ABOUT

The challenge: Just Group is a specialist UK financial services group, who provide retirement income products and services. Their mission is to help people to achieve a better later life. Their research indicated that a large proportion of people who are at or approaching retirement did not have the funds available to use a financial adviser. They had already put in place a simplified advice service, which offered advice to retirees at a much lower cost than traditional a financial adviser but they wished to extend this with a free digital offering.

The purpose of the digital service was two-fold: it would help those without access to financial advice to understand their current situation, whilst positioning Just Group as a reliable, approachable source of pension assistance. They engaged financial services specialist agency Teamspirit, where I was on staff, to create robo-advice tools.

To see how I tackled this please see my portfolio website.