Outsourcing
Third Party Administration (TPA) & Outsourced IT
The Dunstan Thomas TPA team are exceptional administrators, experienced from years working in the SIPP, pensions, investment and platform markets. Products are administered on Imago and Integro CX technology.
Outsourced IT is the software development service designed for the financial services market. Outsourced IT services support and develop investment and administration systems built by in-house technical teams.
Third Party Administration
The award winning product administration service provides a low cost, quick to market and flexible outsource administration solution.
The service is delivered on technology developed by Dunstan Thomas that is used extensively in the market. It is highly configurable and well suited for integration and straight through processing, delivering efficiencies and driving down costs.
Outsourced IT
Outsourced IT is the software development service designed for the financial services market. Outsourced IT services help support and develop investment and administration systems built by in-house technical teams. The Outsourced IT service delivers experience and insight into platform and provider systems, to enable efficiencies to be made and costs driven down.
Dunstan Thomas has unique experience and expertise in the market as it has delivered Imago and Integro CX to platforms and providers. With Outsourced IT, Dunstan Thomas understands the challenge of managing and keeping systems innovated and regulatory compliant within the fast changing financial services market.
The Outsourced IT service is delivered through an experienced team working together with your team as partners to get the best out of projects.
The TPA Customer Journey
TPA is an outsourced administration service delivered by experienced SIPP and Outsource practitioners. From client onboarding through to delivering benefits to policy holders, TPA is delivered on best of breed technology using Imago and Integro CX from Dunstan Thomas.
1.Client Onboarding
The service takes care of client onboarding processes, including due diligence. Once integration work is concluded, client onboarding is part of the automated suite of Straight Through Processes (STP) orchestrated by Imago Administration.
2.Transfer Assets
The service includes transferring assets from one financial institution to another, which can either be a simple, fast process (cash) or a slightly longer process depending on the assets involved. Dunstan Thomas are working with STAR to improve the efficiency of the process across the industry.
3.Contributions
Automatic cash matching allows aggregated pension contributions to be apportioned accurately to the correct individual accounts. This is completed automatically via Imago Administration.
4.Investments
The service helps to manage investments, on behalf of the trustees, dealing in investments as agent. Information can be accessed through Imago technology.
5.Drawdown
The service can support multiple drawdown arrangements in payment and correctly attribute income and PAYE deductions as well as rebates for each arrangement. Inbuilt controls for income drawdown ensure full compliance with regulations.