portfolio: Make Your Retirement Choices

Details

Role: Senior UX Designer

Re-design of an 8-step responsive web and mobile app for customers making pension payout choices, including payout locations(s), beneficiaries, legal sign-off, rollover amount (optional), payment type—e.g. lump sum vs. monthly—and destination. The design process included 15+ usability studies, with prototypes of the entire sequence for each test. 2 of the 8 steps are presented below.

  • Step 5: Choose a Payment Option

  • Step 8: Review Your Pension Choices

 

Documentation

  • Step 5 - Choose a Payment Option

    functional prototype
    Choose a Payment Option

    view

  • Step 7 - Review Your Pension Choices

    functional prototype
    Review Your Pension Choices

    view

  • Create Claim - Flowchart

    wireframe
    Choose a Payment Option

    view