How we designed and delivered a new client portal to drive Hartley Pension's digital transformation.

Key facts

18

month project consisting of architechture, design and development

400

New IFA / Wealth Management clients onboarded in just 4 months post launch

90%

reduction in man hours currently spent on pension admin

The brief

Hartley’s technical team approached us to discuss the possibility of helping them to create something to help them revolutionise the way SIPPs are bought and managed. They wanted to investigate the potential to move the administration of these complex pensions from very paper and office based to a system whereby IFAs and private clients could have direct access to their pension in order to administer, invest and drawdown from their SIPPs.

The response

To deliver this project, we brought in our technical partner, Newicon, a local software development team and collaborated with them to take the Hartley team through an intensive architecture phase in order to determine the perameters of the portal, the desired outcomes and the functionality and technical specifications. From there we were in a position to start designing what these processes should look like and working out what that user experience should be. Some of the key features of this portal include: Ability to manage SIPP and investor details online; View investment summary (with clear and easy to understand graphics); View bank transactions; Secure Messaging for reliable, secure communications; Full automation of the drawdown process

An interactive prototype was created, showing how each screen would look for each part of the process and every function required. This rapid prototyping enabled the Hartley team to quickly visualise how the portal would work and provide immediate feedback and technical input in terms of how the pensions would need to be administered.

The portal allows IFAs, their clients and execution-only clients to set up, administer and take benefits from their SIPPs all in one place. The simple and easy process allows users to start and complete applications online in a matter of minutes.

The benefits

We are delighted to help shape a revolutionary client portal for Hartley Pensions that goes well above and beyond current industry standards. We worked closely with Newicon and Hartley in the early phases to workshop, plan and design the portal. We’re really happy that the attention to detail and thorough planning helped create such an exiting product for Hartley Pensions and we are excited to see the improvements the portal will have on the industry. Hartley Pensions now have a SIPP portal that provides functionality that simply can’t be rivalled by its competitors. It will revolutionise the pension industry, serving to meet client needs with a functional, modernised interface that is also seamlessly responsive for desktop, tablet and mobile.

With this new portal, Hartley Pensions has achieved full automation on all common pension administration requests and ensures accessibility and ease of use. The tool will certainly help advisers and their customers during the coronavirus pandemic and lockdown period.

“We believe that Hartley Pensions have developed the best portal in the market when compared to other SIPP providers. We have conducted a comparison of five leading portals offered by our pension provider peers and we believe that for the majority of processes, our functionality and ease of use is far superior.”

Technical Director, Hartley Pensions

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