Warm customer service delivered by a young, yet competent team.
An approachable yet inspirational brand look and feel
Portafina help consumers access their pension savings through a process called pension release. Simply put, this enables savers to draw down on their existing private pensions and put the capital to work. Either to move it to tax free savings or to use it for other living ambitions. Firedog was briefed on creating an engaging and inspirational brand which reflected the unique business offer. We conducted company wide and prospective client research combined with broad sector and competitor analysis. The findings are summarised in a set of strategic recommendations. It was important that the brand did not follow the established rules of conservative financial services. Rather, it should be more consumer focussed and friendly. Research advised that the business is built upon warm customer service delivered by a young, yet competent team.