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.
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.
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.
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.