TCF (Treating Customers Fairly) driving new sales of Imago Front Office to satisfy outcome 3 – Consumers are provided with clear information and are kept appropriately informed before during and after the point of sale. Imago Front Office provides theplatform to service this regulatory requirement.
Archive for July, 2008
Comparative quotes, comparative illustrations
Tuesday, July 8th, 2008
I’ve just got back from a brainstorm meeting with a wrap provider … who are doing quite nicely, looking into providing a comparitive illustration services to show the difference between on and off plan tax wrappers and funds. The solution we provide will have to show the full effect of charges on both wrappers as seperate socumetns and then a summary – more easier to read docume twith graphics to illustrate the savings by going on plan.
SIPP Illustration systems and SMPI
Friday, July 4th, 2008
Dunstan Thomas has been developing illustrations and projection systems for the SIPP and wide pensions and investment market place for over a decade. Clients are spread throughout the SIPP market from banks, life & pensions companies to TPA’a and wealth managers.
Today the Illustrations are part of the Imago Front Office suite developed around a set of SOA architectures are incredibly flexibly to deploy and manage.
http://www.dthomas.co.uk/imago/illustrations/Frontoffice.html
Structured drawdown or variable annuity
Friday, July 4th, 2008
A recent Citywire round table event, I note that John Moret asks the question “Sttructured drawdown or variable annuity” ? I think it would be helpful for the consumer to have a level of definition consistiency.
SIPP Administration Systems
Friday, July 4th, 2008
Imago Back Office has been on the market for over a year now.
We are finding that the opportunity for us to also provide the administration service is very strong. I would be interested in thoughts and opinions on software provider turning its hand to administration.
