CASE STUDY: Streamlining Product Access for Pension Advisers

Case study snapshot.

Problem:

Advisers were frustrated by too many clicks and ‘hidden’ calculator buttons.

Solutions:

• Introduced a persistent submenu for quick access to calculators.
• Allowed the last-used product tab to remain open by default.

Outcome:

Advisers reported saving significant time and mental effort during large, repetitive policy input tasks.

Find the full case study at [jonnyturner.me](https://www.twine.net/signin