Standard LifeConcept direction

Who should receive your pension?

A checklist for naming, and updating, the people who matter.

Beneficiaries Checklist

Independent Spatial Sites concept. Not commissioned or endorsed by Standard Life.

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

Life events prompt

A short list of life events (marriage, separation, a new child, a bereavement) shows when a nomination should be reviewed.

The concept

What it addresses
Beneficiary nomination forms and the guidance notes that come with them.
Who it is for
Members who have never nominated anyone, and those whose lives have changed since they did.
Their main task
Know who they can name, what the form asks and when to update it.
The next step it offers
Complete or update the nomination online.
Visual direction
Warm and personal: illustrated life moments, a short checklist and a printable version.
Copy approach
Gentle and direct. It talks about life events without euphemism or alarm.

Accessibility in this concept

  • Checklist uses native checkboxes
  • Printable version keeps headings and order
  • No personal details asked for or stored

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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