Pension App

Many individuals in the UK lack knowledge about their pensions, prompting our team to explore this gap through research and interviews, aiming to offer a solution for better financial planning during retirement.

Project Portfolio

Project

Group Academic Project

Role

UI UX

Medium

Web Application

Date

June 2023

Contributors

Babita S, Gianluca A, Saad W

Diving into the problem…

Our team embarked on a thorough investigative journey to uncover the underlying causes contributing to individuals' lack of preparedness for retirement.

Through a combination of in-depth interviews and extensive literature review, we dissected prevailing factors such as inadequate financial education, limited awareness of pension schemes, evolving economic landscapes, and varying personal saving habits.

40%

of the population doesn't have any pension plan

Financial Illiteracy
Complex Pension Schemes
Low Clarity
Lack of Trust

are some of factors affecting unprepared retirement

How we solved it…

We designed an application that greets the user with an overall picture of their retirement plan on the Dashboard. Other tabs offer detailed insights into their linked accounts, personalised investment recommendations, and a knowledge base to enhance their financial understanding.

Dashoard

Accounts

Grow

Learn

More on the structure…

The application's structure revolves around a user-centric design aimed at simplifying retirement planning. At its core lies the Dashboard, providing an at-a-glance overview of the user's retirement plan. It then branches out to more granular parts where the user can have complete control over their plan and investments.

Information Architecture

Userflow

Behind the curtains…

The team spent numerous days researching and interviewing the audience to construct a very detailed problem statement. This gave me a concrete direction to design the application.

User Personas

Compiled by Gianluca A

Wrapping up…

The final design and research insights were awarded a distinction in the final grade, showcasing the depth of our exploration and the efficacy of our solution embodied in the application. It stands as a testament to our thorough investigation and the relevance of our effective solution.