Scottish WidowsConcept direction

The mid-career check-in

Twenty minutes to see where your pension stands.

Retirement planning Decision guide

Independent Spatial Sites concept. Not commissioned or endorsed by Scottish Widows.

This is a concept direction: the idea, the audience and the design approach, written up before the demo is built. The picture above is a sketch of the layout, not a screenshot.

The interactive feature

Three-path check

Three plain questions lead to one of three short action lists. Nothing is typed in or stored.

The concept

What it addresses
Mid-life financial review material and planning prompts.
Who it is for
Members in their forties and fifties with a pension they rarely look at.
Their main task
Take stock of their pension and pick one thing to do next.
The next step it offers
Use the provider's planner or book free guidance.
Visual direction
A guided check with three paths (on track, unsure, behind) and illustration rather than charts.
Copy approach
Candid and supportive. It names the common gaps without judgement.

Accessibility in this concept

  • Questions are radio groups with legends
  • Each path is reachable directly from a list
  • Plain-language summary at the top

Accessibility review

Not yet reviewed. This is a concept direction: accessibility checks happen when it is built.

Our target is WCAG 2.2 AA. We do not describe a concept as meeting it until automated, keyboard and screen reader reviews are all complete.

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