Scottish Friendly Tech Stack

Friendly society managing £5B+ in savings and investment products

Financial Services Glasgow 201–500 employees Founded 1862 Privately Held

Scottish Friendly is a 162-year-old mutual financial services firm with 700,000+ members and £5B+ in assets under management. The tech stack (SQL Server, Oracle, Python, Power BI) reflects a traditional financial services operation mid-modernization. Current hiring skews heavily toward finance and support roles with actuarial focus, while active projects reveal dual pressures: regulatory compliance (Pillar 2, ICARA reporting, SFCR production) and customer retention (churn reduction, loyalty programs, next-best-action messaging).

Tech Stack 15 technologies

Core StackMailchimp Oracle SQL Server PL/SQL Python Power BI Java SQL SQL Server Integration Services Sybase XSLT Excel Word Outlook SQL Server Management Studio

What Scottish Friendly Is Building

◆Challenges

Improving valuation processes
Implementing regulatory changes
Improving existing processes
Product optimisation
Reduce churn
Increase revenue from existing customers
Enhance customer loyalty
Inefficient policy admin processes

▲Active Projects

Isa product development enhancements
Production of sfcr and annual report & accounts
Annual experience analysis for assumption setting
Pillar 2 methodology implementation
Icara reporting
Risk assurance for asset management activities
Improving valuation processes
Customer development campaign plan
Next best action messaging
Email marketing plan

Hiring Activity

Accelerating9 roles · 5 in 30d

Department

Finance

Support

Actuarial

Marketing

Product

Seniority

Mid

Senior

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About Scottish Friendly

Scottish Friendly operates as a friendly society—a member-owned mutual with no external shareholders—offering savings accounts, ISAs, Junior ISAs, and family investment products to over 700,000 UK-based members. Established in 1862 as the City of Glasgow Friendly Society and based in Glasgow, the firm manages more than £5 billion in customer assets. The product portfolio centers on tax-advantaged savings vehicles and investment accounts. Operationally, the firm is navigating multiple regulatory mandates (PRA/FCA-regulated) while addressing internal challenges around policy administration efficiency, valuation processes, and customer retention.

HeadquartersGlasgow

Company Size201–500 employees

Founded1862

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What tech stack does Scottish Friendly use?

Primary stack: SQL Server, Oracle, Python, Power BI, SQL Server Integration Services, PL/SQL. Supports Excel, Word, Outlook for user-facing work. Mailchimp for email operations.