Pensions and finance

Your members are checking their pension at 07:10.

A pension website is a service, not a brochure. Members come for an answer, then get on with their day. We build clear, accessible websites on HubSpot, with secure sign-in for the people who need it.

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A retired couple at a kitchen table reviewing pension information on a tablet

866employer records moved onto HubSpot for Greater Manchester Pension Fund, by employer code

Greater Manchester Pension Fund

Hard to use. Hard to change.

What our 2025 audit found, and what we built in its place on HubSpot.

Before

A service site that got in the way

52%of visitors on a phone, with mobile pages behind desktop

  • Cluttered navigation with too many links
  • About 50 page templates
  • Several contact forms in confusing places
  • Employer logins that could not just be switched off
  • A platform reaching the end of its support

After

A front door the team runs itself

20components, each tested at five screen widths

  • Designed to WCAG 2.2 AA, assessed by the Shaw Trust
  • Employers sign in through Microsoft Entra External ID
  • Existing passwords moved across at first sign-in
  • Employer admins manage their own users
  • A happy, neutral or sad rating on every page

How it fits together

Three audiences. One front door.

Members read. Employers and governance users sign in. GMPF's own team edits the lot in HubSpot.

  1. Who

    Audiences

    • Scheme members
    • Employers
    • Governance users
    • GMPF's own team

  2. Front door

    HubSpot

    • Modular pages the team edits
    • Gated pages by access group
    • Documents and events in HubDB
    • Forms with address lookup
    • Employers held by employer code

  3. Sign-in

    Microsoft Entra

    • External ID for employers
    • Passwords moved at first sign-in
    • Users synced from the admin dashboard
    • Azure Functions behind it

  4. Learn

    Feedback

    • Page ratings by URL
    • Form confirmations by workflow
    • Evidence for the next change

Built for Greater Manchester Pension Fund, 2025 to 2026. Members still see their own pension in GMPF's separate pension service.

More finance work

Banking and insurance, online.

Websites and quote-and-buy journeys we built for a banking group in Jamaica and an insurer in the UK.

National Commercial Bank Jamaica web page inviting customers to book a branch appointment
National Commercial Bank Jamaica: one of four NCB group websites we supported, from 2016.
NCB Insurance Agency and Fund Managers home page with the headline Life Happens, We Got You Covered
NCB Insurance Agency and Fund Managers, part of the same group.
Salaam Insurance get a quote form, asking for the customer details step by step
Salaam Insurance: Islamic motor and home cover, quoted and bought online or through price comparison sites.

Results

Finance work, by the numbers.

  • 1,073of 1,078 GMPF employer contacts matched to the right employer
  • 150pages, approximately, rebuilt for GMPF: two thirds with AI help, all checked by people
  • 4NCB group websites supported
  • 12,000quotations a day: the load Salaam Insurance's platform was tested for

GMPF: project records, September 2026 (figures refresh at launch). NCB Financial Group and Salaam Insurance: our published case studies.

How we work

Evidence first, then build.

  1. Audit

    UX, SEO, accessibility and analytics, so every decision rests on how people use the site today.

  2. Choose

    A side-by-side comparison of platforms, scored on ease of use, CRM integration and cost of ownership, with your content team trying them hands-on.

  3. Design

    Persona workshops, wireframes for every audience and a library of components, each mapped to a HubSpot module.

  4. Build and test

    Every component checked against WCAG 2.2 AA at five screen widths, with keyboard and reduced-motion support, and no launch until your team has reviewed the content.

Case studies

Pensions and finance work.

Questions from pensions and finance teams.

Does a new website replace our member pension portal?

Not necessarily. For Greater Manchester Pension Fund, members keep signing in to their separate pension service, while employers and governance users sign in on the new HubSpot website.

Will our employer users have to reset their passwords?

No. With just-in-time migration, the first time someone signs in a secure service checks their old password and moves it to Microsoft Entra External ID, so nobody is forced through a mass reset.

Can our own team edit the site?

Yes. Pages are built from modules your team edits in HubSpot, the header and footer are managed once for the whole site, and documents and events sit in tables, so replacing a file updates it everywhere it appears.

How do you make sure the site is accessible?

Every component is checked against WCAG 2.2 AA at five screen widths, with keyboard and reduced-motion support. For Greater Manchester Pension Fund, the Shaw Trust was involved from the design stage and assessed the finished site. See accessibility.

Are you Cyber Essentials certified?

Yes. Discover Digital Solutions Limited is Cyber Essentials certified for the whole organisation, most recently on 11 August 2026, and is registered with the ICO (Z7579468).

Can we buy through G-Cloud?

Yes. Our HubSpot services are listed on G-Cloud 15. See G-Cloud.

Line up your CRM, conversations and AI.

Tell us what is slowing your organisation down. We will show you what HubSpot, WhatsApp and AI can do about it.

Email
hello@discoverdigital.com
Phone
+44 (0)118 974 4736
WhatsApp
+44 118 974 4736
Office
Reading, UK
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