The Wrap World

 The Dunstan Thomas 2009 publication is focussed on Wrap. The booklet will be available to download later this year. The content of the booklet is built around the findings of the 2008 Adviser and Provider Surveys. If you would like to receive a copy please drop us an email on info@dthomas.co.uk

2008 is ‘Year of the Wrap’, finds new Dunstan Thomas survey of adviser community 71% of adviser firms’ wrap migration strategies may be in breach of ‘Treating Customers Fairly’ (TCF) principle, but could go hand in hand with firms’ pensions consolidation programmes

Wrap platforms are expected to have the most significant impact on the retirement planning market this year, according to a recent survey of advisers commissioned by pensions and investments technology solutions provider Dunstan Thomas. A total of 39 per cent of advisers saw wraps as being more important than ‘innovation in SIPP products’ (e.g. family SIPPs, corporate SIPP etc.) which picked up 23 per cent of the vote; and ‘enhancement of legacy pension schemes’ chosen by 21 per cent of respondents.

Press Release

Providers still resisting Wrap investment, finds new Dunstan Thomas Survey. Main point of failure is likely to be cultural fixation on creating own solutions, says Dunstan Thomas

Only one in ten (10 per cent) of the 183 life offices, SIPP providers and SIPP administrator firms polled by an e-mailed survey commissioned by pensions and investments technology solutions provider Dunstan Thomas in February, found that supporting wrap platforms was the key route to growth in 2008. This comes despite the fact that IFAs are seeing migration of clients onto wrap platforms as a key element of their development plan, according to a parallel study of pensions and investment adviser firms, also commissioned by Dunstan Thomas.

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