We designed a scalable fund dashboard to give investors an immediate overview of all key data. This is underpinned by a set of clearly labelled modules, all designed to work as standalone components so fund documentation can be created quickly, and to varying degrees of detail, depending on the client need.

The result is a clear set of informational design standards which make it easy for the business to create investor-centric fund documentation to the highest standards both on paper and online.

The Peoples' Pension

The pension savings problem.


The pension choice problem.