As part of our ongoing volunteering initiative, Dunstan Thomas staff recently took time out of their workdays to support Victoria Park, located near our home office in Portsmouth.

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

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

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.

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.

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

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.

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

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

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’.

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.

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.

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

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

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.

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

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.

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

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

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.

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.

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.