While Labour said the UK “voted decisively for change”, we hope there isn’t too much change in certain parts of the pensions industry, including the pensions dashboards timeline. Read more of Paul Muir, Chief Product Officer at Dunstan Thomas' thoughts here: #PensionsDashboards #Pensions #LabourPolicy https://lnkd.in/epM_2EdE
Dunstan Thomas (DT)
Software Development
Portsmouth, Hampshire 1,449 followers
Making the complex understandable with exceptional user experiences.
About us
Dunstan Thomas provides business services and technology solutions for the financial services markets. Delivering technology solutions and services for wealth managers, platforms and providers. Making complex interactions easier to manage and understand with exceptional user experiences. Imago software provides integrated solutions for modelling tools, illustrations, dashboards, automation and policy administration systems. Integro CX is a portal framework delivering exceptional customer experiences. Consulting services designs, implements, manages and improves platforms and propositions in the financial services market.
- Website
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https://www.dthomas.co.uk/content/products.shtml?utm_source=LI+Page&utm_medium=Button&utm_campaign=LinkedIn+Entrances
External link for Dunstan Thomas (DT)
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Portsmouth, Hampshire
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Software for wealth managers, product providers & platforms, Software Development, Application Support, TestComplete, .NET Framework, Wrap platform technology, Illustrations, FinTech, Pensions Technology, Pensions, Pensions Administration, SIPP, SSAS Administration, SIPP Administration, Adviser Tools, and Pension Portal
Locations
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Primary
Building 3000, Lakeside North Harbour
Lakeside North Harbour
Portsmouth, Hampshire PO6 3EN, GB
Employees at Dunstan Thomas (DT)
Updates
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When it comes to the world of pensions, the closest thing to the 'save the change' concept is probably the introduction of auto-enrolment. It's allowed for millions of people to start saving towards their retirement. This can only be a good thing. But as the word 'auto' implies, it doesn't require much thought. While that's been useful, it could also be considered a drawback and go some way to explain why pension engagement is often deemed to be low. Here, Andrew Martin discussed retirement income tools, building on the advances of 'save the change' tools.. #Savings #Pensions #Retirement https://lnkd.in/eiEkJsUc
Retirement Income Tools: Building on the advances of savings tools
dthomas.co.uk
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Dunstan Thomas (DT) reposted this
'Could retirement income learn a thing or two from savings tools?' I take on this topic in my latest piece for FTAdviser: #Savings #Pensions #FinTech https://lnkd.in/e5d5jc5N
'Could retirement income learn a thing or two from savings tools?'
ftadviser.com
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Don’t let working capital shortage lead to stopped pension contributions - says Adrian Boulding. In small firms, pensions affordability can be a real issue – especially for the directors and most senior staff. In times when working capital is tight, directors may be expected to waive any contractual right to a pension contribution as part of putting their ‘shoulder to the wheel’ to keep the company trading through a rough patch. #SSAS #SIPP #PensionContributions https://lnkd.in/ePbSMpRd
How SSAS & SIPP can help prevent working capital shortage resulting in halted pension contributions for directors
dthomas.co.uk
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Dunstan Thomas has secured a 10 year contract to run Spire Platform Solutions New Business 'Quote & Apply' service and ongoing Administration for their Secure Lifetime Income offering. Dunstan Thomas’ Third Party Administration will provide all back office administration for SLI, which is a flexible annuity and drawdown hybrid guaranteed retirement income product. #SLI #SecureLifetimeIncome #SIPP https://lnkd.in/eseTU4Nj
Dunstan Thomas secures 10 year contract to provide fully underwritten Quote & Apply service and ongoing Administration for Secure Lifetime Income offering
dthomas.co.uk
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So, if the quest to offer hyper-personalised advice to a larger number of customers than you can serve today is a journey, what are the steps along that path? Andrew Martin provides a personal view on what hyper-personalisation is and what it isn't and it's applications. #financialadvice #hyperpersonalisation #FinTech https://lnkd.in/eavjP8aS
Hyper-personalised financial advice: Creating better consumer outcomes with AI
dthomas.co.uk
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Dunstan Thomas are hiring for several roles, including a TPA Team Manager, Pensions Administrator and an Infrastructure Engineer. Find more info here: #hiring #financialservicesjobs #financialservicescareers https://lnkd.in/et7Fqrmu
Dunstan Thomas | Career Opportunities
dthomas.co.uk
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Dunstan Thomas has secured a 10 year contract to run Spire Platform Solutions New Business 'Quote & Apply' service. Dunstan Thomas also provides a unique administration layer enabling advisers to purchase innovative #retirementincome products, including Secure Lifetime Income (SLI) within platform SIPPs. #SLI #SecureLifetimeIncome #SIPP https://lnkd.in/eseTU4Nj
Dunstan Thomas secures 10 year contract to provide fully underwritten Quote & Apply service and ongoing Administration for Secure Lifetime Income offering
dthomas.co.uk
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If a potential customer is motivated by a cashback-style incentive that comes with their purchase, they will work a little harder to get it and be prepared to give up a bit more information about themselves. Therefore, it’s an opportunity for us to gather and store a little more knowledge about them. Adrian Boulding talks pension transfer cashback incentives in light of the new Consumer Duty regulation, and the need to evidence these communications. Read more here: #ConsumerDuty #Cashback #Pensions https://lnkd.in/eZy7Hfvm
Consumer Duty: Concern regarding cashback incentives for pension transfers
dthomas.co.uk
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Here, Ihab El-Saie and Adrian Boulding have translated the ABCD model for building trust into the real world of adviser/client interactions to see if advisers can engender trust more reliably, particularly in their use of the technology. #financialadvice #IFA #retirement https://lnkd.in/etxJBtUp
The importance of trust for clients when choosing a financial adviser
dthomas.co.uk