4 Dec 2023

Dunstan Thomas donate Advent Calendars to The Christmas Elf

Typically, Dunstan Thomas distribute advent calendars to staff for the start of December. However, this year, Dunstan Thomas have chosen to purchase and donate 72 calendars to The Chocolate Elf Hampshire.

28 Nov 2023

Dunstan Thomas support Naomi House through Christmas Fundraiser

Dunstan Thomas have partnered with Naomi House & Jacksplace for the Christmas period to fundraise for essential care items.

27 Oct 2023

Professional Adviser - Feel Good Friday: Dunstan Thomas supports local charity The LifeHouse

In this live blog, Professional Adviser brings together all the different good deeds happening across the industry, helping you to see how the advice profession is contributing positively to charitable initiatives.

17 Oct 2023

Portsmouth News: financial technology firm Dunstan Thomas supports homeless charity

Portsmouth-based financial technology success story Dunstan Thomas has decided to make a commitment to the less fortunate living in Portsmouth and Southsea where the firm has been based since it was founded in 1986.

11 Sep 2023

Dunstan Thomas nominated for ‘Best Use of Platform Technology’ Award at Schroders UK Platform Awards 2023

Dunstan Thomas, leading pensions fintech, have been shortlisted for the coveted ‘Best Use of Platform Technology’ award at the Schroders UK Platform Awards 2023.

07 Jul 2023

Dunstan Thomas Staff Volunteers at the LifeHouse Food Kitchen, Making a Difference in the Local Community

On Wednesday 5th July, Dunstan Thomas staff volunteered at LifeHouse. Each staff member played a crucial role, whether it involved serving hot beverages and breakfast or assisting the kitchen staff with food preparation and cleanup.

07 Jul 2023

Dunstan Thomas dive deep into AI for Innovation Day

Twice a year, Dunstan Thomas, leading pensions fintech, run employee days to drive innovation within the business. This allows employees to focus on and develop their own ideas and planting seeds for future projects.

05 Apr 2023

Consumer Duty Webinar: How can modern technology enable providers and platforms to meet new Consumer Duty requirements?

The Consumer Duty Webinar took place on Thursday 30th March from 12-1pm, via Crowdcast. View the session here.

22 Mar 2023

Consumer Duty Regulation: Opportunities and Threats

The FCA’s Consumer Duty policy statement (PS22/9) lays out clear standards for advisory firms platforms and providers to provide greater care for consumers of FCA-regulated products and services.

07 Mar 2023

Third Financial partners with Dunstan Thomas to provide regulatory illustrations to their Investment Platform customers

Dunstan Thomas are delighted to have been selected by Third Financial as its supplier of illustration software. The list of Imago Illustrations customers goes from strength to strength and reflects its unrivalled reputation in the market.

24 Feb 2023

Dunstan Thomas are pleased to see 7IM achieve success with their retirement income strategy

Dunstan Thomas are pleased to see 7IM achieve success with their retirement income strategy. Dunstan Thomas has been a long-term partner developing technology solutions for 7IM

17 Feb 2023

Consumer Duty Outcomes: Four Key Tests

Leading pensions fintech Dunstan Thomas predicts that consumers approaching retirement will see a significant rise in email and postal invitations to interact online from their pensions product providers within the next few months.

06 Feb 2023

Consumers look forward to ‘digital engagement’ with their pension providers as the FCA’s Consumer Duty goes live this summer

Leading pensions fintech Dunstan Thomas predicts that consumers approaching retirement will see a significant rise in email and postal invitations to interact online from their pensions product providers within the next few months.

26 Jan 2023

Consumer Duty: Dunstan Thomas White Paper underlines digital opportunites for pension providers

Leading fintech and pensions technology specialist Dunstan Thomas has launched a new White Paper highlighting both the threats and opportunities which the Financial Conduct Authority’s (FCA) Consumer Duty regulation poses for pension both product providers and adviser platforms.

15 Nov 2022

Client Engagement in a Tik Tok Era - Chris Read on Sense of Identity podcast

Chris Read, founder of Dunstan Thomas, joined Paul Holland of Beyond Encryption for the Sense of Identity Podcast. The podcast included a discussion of Dunstan Thomas' evolving product set and the progression of financial services technology.

07 Nov 2022

Dunstan Thomas explores pensions engagement, managing partial matches with TPR and MaPS in Pensions Dashboards webinar

On Thursday 27th October, Dunstan Thomas’ hosted a webinar with The Pensions Regulator’s lead on PDP - Lucy Stone, and Richard James - PDP’s Programme Director at MaPS.

14 Oct 2022

Dunstan Thomas launches ISP offering for Pensions Dashboards Imago Connect

After extensive consultation with existing customers, prospects and the Pensions Dashboards Programme (PDP) team, the leading fintech provider Dunstan Thomas launches its Integrated Service Provider (ISP) offering for Pensions Dashboards, Imago Connect.

04 Oct 2022

Curtis Banks waives £800 commercial property fee

SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.

21 Sep 2022

Dunstan Thomas sponsor 'Best wealth management platform' at the Schroders UK Platform Awards 2022

Dunstan Thomas sponsored the 'Best Wealth Management Platform' Award at the Schroders UK Platform Awards, which took place on 20 September at the London Hilton on Park Lane.

20 Sep 2022

Will Pensions Dashboards be the initiative which finally moves the needle on pensions engagement amongst the non-advised?

On Thursday 27th October 2022, Dunstan Thomas will host a webinar on the potential legacy of the Pensions Dashboards programme. More specifically, how can providers take consumers on a (digital first) journey so that they make the most of their (potentially freshly consolidated) pots? How can advisers hope to support them?

19 Aug 2022

Baby Boomers Video #5 - Pensions & Investments Engagement & Digital Adoption

1 in 7 Boomers are now reviewing their pensions and keeping up to date with their retirement savings and investments online. 6% are using mobile apps on their smart phones to check their investments and plan portfolio changes.

18 Aug 2022

Baby Boomers Video #4 - Intergenerational Subsidisation

Dunstan Thomas Baby Boomer Study 2022 found that 23% of 59-75 year olds across the Uk are financially supporting their children, even after they've retired, the average number of years they expect to keep this up in retirement is 9.6 years. Furthermore, 16% of Boomers are supporting their grandchild(ren) financially.

17 Aug 2022

Baby Boomers Video #3 - Attitudes to Financial Advice

A quarter of Baby Boomers plan to or have already used regulated financial advice to gain more knowledge about pensions before they fully retire. We find out what triggers some to seek advice and why many prefer to go it alone.

16 Aug 2022

Baby Boomers Video #2 - DB vs DC

About half of Baby Boomers are benefitting from DB pension for solid baseline Retirement income. State Pensions, personal DC Pensions, ISAs and other investments can then support variable 'lifetyle' expenditure.

10 Aug 2022

Baby Boomers Video #1 - Lengthening Retirement Journeys

Baby Boomers Retirement is rarely a single event now, but more of a gradual process of moving from full-time to part-time to stopping paid work when finances allow.

16 Jul 2022

Curtis Banks' Salary Sacrifice Calculator a strong success

Curtis Banks' Salary Sacrifice calculator page is now the second biggest driver of search engine traffic to the Curtis Banks website with over 2k visits per month.

16 Jul 2022

Curtis Banks retains AKG 'B' strong rating for fifth year

Curtis Banks announce that independent ratings agency AKG has given Curtis Banks a Financial Strength Assessment rating of ‘B’ Strong, as we retain this rating for a fifth consecutive year.

12 Jul 2022

Webinar: Supporting Baby Boomers’ subsidisation of their children’s income

On Thursday 30th June, Dunstan Thomas held our fourth webinar of the year - focusing on how our industry can support increasing numbers of Retiring Baby Boomers’ in their desire to subsidise their children and grandchildren from their Retirement Income.

05 Jul 2022

Dunstan Thomas founder takes senior role in Curtis Banks

Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group. He will be replaced as CEO by COO of six years Ihab El-Saie.

04 Jul 2022

Dunstan Thomas promotes Ihab El-Saie to CEO - Chris Read moves to senior group role

Retirement technology provider Dunstan Thomas has promoted its chief operating officer Ihab El-Saie to chief executive as long-standing CEO Chris Read moves to a senior position at parent company Curtis Banks.

15 Jun 2022

How can our industry support increasing numbers of Retiring Baby Boomers’ in their desire to subsidise their children and grandchildren from their Retirement Income?

The focus of intergenerational wealth transfer to date is often on inheritance tax planning and Will writing. However, a recent study of the Baby Boomer generation which Dunstan Thomas has just completed, finds that:

31 May 2022

Dunstan Thomas exhibits at the AMPS Annual Conference

Dunstan Thomas, the pensions specialist fintech, exhibited at the AMPS Annual Conference 2022, held at 1 Wimpole Street in London. The event was the AMPS committee’s first in person event since October 2019 and was a great opportunity for Dunstan Thomas to present its wide range of pensions illustrations, administration, and portal solutions.

10 May 2022

Getting Financially Fit – Dunstan Thomas work with Brewin Dolphin on staff financial wellbeing

A growing body of research suggests that a significant number of UK employees are suffering from financial stress which in turn is negatively impacting their mental and physical wellbeing. However, many people do not have access to financial guidance or advice.

18 April 2022

Dunstan Thomas commission new major national study into the finances of the UK’s Baby Boomers aged 58 to 75

Dunstan Thomas, the pensions specialist fintech, has commissioned a nationwide study to explore the financial health of the UK’s Baby Boomer generation. This research follows Dunstan Thomas’ 2017 study into the retirement journeys of Baby Boomers, mapping out the changes in the UK landscape over the last 5 years.

29 Mar 2022

‘SIPP vs SSAS: Which is easier to exit if the boss decides to sell the business?’

Is it easier to disentangle an owner from a SSAS or a SIPP which is closely connected with the finances of a business he/she is selling?”. And what are the steps in terms of valuation and extracation?

23 Mar 2022

A quarter of Baby Boomers will consult a regulated financial adviser before retiring

TA quarter (25 per cent) of Baby Boomers plan to or have already used regulated financial advice to gain more knowledge about pensions before they fully retire. A further 15 per cent plan to use, or have already used, guidance services from the likes of Citizens Advice Bureau, MoneyHelper and Pension Wise services.

23 Mar 2022

24% of Boomers aged 58 to 75 that have taken their Tax-Free Cash have put it into the bank to be eroded by rising inflation

There is some speculation that on Spring Budget Day on Wednesday 23rd March, the Chancellor Rishi Sunak will announce plans to phase out or even scrap tax-free cash as he searches for ways to recoup HM Treasury losses incurred during the pandemic and pay for anticipated new costs associated with placing stringent economic sanctions on Russia as it continues to prosecute its war on Ukraine.

22 Mar 2022

CDC's: New Kid on the Workplace Block

As the first single company CDC is set to go live this autumn for Royal Mail employees, we invited Angela Gough, Head of Corporate Pensions at the Royal Mail to talk to us about the lessons learnt on the long road to creating the UK’s first CDC pension and discuss what opportunities it creates for the whole pensions market in the future.

04 Mar 2022

Curtis Banks sponsor World Record attempt to row across the Atlantic as a solo female.

Curtis Banks are sponsoring Victoria Evans, a London-based sports lawyer, and her World Record attempt to become the fastest female to solo row the Atlantic. Victoria has been battling the tough challenging conditions of the Atlantic since her departure from Tenerife on 11 February.

10 Jan 2022

What ESG data must corporates get ready to provide to meet investors’ own reporting requirements?

There is a creeping concern that 2021’s obsession with setting organizations on a path to Net Zero, has meant that the S and the G of ESG appear to be already revealing the largest gaps in terms of data availability. Or to put it another way: how do we deliver a just economy as well as a greener one?

30 Nov 2021

42: 42 Essays & 42 Pictures

Christopher Read, CEO of Dunstan Thomas, has authored a book called 42. The book was written to support the charity Singing Gorilla Projects, a charity based in Uganda. During the COVID-19 lockdown, Chris was commissioned by Retirement Planner to write a weekly opinion piece on the thoughts of a business leaders during this time.

20 Sep 2021

Curtis Banks awarded Best SIPP Provider for the second consecutive year at the Investment Life & Pensions Moneyfacts Group plc Awards 2021.

Moneyfacts Group present a series of awards throughout the year rewarding exceptional financial products and services in the UK. Curtis Banks awarded Best SIPP Provider for the second consecutive year at the Investment Life & Pensions Moneyfacts Group plc Awards 2021.

10 Sep 2021

Dunstan Thomas discuss the opportunities and pitfalls of Intergenerational Wealth Transfers

Total annual wealth passing from one generation to the next is forecast to rise from the current level of £69 billion to around £115 billion per year by 2027, according to a ground-breaking report from probate specialists Kings Court Trust.

9 Sep 2021

Curtis Banks to integrate further with platforms

Curtis Banks is developing a tool which will, among other things, allow self-invested personal pension applications and quotes to be added directly into adviser platforms. According to its half year results, published this morning (September 9), the provider is looking to boost its technology offering on the back of its acquisition of fintech firm Dunstan Thomas.

13 Jul 2021

Dunstan Thomas discuss the 'Flexibility Opportunity of SIPPs', live on Crowdcast

The UK SIPP market has continued to attract an average of approximately £2bn of new business annual premium equivalent each year since pension Freedoms went live in April 2015. According to the FCA, £20.8bn was transferred out of DB plans into DC plans in 2017 alone, and close to 99% of that money goes into SIPPs as, according to XPS Pensions Group, nearly all DB transfer monies go into SIPPs today.

24 Jun 2021

Due to popular demand, Dunstan Thomas hold a second review of the SSAS Market

The session, which took place on Thursday 24th June, focused on exploring the merits and pitfalls associated with recommending switches between SIPP and SSAS pension schemes. What are the circumstances which make this switch a good recommendation and when should it be resisted?

18 May 2021

Dunstan Thomas launches SSAS capability for Imago Administration

In response to increased market demand to streamline the administration of SSAS books over the last year, the retirement solutions specialist and fintech innovator Dunstan Thomas, formally launched Imago Administration for Small Self-Administered Schemes (SSAS) pensions today.

12 May 2021

Sign up for our 'Shaping Income In Retirement' webinar now

On our panel for the next Dunstan Thomas webinar, 'Shaping Income in Retirement', going ahead on 26th May is...

12 Apr 2021

Curtis Banks have been recognised as a Top Rated Full SIPP Provider by FT & Investors Chronicle.

We've been recognised as a Top Rated Full SIPP Provider by FT & Investors Chronicle. A full SIPP with Curtis Banks offers direct access to our commercial property expertise. We have a dedicated team of property professionals who manage in excess of 6,250 properties on behalf of thousands more clients within the Curtis Banks Group.

7 Apr 2021

Curtis Banks sees profits dip but revenues jump on acquisitions

Sipp provider Curtis Banks has seen its profits dip, but revenues and assets jump as it looks to bed in a number of significant acquisitions.

29 Mar 2021

Sign up for our 'SSAS Market Review: Fixing The Roof While The Sun Is Still Shining' webinar here

The Small Self-Administered Scheme (SSAS) has come back into the spotlight recently, and currently enjoys relatively light touch regulation.

23 Mar 2021

Introducing the ICX ‘Neo’ Skin

Here at Dunstan Thomas, we are always looking for ways to improve our products. One clear way to achieve this is by making substantial changes to branding and styling, giving the product a fresh, modern edge. Consequently, we have just released our new Neo skin, which radically changes the look of Integro CX, bringing a new, refreshed look to the product.

12 Mar 2021

Dunstan Thomas sign up for The Mental Health At Work Commitment

11 Mar 2021

Sign up for our 'ESG Ratings: Keeping One Step Ahead Of The Greenwashers' webinar here

22 Feb 2021

Dunstan Thomas first webinar, titled 'The Coming of Age of Automated Advice', is a huge success

19 Jan 2021

Curtis Banks picks up another director

12 Jan 2021

Curtis Banks brimful of optimism after robust performance in 2020

30 Nov 2020

Curtis Banks transformation continues

23 Nov 2020

Curtis Banks commits £5m into pensions technology

2 Nov 2020

Curtis Banks completes £25m acquisition of Talbot and Muir.

20 Oct 2020

Dunstan Thomas successfully delivers first product User Group.

12 Oct 2020

Dunstan Thomas work with Discovery to deliver a new way of working.

6 Oct 2020

Curtis Banks acquisition of Talbot and Muir to complete this month

16 Sep 2020

A return to the office enlightened with a touch of creativity.

3 Sep 2020

Pandemic hits Curtis Banks pre-tax profits but revenues steady

3 Aug 2020

Dunstan Thomas has been acquired by Curtis Banks, one of the UK’s largest independent SIPP operators.

15 Jul 2020

Dunstan Thomas customer Investacc picks up Best SIPP provider of the year award at the Money Marketing awards.

20 May 2020

Spire Platform Solutions, powered by Dunstan Thomas sign up more platforms with guaranteed income plans within Sipps.

17 Apr 2020

Dunstan Thomas Group acquires Platform Action to deepen investment and wealth management platform expertise & extend consulting capabilities.

16 Apr 2020

Portsmouth News: A Technical Architect has been doing his bit to make the lives of NHS workers easier during the coronavirus pandemic.

2 Apr 2020

Technical Architect David Collins 3D prints ear savers to help NHS staff and key workers.

16 Mar 2020

Adrian Boulding covers a wide variety of topics in third series of Dunstan Thomas vlogs.

2 Jan 2020

Dunstan Thomas awarded Crystal Mark for new and improved SMPI statement.

18 Dec 2019

Dunstan Thomas supports the STAR Initiative

28 Oct 2019

Dunstan Thomas’ new product Imago Automation first release is completed.

14 Oct 2019

Dunstan Thomas continuous innovation ramps up on Innovation Day.

26 Sep 2019

Dunstan Thomas wins Strategic Platform partner at Schroders UK Platform Awards 2019