David Fagg

Legal & General · Senior UX Designer · 2018 to 2020

Personal Pension, end to end

I worked for over 2 years as a Senior UX Designer for L&G Investment Management. I oversaw research, online usability testing and end-to-end design for a number of customer-facing investment products.

1stproduct built on L&G's new wealth platform engine
v47prototype iterations, tested and refined
3 devicesdesktop, tablet and mobile breakpoints

The persona

Through research that had been completed by the customer insights team, I created the persona below that was the focus for the new 'Personal Pension' product.

The customer persona for the L&G Personal Pension product.
The persona at the centre of the Personal Pension work.

A three-stage process

Working in a Scrum team as part of a wider Scaled Agile Framework (SAFe) team structure, I collaborated with other design team members in the L&G product team to begin the process of creating the new investment product from a customer-centric perspective. We worked through a three-stage process: Inspiration, Ideation and Implementation.

We analysed how our competitors and other innovative brands were speaking to their audience and what kind of experiences they were offering.

Inspiration stage: exploratory research, secondary research and competitive analysis. Ideation stage: personas, sketches and design principles. Implementation stage: user interface, prototype and user testing.
Inspiration, Ideation and Implementation.
Competitive research wall comparing fintech and wealth brands with feedback notes.
Competitive research: how other brands speak to their audience.

Prototyping and testing

When the designs were ready for user feedback I created a functioning prototype using Invision and Sketch. We also used this to share progress with the business and track changes to continually iterate and improve, from prototype v1 through to v47.

I conducted both online quantitative and in-person qualitative user-testing to validate the end-to-end journey and overall experience. The online testing was done via Usability Hub. We used screener surveys to ensure respondents belonged to our target audience.

Sketch prototype screens for the Personal Pension journey. Online usability testing set up in Usability Hub.
The Invision and Sketch prototype, and online testing in Usability Hub.

The final designs

I created the final designs across desktop, tablet and mobile breakpoints.

The final Personal Pension design on desktop. The final Personal Pension design on tablet. The final Personal Pension design on mobile.
Responsive final designs across desktop, tablet and mobile.
Fund contribution step of the pension journey, shown on desktop and mobile with annotation.
The fund contribution step, specced across breakpoints.

The full journey

Here is a video walkthrough of the full end-to-end application journey.

A walkthrough of the complete Personal Pension application journey.

Launch

The Personal Pension project launched with great success. It was the first product L&G built to run on a new wealth management platform engine, enabling future products to be built with relative ease. It also received great user feedback about how easy the process was to complete and how smooth the application process was.

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