UK-WIDE REACTIVE CLAIMS

UK-WIDE REACTIVE CLAIMS MANAGEMENT
ACROSS 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 BACKGROUND
Preferred 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: info@preferredmanagement.co.uk 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 Accountants
and 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.
3

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
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Operations
Assistant
Cheryl Stephen
Client Relations
Officer
Kelly Matheson
Client Relations
Officer Repair
Engineer
North
Repair
Engineer
Repair
Engineer
Preferred Gas
Repair
Engineer
Midlands
Repair
Engineer
Repair
Engineer
Service Centre
Operations
Assistant
Wayne Connolly
Service Manager
Operations
Assistant
Operations
Assistant
PG & Co
Payroll and
Accountancy
Tony Morrison
Operations Director
Dean Rae
Finance Director
Claire Lupton
Office Manager
(North West)
Steve Mckeown
Network & Business
Development Manager
Gary Wallace
Preferred Gas
Field Team Director
Joe Donaghey
Health & Safety
Consultant
Loren Simmons
Training
Officer
Network Team
Accredited
Supplier Network
Henry Robinson-Moore
Health & Safety
Officer (North)
Karen Cook
Network Co-ordinator
Network
Administrator
H&S Officer
London / South
Accredited
Supplier Network
HEAD OFFICE
Newcastle
DEPLOYMENT
Bradford
FNOL CENTRE
Shipley
SERVICE CENTRE
Leicester
PREFERRED GAS
Newcastle
PREFERRED GAS
MIDLANDS
Leicester
Finance
Manager
Finance
Assistant
Finance
Assistant
Kas Khalil
Operations
Manager
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
6
PREFERRED MANAGEMENT
HEAD OFFICE
Newcastle upon Tyne
PREFERRED GAS
HEAD OFFICE
Newcastle upon Tyne
PREFERRED GAS
MIDLANDS
Leicester
SERVICE CENTRE
Leicester
UK-WIDE
ACCREDITED
SUPPLY CHAIN
FNOL CENTRE
Shipley
DEPLOYMENT
Bradford

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5 SPECIALIST SITES ACROSS THE UK
PREFERRED MANAGEMENT (NEWCASTLE UPON TYNE)
5 Blue Sky Way, Monkton Business Park South,
Hebburn, Tyne and Wear NE31 2EQ
Specialist 24/7 contact centre with state-of-the-art bespoke job management system and an experienced
team 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)
5 Blue Sky Way, Monkton Business Park South,
Hebburn, Tyne and Wear NE31 2EQ
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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9
Introducing Axis Workﬂow Management... Our Bespoke Job Management System
Following 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

1010
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, Preferred
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

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