Hartley Pensions have provided pension products to clients for over 35 years. They offer a wide range of products that are tailored to the individual requirements of high net worth individuals. In their words – they are here to make the complex world of pensions simple.
We were first approached by Hartley as they wanted to help raise the standard of their marketing materials and create something to mirror the sophistication of their wealthy client base. We worked with them to produce a client information pack that containing general information about the company, as well as interchangeable product sheets that would be included based on the direction of their original enquiry (eg Pensions or ISA etc).
How do we take complex subjects like Pensions and ISAs and break them down in such a way to make them easy to understand? Our next task was to work with Hartley to produce an informative website that could house lots of product specific information that was broken down into bitesize segments along with making it easy to apply to take out one of these pension or ISA policies. We worked hard with Hartley on making enough information available so as the site would be useful both to end user clients as well as IFAs who could act as intermediaries and influencers to sell more of their policies. The website proved an instant hit on launch and helped Hartley to seal several contracts which have helped to grow the business.
We’ve also created a email newsletter template, allowing Hartley for the first time to keep in regular contact with their clients and with IFAs. Its a great forum to keep them updated with changes in legislation as well as new products and services that might be of interest. The open rate of the newsletter has been 10% higher than the industry average so it just goes to show that a combination of great design and great content can really reap rewards.
Head of Wilton Wealth Management (Parent Company)
We created this product information pack for Hartley Pensions. The pack features a variety of information sheets on the various Pension and ISA products available from Hartley. It needed to be positioned to appeal to high net worth individuals and to achieve this we used foils, duplexed boards and metallic finishes to deliver an item with real polish and understated quality.