Bring your pensions together

Standard Life

2022

UX optimisation

Teal Flower
Teal Flower
Teal Flower

The challenge

Post-rebrand, the strategy was to promote personal pensions and consolidation. The existing journey was old, hard to find, and under-performing, built on legacy guidelines and broken information architecture.

My Role

Lead UX Designer on a high-traffic website (250k monthly users).
Owned evaluation, prototyping, design handoff, testing, delivery, partnering with product, marketing, content, and an agile dev squad.

Impact

  • +39% increase in pension applications.

  • –51% drop-off on the personal-details form step.

  • +62% conversion from the best-performing CTA variant.

What I did

  • Benchmarked the current journey, set time-on-task and ease-of-use metrics.

  • Ran 8 unmoderated usability tests: screened for people with existing personal/workplace pensions.

  • Mapped issues: buried product pages, unclear CTAs, “I want to…” menu sending users to dead-ends, weak entry points.

  • Redesigned the flow & UI: updated UI components with the latest design-system; clarified IA and copy with content design.

  • Optimised acquisition: built new hero and landing page and ran A/B tests (Google Optimize) to lift CTA performance.

  • Partnered closely with devs: Jira tickets, Figma specs, design reviews, UAT checks to ship cleanly.

Key insights that shaped the work

  • Findability gap: users took 3:46 on average just to locate where to start an application.

  • Funnel friction: users got lost via the homepage dropdown and mega-nav; CTAs lacked clarity and prominence.

  • Completion time: application took 5:40 on average; form friction was visible at personal details step.

Key design decisions

  • Make the start obvious: promoted a single, consistent primary CTA across relevant pages.

  • Fix the nav trap: simplified IA/naming and removed dead-end routes from the homepage dropdown.

  • Reduce form friction: clearer field labels, progressive disclosure, inline help, and validation aligned to the design system.

  • Acquisition that converts: new hero/landing with benefit-led copy and CTA variants tested for click-through and completion.

Constraints I navigated

  • Legacy patterns: modernised without a full rebuild; design-system compliance throughout.

  • Multiple owners: aligned marketing, product, and content on tone, approvals, and success metrics.

  • Tight timelines: favoured lightweight testing and iterative drops to deliver value quickly.

This case study is part of my public portfolio.

Some of my most impactful projects are confidential, I can share them privately on request.