Case Studies

Apprenticeship Case Studies

Whether you are looking for a job that enables you to carry on learning, or are in employment and want to gain further qualifications, an Apprenticeship could be the option for you.

Apprenticeships are an excellent progression option for candidates wishing to progress into a career, gain work experience and continue to learn and gain relevant, industry-recognised qualifications.

This case study section includes case studies of real-life apprentices talking about their own experiences.  



Case Study - Skills Solutions


Name: Sam Mobey 
Job Title: Operations Clerk  
Company: Bank of New York Mellon 
Subsector: Unit Trust & Residential Settlements  

Sam Mobley JPG

New York Mellon logo JPG  

When I was at school studying toward my GCSEs, I wanted to pursue a career in the financial sector.

After finishing my GCSEs, I decided that getting into the workplace as soon as possible would suit me best to set my career on track.  

I attended an open evening hosted by Skills Solutions on careers for school/college leavers in the financial sector. There were representatives present from various companies in the sector, including The Bank of New York Mellon which really stood out and I applied on the website afterwards.

I started off as a trainee in the settlements department of the company in October 2006, just 4 months after leaving school. On my first day working on the office floor as a settlements clerk, everything was new to me but the training on the job worked well and eventually I became confident in what I was doing.

In February 2008 I was picked out by management to join an underachieving enquiry team. This was my biggest challenge since joining and my responsibilties were greater.

I really excelled my career during this time and my attributes including confidence, communication skills and experience developed massively. In January 2009 I was placed into a Senior Role within the receipt team in the Settlements Department and this is my latest challenge. I hope to do well and excel my career even further.

I look forward to further improvements and developments within all aspects of my role and hope to move up further within The Bank of New York Mellon. My long term career aspirations involve having a successful career within the financial sector with no limits. 

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Case Study - Babington Business College


Name: Daniel Wade

Job Title: Trainee Financial Assistant 

Company: Disability Direct

Photograph Daniel Wade


In his teens, Daniel was diagnosed with leukodystrophy which is a chronic neurological illness. He is now also on medication for epilepsy. Daniel was originally placed with MPS who were unhappy with the speed at which he was working. He was taken on by Disability Direct (who have 2 other students with Babington Business College) and has now completed his Accounting Apprenticeship. He is now on the Advanced Apprenticeship.

Daniel said 'An Apprenticeship is a good way to start a career. For me it has been a sensible way to mix the introduction to work with a course of study. I go into college one day per week to learn the technical side of accounts, whilst my job I deal with the whole range of sales and purchase ledger work.

I completed my Accounting Apprenticeship last summer and I am currently working on my Advanced Apprenticeship. When I complete this I would like to continue studying towards the level 4 accounting qualification and then, hopefully, go on to start work towards Chartered Accountant status'.

Amarjit Raju - CEO of Disability Direct says 'Daniel has been with the company for nearly a year now and has received one to one support from our Director of Finance in the use of accounting software, budgeting, VAT, reconciliations and all day to day financial issues affecting a small business. The experience he gains through day release at college allows him to contribute ideas in finance meetings and vice-versa. This Apprenticeship in accounting benefits both parties and we are confident will produce fruitful results'.

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FSP Apprenticeship Programme - AXA Insurance 


Name: Aaron Parsons

Company: AXA Insurance

 Aaron Parsons

AXA logo    

BBC's 'The Apprentice' dominates our TV screens these days, but AXA has its own crop of budding talent. There's no sign of Sir Alan, but the show seems like it's having a big effect on our young employees. Over 100 employees have enrolled on the apprenticeship scheme, hoping to gain the skills and knowledge to progress in the business.

Aaron Parsons, working in the Claims department in Birmingham, enrolled in May: "I started working for AXA in December 2008. I was keen to get involved in the scheme as soon as possible," says Aaron.  

The Financial Skills Partnership (FSP) provides Apprenticeships schemes to businesses to allow employees to gain NVQ and CII qualifications that will assist development of skills, whilst building experience within the business. "The scheme has a massive appeal," says Aaron. "I can work towards a qualification that complements my intended career path, but I can fit it in around my normal working hours."

Aaron is also impressed by the backing the scheme has in the business. "It's great that my team leaders support it. I hope that the qualification will open doors for my future career and it's good to know that management approve of it too," he said.  

Jordanna Lythgoe signed up in January 2009 and has been working in Bolton. "I wanted to improve my approach to renewals," she said. "The scheme allows us to tailor which areas we want to progress in, which is a great benefit for me," added Jordanna.

The qualification is set out over nine months and employees work through a series of modules. But Jordanna doesn't feel the strain of extra work: "It fits in around the work we do already, it's so flexible," she said. "I'm working towards a Level 7 role and hopefully the skills and experience I pick up will help that. The scheme incorporates the CII exam, which is a big plus in the insurance industry," Jordanna said.  

Steve Wilcox, Head of Underwriting & Technical Development said: "To see over 100 employees enrol on the scheme is a real credit to the project team. The enthusiasm and dedication is fantastic and it's great to see so many people working hard towards a valuable qualification. People development is vital in any business. The FSP Apprenticeship scheme is a fantastic opportunity for AXA to develop willing individuals to help them progress in the business, contributing towards the profitability of the company".

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LV= Case Study 


Name: Izabela Drake

Company: LV= Insurance


Download the case study for LV= (pdf, 132KB) 

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Mitchells Grievson Chartered Accountants 


Company: Mitchells Grievson Chartered Accountants

Download the case study for Mitchells Grievson Chartered Accountants (pdf, 16KB) 

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Babington Business College in Derby 


Derby apprentices set to shine at 'skills olympics'



A trio of accounting Apprentices from Babington Business College in Derby are gearing up for the finals of the WorldSkills Competition to be held later this month, after beating off the competition and scoring an impressive 97 per cent during the qualifying heats held earlier this year.

Apprentices, Daniel Inglis, 20, Rebecca Jones, 18, and Louise Muggleton, 20, make up Team Babington and will be competing in the Accounting Technician Skills Competition, part of the IT and Business Administration category. The first team to ever be entered from Babington Business College, the apprentices know that the pressure's on, but say they have their eyes firmly on the prize.

Rebecca comments, "The heats were pretty scary, but we all pulled together as a team to complete the tasks within the set time. The majority of the other teams were made up of people a lot older than ourselves, so it was a real confidence booster when we found out that we'd got through to the finals.

"The accounting apprenticeship has really helped us all to develop our knowledge and understanding of a variety of financial activities, from expenses and payroll through to tax and invoicing. By getting practical experience, as well as the theory-based learning, we've got a head start on the competition.

"We've been fortunate enough to have the full support of Babington Business College behind us and we're really looking forward to representing Babington Business College at the finals in London."

The WorldSkills Competition is considered to be the 'Olympics of the learning industry' and is held annually in over 50 countries across the globe. Over 70 vocational skills are tested in competitions covering everything from bricklaying to fashion design to cookery.

Dr. Chris Payne, CEO of Babington Business College, adds, "I'm thrilled that the first team Babington Business College has entered into the WorldSkills Competition is showing so much promise and setting the standard for those who will no doubt follow in their footsteps next year. Getting this far is proof that Derbyshire has some of the most capable young people around, ready to help steer the UK's economy into a full recovery and lead the next generation of businesses. We're all extremely proud of the team's achievements and wish them the best of luck for the finals on the 26th."

Karen Woodward, director of The National Apprenticeship Service (NAS) in the East Midlands adds, "Team Babington is a fantastic example of how embarking upon an Apprenticeship can lead to wonderful achievements and career success. Accounting is a highly skilled profession and an Apprenticeship is a great way to get started, which can lead to chartered body affiliation, entry to higher education and limitless career opportunities.

"These three young people are the shining business stars of the future and the whole team at NAS East Midlands will have their fingers crossed for them on the 26th."

To find out more about Apprenticeships in the East Midlands visit: or call 08000 150 600. Alternatively, for more information about Babington Business College visit:



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Zurich see their first Financial Services Apprentices qualify 




The first people in Zurich, one of the country's largest insurance companies, to undergo a new industry-driven insurance apprenticeship have qualified at their Cardiff location.

Acorn, the only CII accredited training provider of financial services Apprenticeships in Wales has presented Zurich employees Natasha Ryan, Emma Manderson and Kanta Halai with their new credentials.

The Apprenticeships, part financed by the European Social Fund through the Welsh Assembly Government and endorsed by the Financial Skills Partnership (FSP), usually on average take 12 months to complete and were delivered on-site by Acorn. Successfully completing the qualification demonstrates the learner's competence and knowledge in the insurance industry via a mix of assessments, workshops, observation and real work examples.

Head of Corporate Development for Acorn, Ann Mc Connon, said: "We'd like to congratulate Natasha, Emma and Kanta on becoming the first learners in Zurich to complete their Apprenticeship. We have 20 other Apprentices at Zurich on the programme at the moment and all are also on track to complete later this year.

"Despite the fantastic feedback from current learners, Zurich is one of only a small number of companies in Wales that currently offer insurance Apprenticeships to their staff. It may be that businesses are not aware that this opportunity exists or perhaps there is not an understanding of the huge benefit that Apprenticeships can offer. Either way, I would seriously encourage anyone interested to pick up the phone and give us a call."

Emma Manderson, Sales & Service Consultant, Zurich said "The various elements of the Apprenticeship all related to insurance which is great and I enjoyed the training, particularly for the IF1 which is an industry-specific qualification. I scored 93% and completed my full apprenticeship in March 2010. The IF1 has helped improve my knowledge of insurance and how the industry works a great deal and improved the way I take calls from customers. The NVQ customer service element within the Apprenticeship has made me think a bit more about how I deal with people and my quality of service"

Acorn is a leading provider of training, learning and development solutions, and trains more than a 1000 individuals each month. As well as offering Apprenticeships across a wide range of work based subjects they can also create bespoke training programmes to suit any business.

To find out more, contact Acorn on 01633 663000, or visit

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