Concept Project

Wealth Management Portal Demo App

A role-based wealth portal demonstrating member and adviser journeys across SIPP and SSAS.

CLIENT

Personal Project

ROLE

Product UX/UI Designer (end-to-end)

Duration

Ongoing

CLIENT

Personal Project

Duration

Ongoing

ROLE

Product UX/UI Designer (end-to-end)

Mobile Web

Financial Services

Financial Services

Role-Based UX

Prototype

SIPP & SSAS

Overview

I designed and rebuilt a working mobile web portal that supports three distinct experiences:

SIPP Member:

Day-to-day pension management (portfolio, contributions, income, transfers, messages, account management)

SIPP Member:

Day-to-day pension management (portfolio, contributions, income, transfers, messages, account management)

SSAS Member:

Scheme-based view with member position, scheme activity, documents, messaging, and beneficiaries (member permissions)

SSAS Member:

Scheme-based view with member position, scheme activity, documents, messaging, and beneficiaries (member permissions)

Adviser:

client portfolio oversight, SIPP status breakdowns, SSAS scheme oversight, client communications, and read-only access where appropriate

Adviser:

client portfolio oversight, SIPP status breakdowns, SSAS scheme oversight, client communications, and read-only access where appropriate

Blends qualitative and quantitative insight into design structure

The focus was to create an app that 'feels real' to financial services teams:

The focus was to create an app that 'feels real' to financial services teams:

Consistent data, clear hierarchy, robust navigation, and credible compliance patterns including audit trail, read-only vs editable modes, and sensitive actions design.

Why I built this

In wealth management and pensions, product credibility comes from details: correct terminology, consistent values and dates across screens, and flows that never break. I built this as a portfolio piece to demonstrate regulated, high-trust UX, complex role-based journeys, data consistency and auditability, and developer-ready interaction logic.

Demo Environment

This is not a static UI concept, but a functioning demo app that can be explored end-to-end at wealth.satpal.uk. Data is simulated, but the focus is on realistic product logic and presentation.

Challenges

Mixed permissions

Member and adviser experiences get blended or inconsistently permissioned, creating confusion and weakening trust.

Data inconsistency

Values and 'as of' dates don't line up across Dashboard, Portfolio, and detail views, breaking credibility.

Broken navigation

Back behaviour and deep linking can break, making demos feel unreliable and unprofessional.

Missing governance

Audit trail and compliance patterns are often missing in prototypes, undermining regulated product trust.

Wealth Portal Overview

Mobile web interface demonstrating role-based access and premium financial UI.

Mobile web interface demonstrating role-based access and premium financial UI.

Mobile web interface demonstrating role-based access and premium financial UI.

Working demo app with role-based experiences for SIPP members, SSAS members, and advisers.

Reflection

If this were progressing beyond demo, I'd focus on:

1

1

Information architecture hardening:

Formalise SSAS member vs trustee/admin capabilities and define 'Activity' vs 'Audit History' clearly across roles.

2

2

Security and sensitive actions:

Add step-up verification for sensitive changes, session timeout and device trust signals.

3

3

Real-world data rules:

Align contribution/tax relief logic with pension rules, add warnings and validation for transfer and income actions.

4

4

Accessibility:

Verify colour contrast for chips and gradients, ensure focus states and keyboard navigation for all tappable cards.

Get in Touch

Let's create something

remarkable

together

I'm always open to discussing new projects, creative ideas, or opportunities to be part of your vision. Let's talk about how design can transform your product.

Email

satpalssandhu@gmail.com

© 2026 Satpal Sandhu. Designed with care.

Get in Touch

Let's create something

remarkable

together

I'm always open to discussing new projects, creative ideas, or opportunities to be part of your vision. Let's talk about how design can transform your product.

Email

satpalssandhu@gmail.com

© 2026 Satpal Sandhu. Designed with care.

Get in Touch

Let's create something

remarkable

together

I'm always open to discussing new projects, creative ideas, or opportunities to be part of your vision. Let's talk about how design can transform your product.

Email

satpalssandhu@gmail.com

© 2026 Satpal Sandhu. Designed with care.