Case Study: Alliance Trust achieves rapid pension illustrations for advisers with Dunstan Thomas' Imago Illustrations platform

Alliance Trust - Customer Case Study

Alliance Trust has selected the Imago Illustrations platform from Dunstan Thomas to deliver a Pension Illustration Service for advisers operating in the rapidly expanding SIPP and drawdown market. Facing growing demand for clear, timely pension illustrations, Alliance Trust needed a secure, easy-to-use tool integrated into its adviser extranet to help advisers provide better information and advice to clients.

Dunstan Thomas implemented Imago Illustrations through the adviser section of the Alliance Trust website, offering a web-based, SOA-enabled solution that supports XML messaging and straight-through processing. The result is a flexible, efficient illustrations tool that handles complex pension scenarios and has reduced the time advisers and brokers spend producing illustrations to "a matter of minutes," significantly improving turnaround and service quality.

Alliance Trust

Ian Dawson

Alliance Trust