Data Capture Website for Pensions, Savings & Investments Firm

Project overview

This project involved building a WordPress website for a pensions, savings, and investments firm, designed by Paul at Yellow Jersey Design. The website needed to serve two clear audiences. Public visitors looking for information on SASS and SIPP options, and pension providers who required secure access to client documentation and application tools.

About this project

This project involved building a WordPress website for a pensions, savings, and investments firm, designed by Paul at Yellow Jersey Design. The website needed to serve two clear audiences. Public visitors looking for information on SASS and SIPP options, and pension providers who required secure access to client documentation and application tools.

The front end of the site was structured to explain complex pension options clearly and accessibly. Content was organised to support informed decision making while maintaining a calm and professional tone appropriate to the sector.

Alongside the public site, a secure client area was built to allow pension providers to log in, register clients, and access protected documents. Member access and permissions were carefully structured to ensure sensitive information remained private and secure at all times.

A key part of the build was a detailed multi page application form, allowing users to submit comprehensive information efficiently. The form was designed to be clear, structured, and easy to complete, reducing friction while capturing the data required for the next stage of the process.

The result is a well structured website that balances information, security, and usability. It provides a clear entry point for prospective clients while giving pension providers a reliable and secure platform to manage client data and documentation.

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