News

February 2012 - Imago Front Office is launched as a Cloud-based SaaS offering onto the Microsoft Windows Azure cloud platform

January  2012 - BAS TM1 Version 2 signposts need for widespread changes to SMPIs

December  2011 - Download eGuide entitled ‘The Changing Face of the Retirement Planning Market’, following extensive research of pensions-focused IFAs and product providers throughout this year

December  2011 - Comments on RDR & Disclosure in CP11/03 and PS11/14

December  2011 - Comments on RDR & Platforms in CP10/29 and PS11/9

December  2011 - Dunstan Thomas power LAS to provide Standard Life with a value added services for advisers to migrate assets.

November  2011 - Dunstan Thomas power illustrations for AEGON

November  2011 - Dunstan Thomas power LAS to provide Ascentric with a value added services for advisers

October  2011 - In the Press, Platforms and annuties

October 2011 - Dunstan Thomas helps IFDL to white label its platform technology to large advice firms including Openwork

September 2011 - David Child appointed Non Executive Chariman of Dunstan Thomas

September 2011 - MoneySpinners 2011

August 2011 - Outcome for the 2011 F&TRC e-Excellence Financial Planning Tools study - Dunstan Thomas score highly in the Money Marketing sponsered study, by achieving 10 gold stars. Download the Money Marketing suppliment.

August  2011 - In the Press - F&TRC e-Excellence Financial Planning Tools study

July  2011 - In the Press

July  2011 - Top Tips for Successful Migration of Clients’ Assets onto wrap platforms

June  2011 - Imago Back Office - Payroll released as a seperate product

Imago provides a fully integrated payroll module designed to cater for pension payments and the unique options you have associated with pension paymants. This means payments to an individual can be made at various frequencies including monthly, quarterly, half- yearly, annually or ad-hoc. The system allows income to be taken across multiple pension arrangements and will keep track of the PAYE regardless of the frequency.

June 2011 - 2011 DT survey results
+ IFA survey
+ Provider survey

June  2011 - Dunstan Thomas 2011 adviser and provider survey in the press

• Dunstan Thomas 2011 adviser and provider survey - in the press, Annuities & Platforms - Money Marketing View Link
• Dunstan Thomas 2011 adviser and provider survey -in the press, FTAdviser - View Link
• Dunstan Thomas 2011 adviser and provider survey -in the press, IFAOnline - View Link

May  2011 - Ascentric Case Study

April  2011 - Dunstan Thomas spring 2011 survey in production, results to be disclosed in May.

March  2011 - Dunstan Thomas press release for the AEGON ‘at retirement’ and workplace savings platform

March  2011 - Dunstan Thomas helps Novia power AEGON's platform for the the ‘at retirement’ and workplace savings markets with Imago Front Office

February  2011 - In the press - Pensions World

January  2011 - Natanje Holt joins TISA’s Retirement Council as wave of change hits the retirement planning industry

November  2010 - Dunstan Thomas powering LAS asset migration services with Ascentric and Montpellier

October  2010 - Courtiers selects Dunstan Thomas Imago for Group & individual SIPP administration capability

October  2010 - Dunstan Thomas awarded for 13 categories in the Money Marketing Wrap and Financial Planning Tools supplement researched by the Finance and Technology Research Centre (F&TRC).  Imago Front Office is listed seven times for At Retirement tools and six times for Growing Pensions tools.

September  2010 - Chris Read, Chairman, participates in Money Spinners cycle ride for Macmillan Nurses

August  2010 - Future of Illustrations in the press - Pensions Management

August 2010 - Future of illustrations, an article

June 2010 - Currently recruiting for sales and business development position, for individuals with knowledge of the retirement and distribution (financial services). Drop me a line if you are interested on cread@dthomas.co.uk

May 2010 - Private client stockbroker and investment manager Hargreave Hale comments on the Imago outsourced administration services, "the offering has exceeded our initial expectations both in terms of systems and knowledge of Dunstan Thomas staff" - Case study

April 2010 - The Spring Survey 2010 in the press - Citywire

April 2010 - The Spring Survey 2010 in the press - Money Marketing

April 2010 - The Spring Survey 2010 in the press - IFA Online

April 2010 - The Spring Survey 2010 in the press - FT Adviser

April 2010 - Dunstan Thomas in the press - Money Marketing

April 2010 - Courtiers - powered by Imago

April 2010 - New Version - Imago Front Office Version 4 released.

April 2010 - Imago Front Office Version 4, supporting variable growth rates at both product and asset level to create a more sophisticated illustration and modelling capability supporting issues arising from the FSA The Pensions Thematic Review and COB.

March 2010 - Dunstan Thomas in the press - Pensions Management.

March 2010 - Pensions Provision in the UK 2010 & Beyond: Perfect Storm or Storm in a Tea Cup for Pensions?

March 2010 - Imago in the press with Succession.

March 2010 - Succession, who specialise in consolidation and capital creation for IFA firms, have selected Imago Front and Back Office to run their SIPP through the IFDL wrap platform.

March 2010 - Cyprus based Fraser MacKinlay take on Imago Front Office.

February 2010 - Rowanmoor, powered by Imago, increase sales by 88%  Story in IFA Online.

January 2010 - Leading wrap platform Ascentric and Legacy Asset Systems (LAS) have today announced that LAS will supply asset migration services to Ascentric users, effective immediately. Story in Money Marketing.

January 2010 - Dunstan Thomas release an upgrade to The Imago Front Office with RIY Plus as demand for transfer analysis tools extends to providers.

January 2009 - Dunstan Thomas  delivers the capability to provide white label solutions through the IFDL Wrap platform to deliver illustrations.

January 2009 - Towergate take on Imago Front Office through the IFDL Wrap platform to deliver illustrations.

December 2009 - The Back Office is in the process of two deployments, details to be announced in the new year.

December 2009 - The Front Office gear up activities for the deployments of the RIY Plus calculator for Legacy Asset System clients.

November 2009 - MySIPP partner with Dunstan Thomas to deliver their next generation Individual and Group SIPP capability.

October 2009 - Chartwell's SIPP powered by Imago Back Office through IFDL.

September 2009 - Dunstan Thomas sponsor the SIPP award at the UK Platform awards. Chris Read, chairman hands the award to Standard Life.

September 2009 - Novia powered by Imago Front Office, named Best New Platform Proposition at industry awards .

August 2009 - Rowanmoor's SIPP, powered by Imago, awarded a Defaqto 5 star rating.

August 2009 - Montpellier take on Imago Front Office to deliver illustrations.

August 2009 - In the press (Corporate Wrap) - IFA Online.

July 2009 - Succession Advisory Services launches.

July 2009 - Dunstan Thomas partners with Logica for more complex IT modernisation projects.

June 2009 - In the press (Insurers and Corporate Wraps) - IFA Online.

June 2009 - In the press (Imago and Legacy Asset Systems) - Money Marketing.

June 2009 - Legacy Asset Systems launch.

June 2009 - In the press (Imago and Rowanmoor) - Money Marketing.

May 2009 - In the press (Imago and Legacy Asset Systems) - Money Marketing.

May 2009 - In the press (TCF Failures) - FT Adviser.

May 2009 - In the press (Imago and Ascentric) - Money Marketing.

May 2009 - In the press (Imago and Legacy Asset Systems) - New Model Adviser.

May 2009 - In the press (Imago and Legacy Asset Systems) - Professional Pensions.

May 2009 - In the press (Imago and Legacy Asset Systems) - Pensions Management.

May 2009 - In the press (Imago and Ascentric) - Pensions Management.

May 2009 - Ascentric - powered by Imago. Dunstan Thomas delivers imago Back Office and Imago Front Office to Ascentric to power their new SIPP targeted at the Wrap market - click here for the full press release.

May 2009 - WRAP Business Guide released click here for download. Press Release

 May 2009 - Legacy Asset Systems Limited (LAS) - powered by Imago. Dunstan Thomas are founding partners in LAS. A service to ease and enable the migration of legacy assets held in adviser back office systems to platforms. The LAS service provides a flexible, TCF and compliant process for identifying legacy clients with old products suitable for upgrade, transfer or consolidation. Further information on LAS, click here.

Particularly suitable for IFA businesses seeking to move to a 'wealth management‘ business model.

April 2009 - Rowanmoor - powered by Imago. Dunstan Thomas delivers imago Back Office and Imago Front Office to Rownamoor to power their new SIPP targeted at the HNW market.

April 2009 - Dunstan Thomas wins Hargreave Hale contract for new outsourced pensions administration service. the service is delivered on Imago Back Office and Imago Front Office.

April 2009 - Shallow or Deep an article
‘Is this the key question when selecting a wrap platform to work with?’

March 2009 - In the press -Legacy Asset Migration

February 2009 - Legacy Asset Migration an article
‘Thar’s Gold in them thar hills’: the opportunity of legacy asset migration onto maturing wrap platforms

Click here for more archived news...