My Pension Expert
My Pension Expert offers expert financial advice and helps retirees find the best pension annuity rates across the market.
What we did for them
We’ve simplified the customer application pack to make it more user-friendly. We also refocused its web content around friendly financial advice and inspirational ways to spend retirement.
What they say
"I started working with Crocstar to help us develop a new application pack for our customers. Typically, much like all financial products, there's a certain level of complication to the process. The existing application pack that we send to potential customers is extensive and in some cases people were getting confused – this lead to a level of dropout.
Crocstar removed the jargon associated with pensions and helped us reposition our content into easily understandable chunks – focusing on lifestyle benefits a great pension product can bring. It's been a really great project and Crocstar's collaborative approach and agile workflow made a complex project an ease to deliver."
Stephen, My Pension Expert