Case Study: Saltus Investment Management achieves compliant, customisable pensions illustrations with Dunstan Thomas Imago Illustrations

Saltus Investment Management automates pensions illustrations with Dunstan Thomas for £4bn AUM

Saltus Investment Management, a financial planning and investment management firm, required a scalable and compliant solution to automate pensions illustrations for its rapidly growing Self-Invested Personal Pension (SIPP) book. They partnered with vendor Dunstan Thomas to implement its Imago Illustrations service to gain more control over the customization and presentation of their white-labelled SIPP documentation.

The solution from Dunstan Thomas provided Saltus with a fully compliant and highly automatable system for generating high volumes of pension illustrations and review documents. This supported Saltus's own platform-as-a-service for IFA partners by ensuring the technology could scale effectively, a key requirement as they onboarded more advisory firms. The implementation met all regulatory requirements while offering the flexibility Saltus needed.

Saltus Investment Management