Cardif Pinnacle
Entering the SIPP market with a new 'digital proposition'
Insight and experience
To help us pitch it just right, we employed a prominent Chartered Financial Planner Adviser. Using his insight and our communications expertise, we mapped out all the customer and adviser journeys and specified all deliverables, their purpose and content. We looked at the competitive environment and saw the opportunity to create a new positioning – ‘The Living SIPP’.
A 'living SIPP for the way you are'
The concept of a ‘Living SIPP for the way you are’ captured the idea that the CP SIPP fits around the adviser’s client. It also embraced the notion that every adviser has a different way of working. Adviser facing communications demonstrated this through a series of blogs in the material showing a slice of business life using the SIPP platform in different ways.
Bakehouse successfully delivered an Adviser Sales Guide, Customer Guide, Key Features, Application Form suite plus other support material, on time and on budget.
Cardif Pinnacle asked bakehouse to help them plan, develop and execute their entry into the SIPP market. Their proposition was refreshingly uptodate and very digitally focused. Our task was to find a modern, current and highly relevant way of positioning the proposition to Financial Advisers.
Read more