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Dunstan Thomas WRAP Business Guide |
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Wrap Revolution
Our own investigations of the wrap world have produced a number of conclusions not least of which is the fact that they cannot be ignored by either providers or advisers who wish to thrive in the pensions and investments world in the twenty first century.
Research that we commissioned recently (see page 13 for full survey findings) concluded that nearly a third of whole market IFAs (30%) were actively moving customers onto wrap platforms and more than a third (37%) were ‘planning to migrate’ some or all of their customers by mid-2009.
Download the latest brochure information here. |
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Data has always been a key issue, fundamental to the good management of pension schemes. Yet only recently has it become a key issue, attracting widespread attention. Why has it taken until 2009 for this issue to have achieved such prominence? In this article I will consider what has changed and why data has suddenly become such a big issue. I also review the Pensions Regulator Guidance in more detail, consider data risk in scheme buy-outs and how trustees can address data in both scenarios.
The full news update can be downloaded here. |
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Dunstan Thomas Imago Brochure |
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Imago Front Office and Back Office Solutions.
Imago Front Office Solutions are technology platforms to help pensions and investment professionals in the advice, illustrations and reviews process. Imago Front Office Solutions delivers asset allocation and stochastic models, new business illustrations, quotations, projections, review illustrations and SMPI reporting.
Imago Back Office Solutions include Imago Administration, a platform that delivers pensions and investments administration solutions, built by a team that has a deep understanding of pensions and investments as well as the technology needs of the industry.
Please download the latest information on these products here. |
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