

Specialist Call Handling Team working out of hours to ensure insurance claims are accepted and validated

accurately and within agreed SLA’s.

PREFERRED MANAGEMENT (SERVICE CENTRE) PREFERRED GAS (MIDLANDS)

TLG, Hope Business Park, Hope Park Business Centre, Bradford BD5 8HH

Blaby Business Centre, 33 Leicester Road,Blaby, Leicester LE8 4GR

Specialist Deployment Team working around the clock to allocate emergency jobs across the UK within

agreed SLA’s.

Specialist domestic gas service and CP12 centre for gas and plumbing with directly employed Engineers in liveried vans covering gas, plumbing and roofing. Operating 24/7

throughout the Midlands for emergency repairs.

ACCREDITATIONS

ISO 9001 Accredited

OHSAS 18001 Accredited

Contractors Health & safety Assessment Scheme (CHAS) accredited

Safe Contractor approved

Rewarded with ‘Employer of Excellence’ by ELAS

Gas Safe Registered

Gold Accredited Installer for Worcester Bosch Group

Accredited installer for BAXI

IOSH Accredited

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Introducing Axis Workflow Management... Our Bespoke Job Management SystemFollowing our successful delivery of multiple blue chip contracts through Preferred Management, we are delighted to have launched Axis Workflow Management, our integrated task management, document upload and reporting system. Using a central dashboard view, our operatives are able to efficiently manage, track and compliantly progress reactive and planned jobs through to completion.

Our Preferred Standard now extends to Axis, providing greater control, freedom and management on each and every job.

Key Features and Functionality• Bespoke CRM and functional job management system operated via a central dashboard.• Dual screen functionality.• System progression for a fully-tracked claim, from inception to completion.• Interactive client login, enabling real time updating.• Smartphone compatibility, with customer satisfaction signature and job photograph upload facility.• Instantaneous engineer updates and on-site Risk Assessment confirmation via a secure, web-based portal.• E-mail and SMS functionality.• Job-specific document upload and sharing facility.• Client-specific rate card matrix.• Integrated appointment management system to ensure SLA’s and ETA’s are met.

Axis already delivers an efficient, effective and intuitive job management solution but we are always looking to improve it. Future system enhancements will include automated contractor and client invoicing, improved on-site functionality to expedite job completion, client portal integration and many more updated features.

workflow management




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Regionally Branded Teams for Gas and Plumbing

Extending the ‘Preferred Standard’Following on from our successful delivery of an emergency gas and plumbing service through our managed national supply chain, Pre ferred Management now operates a specialist team of directly employed, Gas Safe engineers covering the North of England and the Midlands.

Using liveried vans, we specialise in emergency plumbing and gas repairs and with a new focus; boiler installation, aiming to be a leading provider of boiler installations and offering guarantees of up to 10 years across our premium range of boilers.

Self delivery is available in the NE / SR / DH / DL / TS / CV / LE / B / NG / NN postcodes and we also deliver our own parts nationwide to the Preferred Management network.

Our Services• Boiler Installations using our high skilled, professional install specialists.• Premium boilers backed by guarantees of up to 10 years.• Total piece of mind from Worcester and BAXI approved installer.• All gas and plumbing emergency repairs.• Servicing and maintenance.• Planned and reactive maintenance.• North East based call centre.




IN THE MEDIA

Growth planned and new jobs created as Preferred Management Solutions secures six figure investment

A North East firm that manages home emergency property insurance claims is aiming to win more, bigger and better contracts after putting expansion plans into action with the help of new outside investment.

Preferred Management Solutions Ltd (PMS) is a full-service reactive maintenance and building services company, working with property management businesses, insurance firms, individual landlords and large plcs to fulfil both planned and emergency property repair contracts across the UK.

The Hebburn-headquartered firm, which also has offices in London, Leicester and Bradford, is investing in an upgraded bespoke job management system after working with regional fund management firm NEL Fund Managers to access £175,000 from the Finance For Business North East Growth Fund.

The new technology will enable it to fulfil repair contracts with greater efficiency and speed, and will provide the capacity it requires to build on the 500 jobs it currently manages every week.

Six new North East jobs are expected to follow in the coming months, taking the total PMS team up to 32. By 2018, a further 14 are set to be created.

Founded in 2010, Preferred Management Solutions carries out emergency repairs on building and sites of all sizes through a growing roster of fully-vetted contractors who cover every trade.

The company also launched its own self-delivery service last year, and runs a PMS-liveried gas division.

Operations Director, Tony Morrison said:

“The key to our expansion is having the capacity to fulfil the additional requirements that larger contracts bring with them, within the timescales and with the degree of certainty that clients rightly demand. We’ve built up a strong reputation in our industry and already work for a roster of impressive names, and the investments we’re making in further improving how we manage, monitor and deliver our services gives us the confidence and flexibility to take the business to the next level. The relationships we have across the industry are absolutely crucial when it comes to being considered for tender lists and contracts, and we’re working hard to strengthen the direct links we have with insurance firms, larger property management businesses and other specifiers. We’ve already added to the team this year, and our expectations are that many more North East jobs will follow as our expansion plans are rolled out.”

He added that the options offered by the Growth Fund fitted well with the firm’s requirements, the NEL team helped it “crystallise” business planning on how to use the investment.

Investment manager David Thomas said: “PMS has a strong, scalable business model that has already shown how well it works, and the resources it now has in place provide the capacity required to do even more over the next few years.”

Established by holding fund manager North East Finance (NEF) in 2010, the £159.5m Finance for Business North East (FBNE) programme is a suite of seven venture capital and loan funds which provide investment for start-up and growing businesses in the North East.

Its aim is to support 950 companies and to create or safeguard almost 10,000 jobs.

(Evening Chronicle 07/04/2016)

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Tony Morrison of PMS, Chris Parker of NEL and Dean Rae of PMS

Documents

Introducing Preferred Management