Bring your pensions together
Standard Life
2022
UX optimisation
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.