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Case Study

LV Retirement View


To implement a digital portal that would allow IFAs to view and manage a consolidated account of their customers retirements products.


  • Changes in law allowing people to buy products other than annuities with their pension funds.
  • LV needed a digital product to capture this new market by start of the tax year.
  • Nobody knew what the product was.

Zuhlke's Approach

  • Used lean led approach to incrementally test features with IFAs and LV sales team members.
  • Experimental innovation cycles.

Value Delivered and Conclusion

  • Captured new markets 6 months before competition.