Review personal details
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People have pensions for their entire working lives. Over the decades, it is common for people’s contact details to change. This means people may stop receiving communications and forget about their pensions, particularly if only a small amount of money is involved. It’s in their interest to keep their details updated to ensure that important communications will always be received.
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Imagery is work-in-progress. The final product may be different.
The challenge
Scheme members often don't keep their contact and personal details up to date, which presents various operational difficulties and increases the chance of them losing track of their pension.
The hypothesis
We believe that if we make it very easy for members to update their personal details then our targeted messages will deliver good conversion rates.
What we’re doing
We are in the process of building a React web app that members can sign-in to using oAuth. The Smart Pension API will be used to present and update their personal details.
What next
This feature will be deployed as a closed beta trial with approximately 10,000 scheme members. Analytics will be captured and analysed to identify any opportunities for improvement. User feedback data will be captured via CSAT to understand how users feel about the feature.
More beta features
Now testing
Animated pension walkthrough
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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
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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
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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
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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
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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
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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
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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 pension performance
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Allows members to look at charts and tables depicting the performance of their investments.
Now testing
Coming soon
Review pension performance
Allows members to look at charts and tables depicting the performance of their investments.