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Dunstan Thomas enhances front office system

Dunstan Thomas is enhancing its front office system to give advisers granular asset-level projections for pensions and other product wrappers.

The pensions and investment technology provider has enhanced its Imago offering to allow users to create projections by tax wrapper or product level, by defining each assets’ levels or by using an offset from the tax wrapper.

Imago 4 uses a combination of the mid-growth and individual asset reduction in yield calculations to assist the user in understanding the cost implications between different products.

Dunstan Thomas chairman Chris Read says: “Our use of a more granular modelling approach, offsets and asset-level projections through Imago takes projections where the FSA wants the market to go by delivering accuracy relevant to wrapper and asset type, whilst also providing information to enable cost comparisons and disclosure of charges.”

He adds: “This is a very exciting development for us as it provides our clients with the ability to project growth at multiple levels that are pertinent to the underlying investment. This means we now offer full flexibility while ensuring our clients can still do clear product cost comparisons.”

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Neil Jones is technical support manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. The residential nil-rate band (RNRB) was first announced in […]

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