News

02 Jun 2025

Dunstan Thomas supports Saltus to deliver customisable and compliant pensions illustrations for its growing SIPP book.

Leading WealthTech partner Dunstan Thomas has secured a new contract to supply and support its Imago Illustrations solution for the investment management firm and adviser platform-as-a-service provider Saltus

21 May 2025

Dunstan Thomas Co-Managing Director nominated for Women in Financial Advice Awards 2025

Julia Fintz, Co-Managing Director of Dunstan Thomas has been nominated as part of the 2025 shortlist for the Women in Financial Advice awards.

20 Mar 2025

Dunstan Thomas provides Imago Illustrations and Imago Administration to Alltrust following Rowanmoor acquisition

Leading wealthtech partner Dunstan Thomas has been selected following a review of the specialist SIPP and SSAS provider Alltrust Services Ltd.’s pensions technology stack.

27 Feb 2025

Leadership changes at Dunstan Thomas

Julia Fintz and Paul Muir will take over as joint Managing Directors of Dunstan Thomas following the decision of current CEO Ihab El-Saie to retire at the end of March.

14 Feb 2025

Nucleus updates platform to support advisers with Dunstan Thomas pension calculators

Nucleus has extended its range of technical product resources for advisers with the addition of several updated pension tools, developed by Dunstan Thomas

06 Feb 2025

Dunstan Thomas join forces with the PDP to host Pensions Dashboards user group

With connection dates for schemes fast approaching, Dunstan Thomas (DT), leading pensions specialist FinTech, have joined forces with the Pensions Dashboards Programme (PDP) to outline the path to connection for clients.

12 Dec 2024

Dunstan Thomas gets into the festive spirit by supporting Naomi House & The Christmas Elf

Dunstan Thomas take pride in supporting both local, national and international charities and strive to give back to the community each year.

12 Dec 2024

Nucleus chooses Imago Connect for Pensions Dashboards ISP

We are pleased to announce that, following this review, Nucleus Group has selected Imago Connect by Dunstan Thomas to power its entire platform estate.

23 Oct 2024

Dunstan Thomas says advisers must check that clients can handle responsibilities that DC pensions have placed on retirees’ shoulders post Freedoms

Adrian Boulding, Director of Retirement Strategy at Dunstan Thomas, has penned a thought piece for the Pensions Policy Institutes’ (PPI) annual publication ‘The DC Future Book’.

16 Oct 2024

Dunstan Thomas wears it pink to help raise money for Breast Cancer Now

On Tuesday 15th October, Dunstan Thomas took part in Breast Cancer Now’s wear it pink day to raise money for people affected by breast cancer.

12 Aug 2024

Dunstan Thomas secures 10 year contract to provide fully underwritten Quote & Apply service and ongoing Administration for Secure Lifetime Income offering

Leading pensions fintech Dunstan Thomas has secured a 10 year contract to continue to run Spire Platform Solutions’ (SPS) New Business ‘Quote and Apply’ service.

11 Jun 2024

Dunstan Thomas’ product suite recognised in Woven Advice AdviserTech Market Map

Leading pensions fintech Dunstan Thomas has been recognised in the latest AdviserTech Market Map published by Woven Advice late last month.

23 May 2024

Dunstan Thomas tightens cyber security to secure SecurityScorecard A Rating

Leading pensions fintech Dunstan Thomas has secured a SecurityScorecard ‘A’ rating after focusing extensively on tightening cybersecurity systems to protect IT infrastructure

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.

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.

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.

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.

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:

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.

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.

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.

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

12 Oct 2020

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

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.

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.

26 Sep 2019

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