26 Sep 2019
Dunstan Thomas, the leading provider of technology solutions to wealth managers, platforms and providers, were awarded the much-coveted Strategic Platform Partner Award' at the Schroders UK Platform Awards last night. Dunstan Thomas won against competition from the likes of SEI and Winterflood Business Services to win the award for the first time.
This award recognises Dunstan Thomas’ exceptional work with Seven Investment Management (7IM). Following a selection process which Dunstan Thomas passed with flying colours, Dunstan Thomas were chosen to build the new 7IM SIPP product and to provide the pensions administration service, done through Dunstan Thomas’ Pensions PA, to underpin the offering.
This work allowed 7IM to get to market with the new SIPP within a few months, through a mixture of Dunstan Thomas’ market leading Imago toolset and a close working relationship with 7IM to collaboratively design all administrative processes around the new SIPP, ensuring tight integration with 7IM’s existing systems.
Imago Administration now provides all administrative functionality to 7IM’s SIPP including: client search, onboarding, policy set up, transfers-in, contribution changes and associated reporting to the bank, FCA and HMRC. 7IM has already found now that it has its own SIPP, several wealth management groups are showing a more active interest in moving clients over to 7IM’s platform.
Chris Read, CEO of Dunstan Thomas said; “I am overjoyed that Dunstan Thomas have been recognised in this way by an independent panel of judges. I am extremely proud of the work that everyone at DT have done, it’s especially rewarding when we get feedback in this way, being effectively recognised by the whole industry”.
For more on Dunstan Thomas and 7IM view the video case study.