View more on these topics

Dunstan puts Sipp illustration service on internet

Pension technology specialists Dunstan Thomas is offering IFAs online access to its Sipp illustration platform Imago for a flat fee of £150.

The system previously needed to be implemented in IFAs&#39 premises but Dunstan hopes the development will increase the use of Imago among advisers with only a small volume of Sipp business.

For the flat fee, Imago will generate as many illustrations per client as required and is capable of producing five types of illustration – full, phased or part drawdown, phased annuity purchase and pre-retirement. It also supports multiple investment types and asset classes, flex-ible contribution models, critical yield curves and has retirement planning facilities.

Dunstan says Imago&#39s web launch is the first stage in its plan to offer a bureau service where it will collect all the necessary data from IFAs to generate an illustration.

Chairman Christopher Read says: “IFAs have expressed a lot of interest in Imago and we have developed this service to satisfy this need. The web service offers a cost-effective solution to IFAs that they can use on an asand-when basis.”

Recommended

Misys &#39open to offers&#39 for its IFA business

Misys approached major providers to discuss selling its financial services business outright in the last two months, according to senior sources at the providers.Two weeks ago, Misys told the stockmarket it was committed to its IFA businesses and was in talks with several providers to look at its future options.The options under discussion were believed […]

CP121 in action

The FSA&#39s proposals on polarisation are happily in operation in Reigate.Indeed, they have been operating for six or seven years successfully, efficiently and very productively.We do exactly as described, working on fixed fees, specified hourly charge rates, remunerating commissions into the fee account or back into the product where commission exceeds fees.We are a successful […]

Fifth of firms to close DB schemes

More than a fifth of companies offering a final salary scheme are planning to close it, according to a survey from Employee Benefits magazine. Around 73 per cent of employers with defined benefit schemes said they felt their staff did not appreciate the cost and effort of running the scheme and only 52 per cent […]

Pink chalks up loans on Clean Slate

Pink Home Loans has added three new rates to its sub-prime product range funded by specialist lender Mortgage Express. Rates of 5.49 per cent fixed until June 2004, 6.49 per cent fixed until June 2007 and a 0.75 per cent discount on a base rate of 5.5 per cent for five years are available on […]

Neptune launches Japan Institutional Fund

By Chris Taylor, Investment Director, Head of Research Neptune is excited to announce the launch of the Japan Institutional Fund on 22 June, having disclosed to the market in March its intention to offer the product. The Fund will be managed by the highly-regarded Chris Taylor, Head of Research and manager of the long-running Japan Opportunities Fund. It will invest in the same underlying stocks as the Japan […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com