Dunstan Thomas provides online adviser portal technology for Curtis Banks’ new ‘Your Future SIPP’ pension
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
The retirement solutions specialist and fintech innovator Dunstan Thomas, has implemented its Integro CX portal technology to provide an adviser portal for digital access to Curtis Banks’ new ‘Your Future SIPP’ pension. Dunstan Thomas provided the integration and market expertise needed to deliver seamless digital customer journeys for the new SIPP.
Curtis Banks recently launched Your Future SIPP to bring together all its existing capability in a single pension. Key features of the new SIPP include open market access to virtually any investment solution, flexible and competitive pricing and automated adviser charging.
Dunstan Thomas’ Integro CX portal technology provides the presentation layer which enables advisers to register to use the portal and then complete new business applications for the SIPP. The portal also provides users with a slick client on boarding process without the need for paper. Straight through processing is supported by electronic application forms and e-signatures.
Dunstan Thomas Imago Illustrations enable creation of pensions illustrations. Advisers can also use the portal for secure messaging and review number of investors as well as in progress, cancelled and completed applications in their personalised dashboard.
The portal will provide plan list overviews as well as individual plan summaries with up-to-date valuations, investment breakdowns, contribution history, transfers-in and income taken to date.
Dunstan Thomas has created simplified, digital-only new business application processes and put in place a managed user migration process to move users from existing Suffolk Life systems to new ones.
Nigel Rodgers, Group Chief Information Officer, Curtis Banks explains:
“Dunstan Thomas’ portal, security, workflow, customer journey building and management capability; combined with its knowledge of our systems built up over many years; has helped us get to market quickly with a competitive and functionally-rich, adviser-led offering.”
Chris Read, Group Chief Executive, Dunstan Thomas Group, added:
“For over ten years Suffolk Life, and now Curtis Banks, has been a great client for us. Suffolk Life was the launch client for our now widely used Imago Illustrations Version 5. Our expertise in the SIPP, retirement and platform market of over 30 years has now been augmented by the addition of our powerful new Integro CX portal technology. Integro CX, coupled with the richness of the Imago product suite, has enabled us to assist Curtis Banks to get to market with its new ‘Your Future SIPP’ both quickly and securely.”