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02 Jun 2025
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
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
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
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 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
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 take pride in supporting both local, national and international charities and strive to give back to the community each year.
12 Dec 2024
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
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
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
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
Leading pensions fintech Dunstan Thomas has been recognised in the latest AdviserTech Market Map published by Woven Advice late last month.
23 May 2024
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
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 have partnered with Naomi House & Jacksplace for the Christmas period to fundraise for essential care items.
17 Oct 2023
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, 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
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
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
The Consumer Duty Webinar took place on Thursday 30th March from 12-1pm, via Crowdcast. View the session here.
22 Mar 2023
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
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 has been a long-term partner developing technology solutions for 7IM
17 Feb 2023
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
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
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
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
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
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 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
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
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
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
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
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 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 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
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
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
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, 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
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
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
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
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.
3 Aug 2020
15 Jul 2020
20 May 2020