November 2008

Lifetime SIPP boosts business with Dunstan Thomas
Imago Front Office Illustrations Bureau

Dunstan Thomas, a leading provider of technology for the pensions and investments market, has supplied its new Imago Front Office Illustrations tool as a bureau service to The Lifetime SIPP resulting in immediate business wins for the specialist SIPP solutions provider.

The Lifetime SIPP, which supplies financial advisers with comprehensive SIPP solutions and support, invested in Dunstan Thomas’s Imago Illustrations tool to help expand its service and enable account managers to provide business partners with client quotations.

The on-demand application runs in a browser environment, with all information securely stored on Dunstan Thomas’ servers. By offering the service on a SaaS basis it avoids upfront capital investment in both software and hardware, enables speedy deployment and requires minimal internal support with no software to install, no backups or internal servers to maintain.

Initially piloted by The Lifetime SIPP in August, the tool was rolled out to the team of six account managers following training provided by Dunstan Thomas.

Robin Hooper, CEO, The Lifetime SIPP, commented: “We researched the illustrations tools available and selected Dunstan Thomas’ Imago based on the professionalism and support the company demonstrated. They showed an understanding of who we are and what we needed.

“The online application offers immediate cost savings. The system is easy-to-use and has proved immensely popular with our business partners, who were delighted at its introduction. We’ve seen an immediate return on investment with the additional client wins we have made.”

Christopher Read, chairman, Dunstan Thomas, commented:
“Our Imago Illustrations platform allows The Lifetime SIPP to offer a more comprehensive service to financial advisers, enabling the provision of timely yet complex client quotations.”

Dunstan Thomas’s Imago Illustrations Bureau service gives users more flexibility, better data and process accessibility, together with an ability to ensure IT strategy can remain aligned with the fast pace of change in the pensions market at the moment.