Financial Services - News
Financial Services News
Drawdown investment pathways deserve another look
Dunstan Thomas goes live with new client portal
Seven Investment Management - Success Story
Dunstan Thomas Imago Portal enables interactive personalisation right through to the consumer
Dunstan Thomas Group growth drives creation of new offices in the heart of Watford’s business district
Adrian Boulding: Personalising pensions to engage ‘Generation K’
A new era!: A timelapse of the birth of the new home of Dunstan Thomas at Lakeside
Adrian Boulding: Have the pension regulators really started listening?
Millennial Money: Use tech as a 'fee-gap' for younger clients
Vlog #5 - SPA Gender Equalisation
How tech is reshaping the adviser fact find
Dunstan Thomas mentioned in PensionsAge article 'the future is now'
FTAdviser: Government blunder dooms pension dashboard' - features comments from Adrian Boulding
Adrian Boulding: How realistic is asset manager charges transparency?'
Discovery - Success Story
ProfessionalAdviser: Anyone not taking on younger clients is closing down'
ProfessionalAdviser: Asset manager charges block pension cost clarity'
FTAdviser: Transfer value cuts 'should be decided by regulator'
Adrian Boulding: Annuity/drawdown mix makes retirement gold blend
Adrian Boulding: A little (financial) knowledge is a dangerous thing
FCA Retirement Outcomes Review measures consumer self-harm
MiFID II platform 'paper storm' hinders adviser-client engagement'
Adrian Boulding: Why IFAs should embrace robo-advice'
Adrian Boulding: The multiple benefits of 'lifetime giving'
Dunstan Thomas in the press: Call for artificial intelligence-driven pension dashboard
Dunstan Thomas powers efficiency drive at Mattioli Woods
Dunstan Thomas Group acquires Surya Solutions
Pensions Dashboard could offer retirement income planning panacea for nearly half of Baby Boomers
Digital Keystone named runner-up in ‘Best use of Platform Technology’ category at Schroders UK Platform Awards 2017
MiFID II - Tried and tested solutions to the new MiFID II challenges
Dunstan Thomas Supports the Crondall Triathlon
Imago User Group Press Release.
Andrew Martin, Chief Innovation Officer at Dunstan Thomas gives a session at the TISA and Corporate Comms Shop Joint Seminar entitled: ‘Robo-Pensions – The Digital Revolution’.
We ignore the very different requirements and behaviours of the ‘digital native’ millennial generation at our peril.
Providers and platforms investing in digital customer engagement are already winning millennials’ business, finds new Dunstan Thomas report.
Novia launches pension transfer value analysis system working with Dunstan Thomas.
The LISA Survey Infographics.
All the Infographics together.
Dunstan Thomas appoints new Product Strategy Director Andrew Martin as tech provider beefs up platform offerings.
Dunstan Thomas Imago Front Office & Back Office deployed at Close Brothers.
Dunstan Thomas deploys Imago Front Office Version 5 across Suffolk Life for pension illustrations.
Digital Keystone wins Best use of Platform technology at Schroders UK Platform Awards 2016.
Multrees spots strong demand for online customer servicing amongst wealth managers.
Dunstan Thomas launches Pensions Dashboard Guide, 24 page free downloadable guide puts emphasis on using the Dashboard to stimulate better customer engagement.
Dunstan Thomas celebrates 30 years in software.
Dunstan Thomas in the press, with Adrian Boulding talking about pensions dashboards.
In the press, Natanje Holt, MD of Dunstan Thomas comments on charges on income drawdown. The article looks at the profusion of charges which are currently being levied by drawdown contract providers. A quick investigation found 10 different charges which providers are using right now.
Dunstan Thomas and Digital Keystone join to support providers and platforms moving to a digital world.
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26 November 2015 Adrian Boulding, Retirement Strategy Director at Dunstan Thomas puts his TISA hat on and comments on the Autumn Statement.
23 November 2015 Courtiers announces Group SIPP powered by Imago Back Office and Imago Front Office.
19 November 2015 Adrian in the press with the latest piece on Auto Enrolment. The article can also be found on this web site in the Issues section or a published version by Retirement Planner and Professional Adviser
4 November 2015 Dunstan Thomas Imago Auto Engage in the press.
19 October 2015 Well loved and respected industry figure, Adrian Boulding - Retirement Strategy Director at Dunstan Thomas, has started a regular commentary on industry issues. You can follow him here at Adrian's Corner on the Dunstan Thomas web site. His first article looks at the "Pot Follows Member" debate...
7 October 2015 Dunstan Thomas Imago helps Aegon Retirement Choices & Retireready take advantage of Pension Freedoms changes.
1 October 2015 Dunstan Thomas Auto Engage offers providers cost effective online delivery of annual benefit statements.
24 September 2015 Dunstan Thomas's Boulding calls for industry action on small pot problem.
23 September 2015 Dunstan Thomas dominantly figures with winners at the 2015 Platform Awards.
14 August 2015 Alliance Trust Savings selects Dunstan Thomas Imago toolset to aid D2C retirement decision-making in response to Pension Freedoms.
26 June 2015 Portsmouth tech firm Dunstan Thomas strengthens commitment to children’s charity The Share Foundation at Goodwood Golf Day.
24 June 2015 HMRC reporting on UFPLS requests proves biggest admin headache for providers post Freedom Day, finds new Dunstan Thomas poll.
19 June 2015 Adrian Boulding to join Dunstan Thomas to help shape technology provider’s Pensions Freedom solutions.
10 June 2015 Race The Sun challenged by Dunstan Thomas.
8 June 2015 Countdown to the annual Dunstan Thomas Golf Day at Goodwood.
6 June 2015 Fun, creativity and amazing results at the Dunstan Thomas FedEx day.
5 May 2015 In celebration of Dunstan Thomas 29th birthday download our product postcards.
27 April 2015 Race the Sun June 2015, team Dunstan Thomas gear up for the challenge.
24 April 2015 Dunstan Thomas funds learning for the Bright Future...
27 March 2015 Dunstan Thomas sees significant demand for new at-retirement consumer tool geared for ‘pension freedom’ world.
25 February 2015 Imago Front Office Versions 5 is launched with new user interface allows for device fexibility and highly secure mobile delivery.
29 December 2014 Dunstan Thomas team "DT1" to start training regime for the Race the Sun in the Brecon Beacons June 2015
22 December 2014 Dunstan Thomas expect stiff demand for UFPLS
19 December 2014 Dunstan Thomas launches ‘Preparing for Freedom Day’ Guide. 34-page free downloadable guide includes detailed guidance for providers based on unique market research-backed insights
16 December 2014 Blended retirement illustrations are coming for April 2015. Natanje Holt comments on whether the increased complexity will make these documents impossible to understand.
08 December 2014 Dunstan Thomas takes on three new members of staff, Sunday Adogeri, Paul Coombs and Andrew Ross to join the expaning Imago team. 2014 has seen significant growth in the Imago business and with the "Freedom Day" changes comming in for 2015, there is a great deal of activity in getting exisiting products ready for Imago users as well as new product design and development to do. 2015 will see the launch of Imago Self Direct and Imago Auto Engage.
21 November 2014 Dunstan Thomas launch UFPLS processing capability in Imago Back Office.
21 October 2014 Annuity market predicted to halve in size following Budget changes, finds new Dunstan Thomas poll.
21 October 2014 Advisers still going through intensive business planning, proposition development & roll out 18-months on from RDR.
6 October 2014 New Operations Manager for Dunstan Thomas Holdings.
11 July 2014 Glorious Golf at Goodwood - the 2014 DT Golf Day.
9 July 2014 Dunstan Thomas directors complete their trek across the lava, snow and ice fields of Iceland.
3 May 2014 Dunstan Thomas directors strikes out across Icelandic lava fields for children’s charity The Share Foundation.
28 April 2014 Dunstan Thomas launches Imago GPP to automate bulk transfers and other bulk administrative tasks.
10 April 2014 Dunstan Thomas release Imago Self Direct.
27 March 2014 Dunstan Thomas moves fast to ensure Imago Front Office is Budget 2014-ready for Income Drawdown changes.
08 January 2014 Gaining wider acceptance of adviser charging is largest challenge for IFAs in 2014, according to Dunstan Thomas poll.
15 November 2013 New research reveals 38% of UK consumers find pensions too complicated and confusing 1 in 5 are avoiding pensions altogether.
31 October 2013 Dunstan Thomas launches ‘Life after the Retail Distribution Review Guide’ for IFAs, providers and platforms.
26 September 2013 Software design for our industry is about creating solutions that are elegant, robust and scalable. Four new videos in the DT YouTube TV Channel.
27 June 2013 D2C platform growth looks like one great upside from RDR.
24 May 2013 Dunstan Thomas extends its consulting service offerings looking specifically at the current wave of market consolidation activity.
9 May 2013 Novia sees Dunstan Thomas as an essential early warning system helping it stay ahead of regulatory changes.
27 April 2013 The Dunstan Thomas Adviser and Provider Survey 2013 • The Provider Results • The Adviser Results
21 April 2013 Dunstan Thomas launches its YouTube channel DunstanThomasTV with a video case study showing Bill Vassilief, CEO of Novia, talk about their relationship with Dunstan Thomas and their usage of Imago Front Office to deliver illustrations through the Novia and AEGON platforms.
19 March 2013 Dunstan Thomas announces support for ground-breaking Spire Financial annuity quotation platform service.
7 December 2012 Failure to link RTI with AE reveals lack of joined up thinking which will cost UK employers dear, Natanje Holt comments in the press.
6 December 2012 CP 12/10 as changes become enforceable from 21st December, Natanje Holt comments in the press.
16 November 2012 Natanje Holt takes up TISA Retirement Advisory Council Chair.
1 November 2012 Dunstan Thomas hires two senior industry figures to help drive continued growth after record year.
30 October 2012 Dunstan Thomas spots gender equality error in Joint Life Annuity calculations.
16 October 2012 Denise Gravet joins Dunstan Thomas as Principal Business Consultant. Denise was previously at Ascenric as Head of SIPP Administration and Capita SIP Services.
15 October 2012 All change on mortality basis and projection rates for SMPIs and KFIs alike Dunstan Thomas looks at some of the latest changes in the Disclosure landscape detailed within CP 12/10 as changes look set to take effect as early as next month and become enforceable from 21st December.
13 September 2012 Jon Finley joins Dunstan Thomas as Director of Business Development. Jon has a wealth of experience of the market previously at Avelo, Vertex, Webline, Synaptic Sytems and Misys.
10 September 2012 Dunstan Thomas launches ‘Preparing for the Retail Distribution Review’ eGuide for providers and platforms.
1 September 2012 Imago Front Office provides pension, ISA, Bond and GIA illustrations for platforms with integrations.
30 August 2012 In the press (Pensions Age), commentary on the future of platforms.
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