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Financial Services

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Financial Services

To meet the unique needs of product providers and platforms for the pensions and savings market, Dunstan Thomas has developed Imago. Imago is designed to deliver a technology solution to service the advised market, the rise of the direct to consumer and group savings markets.

Imago’s flexible, RDR ready solutions are designed around the needs of pension providers,third party administrators and financial advisers. They provide a fully integrated range of components that deliver key administration tools across the front and back office, including calculation automation, illustration creation and full reporting and disclosure.

Advised Market

Imago, designed around the needs of product providers, administrators and financial advisers.
Aimed at scheme advisers and administrators, our advanced tools deliver instant illustrations to aid the move from Defined Benefit (DB) to Defined Contribution (DC) pensions within the group market, along with back office administration capabilities to automate your operations.

Group Market

Aimed at scheme advisers and administrators, Imago provides illustration and administration solutions.
Imago provides the advanced, scalable technology and automation needed to power execution only and pure D2C platforms, enabling providers to focus on marketing, sales and delivery.

Direct to Consumer (D2C)

Imago, solutions to power execution only and D2C platforms.

The Changing Market

“The improvement and subsequent proliferation of modeling, illustrations, calculations and general administration tools to help select the right options; makes wrap platforms uniquely well positioned to take advantage of an inevitable post-retirement bonanza.” David Child, Chairman Dunstan Thomas

Partnering For Success

“..we have a genuine partner that understood our business, has deep pensions administration expertise, and offers the functionality in Imago that we were looking for. To have a technology provider who is advising us on the implications of future regulation and reforms was a breath of fresh air for me.”

Head of SIPP Administration - Ascentric

RTI - Challenge or Opportunity?

“Payroll administration is a complicated area but working in partnership with Dunstan Thomas Ascentric is already able to handle a large number of customers in two payroll runs each month.”

Chris Read, CEO Dunstan Thomas

The Industry Seeks Clarity

Trade bodies and many firms speak of the need for clearer illustrations that are more beneficial to consumers but firms’ continued use of costly legacy systems appears to prevent them from creating KFIs which are understandable and well presented”

FSA

Keeping Pace With Technology

“How do I create systems capable of scaling up rapidly as demand rises while keeping data highly secure; creating a rich and interactive
user experience; and encouraging the user to come back?”

Natanje Holt, MD Dunstan Thomas

For Future Generations

“As an industry we want to stimulate and encourage a saving culture amongst the younger generations we need to provide online experiences that work on any device and communicate financial product benefits succinctly”

Natanje Holt, MD Dunstan Thomas