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.
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.
Now testing
Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Coming soon
Gives members an overview of their pension figures, with a voice over and fun graphics.
Now testing
Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Coming soon
Members answer some questions and get a projected retirement income, including all of their personal finances.
Now testing
Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Coming soon
Lets members choose who gets their pension if they die, and briefly explains how the law works in the UK.
Now testing
Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Coming soon
Shows members a breakdown of their pension in small bite-sized chunks using branching logic.
Now testing
Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
Coming soon
Helps members sign in to their pension accounts if they’ve forgotten their credentials.
Now testing
An interactive virtual assistant that will answer questions about pensions and personal finance.
Now testing
Coming soon
An interactive virtual assistant that will answer questions about pensions and personal finance.
Now testing
Sends a targeted SMS to members who have ignored our previous emails and letters.
Now testing
Coming soon
Sends a targeted SMS to members who have ignored our previous emails and letters.
Now testing
Helps members check their personal details and verify that their contact information is correct.
Now testing
Coming soon
Helps members check their personal details and verify that their contact information is correct.