Case Study: Benchmark launches a compliant SIPP rapidly with Dunstan Thomas Imago Administration

Benchmark launches Fusion Wealth SIPP in 9 months with Dunstan Thomas

Benchmark, a financial services firm providing technology solutions to advisers, faced challenges in offering a unified client experience across different pension providers post-Pension Freedoms. Inconsistencies in third-party SIPP administration and exposure to business risks led them to build their own pension company and on-platform SIPP. They chose vendor Dunstan Thomas and its Imago suite for its proven administration and illustration capabilities.

Dunstan Thomas implemented its Imago Administration and Imago Illustrations to power Benchmark's new Fusion Wealth SIPP. The solution provided robust controls for income drawdown, automated apportionment of contributions, and compliant reporting. This enabled Benchmark to launch its new SIPP to market within nine months, achieving a smoother, safer, and more customer-centric pension administration service that improved the overall user journey for advisers and their clients.

Benchmark