Financial Services - News
Financial Services News
Just 8% of Generation X saw an IFA last year
Pension pain for Generation X is 'national scandal'
Generation X research published in The Sun: Workers who get made redundant see pension pots fall by 40% compared to luckier colleagues
Article on Dunstan Thomas Generation X research - 'The redundancy drag on pensions' published in This is Money.
Dunstan Thomas awarded Crystal Mark for new and improved SMPI statement.
Dunstan Thomas supports the STAR Initiative
Dunstan Thomas’ new product Imago Automation first release is completed.
Dunstan Thomas continuous innovation ramps up on Innovation Day.
Dunstan Thomas wins Strategic Platform partner at Schroders UK Platform Awards 2019
Dunstan Thomas client 7IM launches SIPP drawdown service
Tomorrow’s Talent – Sustaining and Building a Financial Services Future
Dunstan Thomas provides seamless integrations of portal and dashboard technology into GBST
Composer for the Platform and Wealth Management markets.
Dunstan Thomas have been shortlisted in the 'Best Strategic Partner' category for this year’s UK
Dunstan Thomas provides seamless integrations of portal and dashboard technology with any system.
Dunstan Thomas client Curtis Banks launches client portal to 'complement' latest SIPP.
SIPP launches for advised clients.
Dunstan Thomas enable 7IM to get to market with its own SIPP.
Building & Delivering the Benchmark Capital Fusion Wealth SIPP in partnership with Dunstan
Aegon moves 300,000 Nationwide customers onto new platform.
Dunstan Thomas launches "Future Tech" a series of eight opinion pieces on future technology,
ranging from AI to AR, from Blockchain to Drones, from IOT to VR and 3D Printing to Robotics.
Dunstan Thomas issues a Net Promoter Score - at 57, it's excellent!
Dunstan Thomas provides online adviser portal technology for Curtis Banks’ new ‘Your Future
Dunstan Thomas provides portal & illustrations technology plus user experience expertise to
Spire Platform Solutions
Novia and Just launch guaranteed income plan within Sipp
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
A new era!: A timelapse of the birth of the new home of Dunstan Thomas at Lakeside
Discovery - Success Story
Dunstan Thomas powers efficiency drive at Mattioli Woods
Dunstan Thomas Group acquires Surya Solutions
20 November 2017
Life In Nkuringo
2 October 2017
Only 1 in 6 Baby Boomers aged 54-71 know what their retirement income level is likely to be with any accuracy, 42% of 54-59 year olds cannot approximate retirement income
Semi-retirement now lasts on average 4 years and 2 months, taking majority through to over 69 year old (before stopping paid work)
Pensions Dashboard must support post-retirement decumulation decision-making as the line between pre- and post-retirement is irreversibly blurred, find new Dunstan Thomas Baby Boomer study
Older baby boomers aged 66-71 averaged retirement income of £25,323, dropping 40% from average final salaries, finds Dunstan Thomas study
Yorkshire and Humberside offers best overall retirement prospects with 77% expecting to retire by age 65
27 September 2017
Digital Keystone named runner-up in ‘Best use of Platform Technology’ category at Schroders UK Platform Awards 2017
4 August 2017
MiFID II - Tried and tested solutions to the new MiFID II challenges
3 August 2017
Dunstan Thomas Supports the Crondall Triathlon
28 July 2017
Imago User Group Press Release
16 February 2017
Millennial group that is saving a good deal more that you might expect each month.
Millennials as early adopters of apps to reinforce savings.
Understanding and Engaging with the Millennial Generation - Striving for Stable Income Millennials.
Understanding and Engaging with the Millennial Generation - Young Entrepreneurs.
Understanding and Engaging with the Millennial Generation - All the footage.
15 February 2017
Novia launches pension transfer value analysis system working with Dunstan Thomas
26 January 2017
Actual home ownership
Bank of Mum and Dad
23 January 2017
Personal Finance National Media Version
Regional Media Version
IFA & Mortgage Intermediary Trade Version
Pensions Trade Version
19 December 2016
Dunstan Thomas appoints new Product Strategy Director Andrew Martin as tech provider beefs up platform
21 November 2016
Dunstan Thomas Imago Front Office & Back Office deployed at Close Brothers
11 November 2016
Dunstan Thomas deploys Imago Front Office Version 5 across Suffolk Life for pension illustrations
21 September 2016
Digital Keystone wins Best use of Platform technology at Schroders UK Platform Awards 2016
19 September 2016
Multrees spots strong demand for online customer servicing amongst wealth managers
11 May 2016
Dunstan Thomas launches Pensions Dashboard Guide, 24 page free downloadable guide puts emphasis on
using the Dashboard to stimulate better customer engagement
5 May 2016
Dunstan Thomas celebrates 30 years in software
28 January 2016
Dunstan Thomas in the press, with Adrian Boulding talking about pensions dashboards
20 January 2016
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.
5 January 2016
Dunstan Thomas and Digital Keystone join to support providers and platforms moving to a digital world.
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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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