Advised Market

Background

The combination of an aging demographic and RDR are radically changing the UK pensions market.

Increased disclosure requirements, new EU legislation and the accelerating move to wrap platforms are all adding to pressures on pension providers, third party administrators and financial advisers.

This is driving unprecedented change in business models within the Advised pension market, as companies evolve to deliver a clear, differentiated and profitable service.

Coping with this market transformation requires efficient, scalable and flexible technology systems, backed by extensive market knowledge that ensures they continue to develop in line with your needs.


What we offer

At Dunstan Thomas we’ve spent the last 17 years focused on the retirement solutions market.

Our Imago software has been developed through close co-operation with product providers, advisers, and more recently with wrap and D2C platforms, to deliver flexible solutions that are designed to fit market needs, now and in the future post-RDR world.

Imago is a fully integrated range of components and services that work seamlessly together to provide the key front and back office tools needed to efficiently sell and manage pensions provision.

Imago Front Office is a flexible and scalable solution for delivering illustrations and reporting solutions to meet the individual needs of product providers, platforms and advisers for the pensions and savings market. Built on a service oriented architecture it provides a common calculations and quotations engine to deliver robust and scalable illustration capabilities for the provision of advice, product analysis and cost comparisons, illustrations, reviews and SMPI reports. Imago Front Office supports illustration solutions for SIPP, SSAS, group personal pensions, bonds, ISAs, and general investment accounts.

Imago Back Office is a highly configurable and automated solution for policy administration for the pre, at and post retirement markets. As well as being scalable and robust, it is designed to be simple and seamless to integrate into existing policy administration systems to augment current capabilities. Imago Back Office provides solutions for product providers, administrators and platforms as well as web based interfaces for external users. Imago Back Office supports SIPP, SSAS, group schemes and personal pensions.