Insurance, Pensions & Investments Site

UX Re-design and UI Visual Design

Project Description

UX/UI design for a global insurance, pensions and investments company

The Problem

The company had no existing platform for its customisers to view and make changes to their existing pension fund. The project was to a design an online portal for users to register, log on and view recent account activity online.


  • Providing a clear and straightforward user experience for the registration process.
  • Getting rid of hard to remember customers account numbers.
  • Display complex data clearly and intuitively with infographics to clearly communicate pension fund value at a quick glance.
  • Designing a way to allow customers the ability to edit their account information easily.
  • Visualising a display of recent breakdown of activity.
  • Updating the outdated UI and style guide – last updated in 1990’s for a modern on trend look and feel.
  • Making sure photography reflected the brand.

The solution

Users were put at the centre, allowing them to complete their tasks within their user journey in as few steps as possible – giving them a seamless and intuitive user experience. The UI was a clean, minimalist design, making use of white space, enforcing the company brand with fonts and UI elements.

The Design Process

Discovery phase

  • Gathering requirements and research
  • Defining the: Brand/ User/ Goals
  • UX Workshops in ideation, personas, user journeys, user flows

Sketching and wireframing

Prototype > test > iterate > refine

Design high fidelity UI visuals, interactions and package up assets

Support build and implementation by developers

Working closely with the UX team from the start during the discovery phase through conceptualisation, ideation, developing personas, user journeys, user flows, user testing and prototyping. I did a big moodboarding piece researching competitors and brand positioning in the market. I came up with a series of concepts to modernise UI and existing style guide before designing the UI after validation by the global brand team of course ;).

Global Insurance, Pensions and Investments login page Pensions form field UI Insurance UI passcode screen Insurance UI my account and projected pension benefits Insurance UI my account and projected pension benefits user interface My Profile Dashboard Financial Insurance UI My Profile Dashboard Financial Insurance UI editable


Project Details

  • Date October 14, 2015
  • Tags

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