Animated pension walkthrough
›
Gives members an overview of their pension figures, with a voice over and fun graphics.
Smart labs innovation
The Smart labs mission is to apply behavioural economics and user-centred design to help members engage with their pensions and make informed decisions about their financial futures.
How it works
Invitation
We invite a segment of Smart Pension Master Trust members to participate in a beta trial.
Participation
We use analytics and AB tests to understand the effectiveness of our designs.
Feedback cycles
We use our findings to make improvements. Successful betas get launched on the Smart platform.
Beta features
Now testing
Coming soon
Animated pension walkthrough
Gives members an overview of their pension figures, with a voice over and fun graphics.
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.
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.
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.
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.
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.
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.
Review personal details
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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.
Have you been invited to a beta trial?
If you are a scheme member and you’ve received an email or in-app message inviting you to participate in a beta trial, you may want to read our FAQs to understand more.
Contact us
Want to get in touch with our team? Let’s make sure you talk to the right people.
For the latest around Smart and COVID-19, read our COVID-19 update here. If you're a member and would like to learn more about how coronavirus will affect your pension savings, read our latest article here.