Case Study: Hargreave Hale achieves cost-effective, future-proof SIPP administration and increased client retention with Dunstan Thomas (Imago)

Hargreave Hale - Outsource Imago Front and Back Office Services

Hargreave Hale, a London and Blackpool based stockbroker and investment manager, entered the SIPP market in 2008 to meet client demand but faced typical new-entrant challenges: administering complex SIPPs cost-effectively, de-risking operations, keeping up with regulatory changes, and integrating with existing investment systems. To solve this they engaged Dunstan Thomas to provide a SIPP administration service built on the Imago SIPP administration platform.

Dunstan Thomas implemented Imago with a web portal integration to Hargreave Hale’s Investmaster system, handling front- and back-office processes (new business, transfers, bank files, payroll) and producing year‑end documentation and regulatory reporting. The Dunstan Thomas service delivered a cost-effective, flexible and future-proof SIPP offering that increased client retention and assets under management while keeping Hargreave Hale as the client- and FSA-facing party.

Hargreave Hale

Stuart Brookes

Director