Case Study: McCarthy & Stone achieves company-wide five-year forecasting and commercial insight with Workday Adaptive Planning

Building a financial model to help drive commercial success

McCarthy & Stone is the UK’s leading retirement housebuilder, with over 50,000 apartments delivered. Because development projects run over several years, the business faced fragmented financial data across locations and departments, a multitude of project-level costs to track, and no single strategic long‑term planning view.

The company built a lifecycle financial model using Adaptive Planning to consolidate costs and cash flows across all developments, enabling a company-wide five‑year forecast. The single model improved collaboration with regional teams, revealed cash pinch points and excess balances, and provided a platform to showcase financials and drive commercial discussions.

McCarthy & Stone

Duncan Collins

Project Accountant