RetireEase

@Feb-May 2023
UI/UX | Service Strategy | Fintech
DESCRIPTION
"From Planning to Living" - RetireEase is a comprehensive retirement planning service that addresses the needs of UK residents aged 35-50 who are either retired or soon-to-be retired. The service includes features such as financial planning tools, personalized retirement plans, and social engagement to help users feel connected and supported throughout their retirement journey.
Deliverables
Fintect Mobile App
Components
Service System
Design Tool
Secondary Research
Primary Research
User Journey Map
Service System Design
UI/UX Design
Responsibility
Industry Survey
User Research
Data visualisation
Service Blueprint

Are you ready for your retirement?

To analyse existing research, studies, and publications related to retirement planning in the UK,
we conducted a literature review and created visual aids to present our findings.
Current situation of retirement pension
Lots of people don’t know how much money they need after retirement
How much needed after retirement?
Expenditure structure after retirement
Sources of retirement pension
Largest source of expected retirement by characteristic (%) (UK, April 2018 - March 2020)
Interview
A list of four potential participants was created, which includes UK residents between the ages of 35 and 50 who are either retirees or soon-to-be retirees, preferably first-time investors.
To efficiently reach out to potential participants, we utilized various social media platforms such as Facebook and Twitter, as well as online forums where retirees or soon-to-be retirees are active. We also used our personal networks, including family and friends, to identify potential participants who met our criteria.

Paul Evans

AGE: 39
JOB: Full-time employee at Getir
Marital Status: Married, 4 kids
Pension Scheme: Have

The aspect I love best about my current pension scheme is that the money is not restricted and I barely notice the amount that is taken so it doesn’t affect my daily lifestyle one bit and allows me to live my life while knowing I have a retirement plan in place for the future.

Need

Fixed Sum

Advisor

Cristina Catalina

AGE: 42
JOB: Freelancer
Marital Status: Married, 1 kid
Pension Scheme: Have

My current plan doesn’t impact my daily life and the deduct money is reasonable. However, I  think it would be more beneficial if I had greater control over the decision-making process, rather than the company taking the majority of the control.

Need

Reasonable Deduct

Decision Priority

Andre Stewart

AGE: 49
JOB: Courier
Marital Status: Married, 1 kid
Pension Scheme: Don’t Have

I did try a pension scheme a few years back but changed my mind after the limited access to the money saved. I do not like my money to be controlled by others and I believe flexibility in retirement planning is key to everything.

Need

Flexible Access

Emergency Use

Daniela Tanase

AGE: 40
JOB: Co-funder
Marital Status: Married, 2 kids
Pension Scheme: Don’t Have

I’m interested in enrolling in a pension scheme or retirement planning service but uncertain about selecting a suitable pension service from multiple companies, I requires guidance and advice from a professional to make an informed decision.

Need

Professional Guidance

Motivation

Persona
User Journey Map
Stakeholder Map
Business Canvas
Service Blueprint
Information Architecture
Prototypes