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In-person & Online
Thurs 19th Oct 2023
The Oval, London.

3 Incredible tracks, 30+ Amazing speakers to help you


David Thomas

Product Manager, Schroders Personal Wealth

Talk Title

Building an agile culture Schroders Personal Wealth

(Presented with Ben Hutchinson and Craig Woodhouse)

Talk Abstract


Schroders Personal Wealth (SPW) is a joint venture between Lloyds Banking Group and Schroders. SPW’s Mission is to change lives and help more people achieve their financial goals by showing them how their money has the power to make a positive difference. SPW believe more people deserve the chance to receive financial advice.


In the summer of 2022, SPW embarked on their agility journey, initially introducing agile ways of working to 100 colleagues in technology and subsequently broadening the initiative to the wider organisation. During this presentation, director of Technology, Craig Woodhouse and lead product manager Dave Thomas will describe the journey they went on. The first step was to define and create the agile culture that enabled SPW to deliver more value, through improved delivery and a stronger focus on prioritisation of business outcomes. We will bring to life the personal dynamics that needed to be in place so that technology could work hand-in-hand with business SMEs to prioritise and deliver value more quickly. The value stream design and team typologies will also be explored, showing how enabling teams can optimise the output of stream-aligned teams.


David Thomas is an innovative and collaborative change leader with a deep understanding of the client and colleague voice. He established the Agile Product function when launching new ways of working at SPW and currently leads the team.


David’s background includes a track record of delivering transformation programmes, innovating in the provision of financial advice and digital transformation of the customer journey. He previously established and led the Business Development Team at SPW and before that helped to build and deliver the SPW Joint Venture between Lloyds Banking Group and Schroders. Prior to that, David spent over 15 years in leadership and client facing roles as a practitioner within Financial Services.


David passionately believes in the principle of servant leadership and empowerment of cross functional teams to maximise value release and that technology, process and behavioural change should all be leveraged to achieve the business ‘mission’.


Outside of work, David has a young family and applies agile principles to coaching junior rugby players at the weekend!

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