Dunstan Thomas

Nearly three quarters of advisers could be in breach of TCF as they migrate clients over to wrap platforms, according to a new survey by technology solutions provider Dunstan Thomas.

Almost a third of advisers are automatically offering clients a SIPP if they are planning to invest more than a £1,000 a month, says Dunstan Thomas.

Dunstan Thomas has published a business guide for pensions advisers wanting to take advantage of the A-Day and Regulation Day changes.

Policyholders will get access to income drawdown alternatives to standard annuities at maturity following another IT implementation by Friends Provident.

Christopher Read , chairman at Dunstan Thomas explains some of the lessons his firm has learned in helping to prepare intermediaries for mortgage regulation and how they could be applied to A-Day.

Software developer Dunstan Thomas has launched a new product to meet an expected explosion in commercial property transactions sparked by new rules for SIPPs.

IFAs could be missing out on business opportunities because providers are putting customer relationship management projects on hold to focus on IT spending essential to meet new regulatory requirements, suggests new research.