Following its transition from Schroders Personal Wealth into a fully owned subsidiary of Lloyds Banking Group, Lloyds Wealth needed to relaunch with a digital presence that could reflect both its new identity and its established expertise. The challenge was to retain the credibility and strength of the existing service, while supporting a broader strategic shift towards guidance-led services, improving user journeys and creating a platform that could better convert interest into action.

Having worked closely with the Schroders Personal Wealth team for over five years, we brought a deep understanding of their proposition into its next chapter as Lloyds Wealth. Our focus was on translating that evolution into a digital experience that was not only clear and confident, but commercially effective.

We restructured the information architecture to move away from product-led navigation towards a more intuitive, guidance-led approach, helping users find the right information quickly and with greater confidence. By aligning content and journeys more closely to real user needs, the experience was designed to reduce friction, increase engagement and support more informed decision-making.

We delivered a full UX and UI redesign, from early concepts and wireframes through to final build. The interface was designed to balance authority with accessibility, creating a calm, structured experience that builds trust while encouraging progression through key journeys.

The result is a digital platform that strengthens Lloyds Wealth’s market position and supports its growth ambitions. By combining clarity, usability and brand coherence, the new experience is designed to engage users more effectively, support conversion, and deliver a more consistent, high-quality experience across every touchpoint of the customer journey.