Squad Team
Senior UX Designer
Senior UI Designer

Part of a bigger team

Senior Product Designers x 2
Head Creative
Year

2020

My Role
    • Senior UX Designer
Disciplines
  • User Experience

Making BT Pensions accessible

The BT Pension Scheme (BTPS) is one of the largest private-sector pension schemes in the UK. The scheme is for employees, former employees and dependants of BT. It has 300k members and pays out £2.5billion in pension every year.

BT pension required a redesign of its existing portal because it received a low customer satisfaction survey score 20% below the financial benchmark, no longer compliant with the new pension regulations and required Level AA Accessibility compliance.

I joined during the Design and Build phase, pairing with a UI Designer as part of a wider Design Team. I set out to redesign the pension calculator and pension portal dashboard experience, that was informative and accessible.

The Process

What I did

1

Desk research

Review existing research and competitor analysis
2

Information Architecture and audit

Auditing old website user journies
3

Requirement gathering

Meetings with client and Creative Director
4

Simplifying existing user flows

5

Wireframing & Prototyping

I wireframed and prototyped a responsive design in Sketch and Invision as part of a UX and UI dou Sprint team.
6

Iterations from External Usability Testing

Usability insights sent by BT were reviewed and actioned
7

Accessible components & Design system

Working with developers on new design system

Clear accessible pension calculator

Project Outcome

The portal was launched successfully enabling customers to register and login securely and do transactions.

Accessibility

Educated the design team on accessibility and GDS design systems, resulting in a new portal meeting WCAG 2.1 standards – Level AA.

100k+ quotes generated

The new pension calculator had over 100k quotes generated by members within 8 weeks of the first launch.

Compliance

Compliances with Pension Regulator and Financial Conduct Authority regulations.

Design is now live

Visit BT Pension Portal