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You are here : Good things come is small packages

Client: BT Financial Group
Role: Project Manager, Marketing, Superannuation

BT Financial Group set the challenge to significantly reduce the number of pages in their corporate superannuation Product Disclosure Statement (PDS) for the May 2008 launch. A project team working with the legal and marketing teams took three months from idea to delivery and delivered a 24-page document.

Using ‘Incorporation by Reference’ our aim was to ensure that the new PDS be customer focused, use plain English, with information easy to find and understand. As a result, the PDS Chant West ranking moved from 4 apples to 5 apples in the member services category

Reducing the page count from 148 pages to 24 pages realised significant savings in print and distribution.

For many years, Government and the Financial Services Industry have been pursuing page reduction and simplifying the content complexity of the final PDS. We cracked it. It was the first on market and has been well received by BT customers and copied by their industry colleagues.

• Set challenge with legal team to produce short-form PDS by Senior Management
• Project Managed and delivered 1012ia legislation on Electronic Access of supporting documentation for members
• First Superannuation Short Form PDS in market by any provider
• Project Managed and delivered a short form PDS taking existing 114 page document to 24 pages using ‘Incorporation by Reference’ legislation
• Delivered member direct mail communication - membership base of over 500,000
• Managed Senior Management stakeholders through approval of disclosure process
• Managed external suppliers – creative agency, printers, distribution
• Budget Analysis
• Issue management and resolution with senior stakeholders
• Post Implementation Review