Review pension performance
Try it nowTry it nowIn development
Some members enjoy closely analysing their pension figures. Others like to see simple visual representations of their pension performance. To cater for all types of scheme members, a range of charts, graphs and tables need to be provided.
No items found.
Imagery is work-in-progress. The final product may be different.
The challenge
There are lots of different types of data that can be presented to a member, such as their pension transactions, their monthly contribution breakdowns, and the performance of the funds they are invested in. To do this right, the labelling, signposting and categorisation needs to be done well, or users will become confused and disoriented.
The hypothesis
We believe that a pension performance dashboard can effectively provide an overview of a member’s pension performance figures, with the means to “drill in” for more details if desired.
What next
We are in the process of running qualitative user research on a range of design prototypes. The best performing prototype will be taken into development.
More beta features
Now testing
Animated pension walkthrough
›
Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Coming soon
Animated pension walkthrough
Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Retirement planner
›
Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Coming soon
Retirement planner
Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Expression of wish
›
Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Coming soon
Expression of wish
Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Branching pension walkthrough
›
Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Coming soon
Branching pension walkthrough
Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Sign in helper
›
Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
Coming soon
Sign in helper
Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
Avatar virtual assistant
›
An interactive virtual assistant that will answer questions about pensions and personal finance.
Now testing
Coming soon
Avatar virtual assistant
An interactive virtual assistant that will answer questions about pensions and personal finance.
Now testing
SMS for hard to reach members
›
Sends a targeted SMS to members who have ignored our previous emails and letters.
Now testing
Coming soon
SMS for hard to reach members
Sends a targeted SMS to members who have ignored our previous emails and letters.
Now testing
Review personal details
›
Helps members check their personal details and verify that their contact information is correct.
Now testing
Coming soon
Review personal details
Helps members check their personal details and verify that their contact information is correct.