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How does it work?

Our Online Pensions Illustration service is supplied and powered by Dunstan Thomas and allows financial advisers and their approved employees to produce pension illustrations which represent Alliance Trust Savings pension accounts.

You can set up new clients or pull through information already stored within the system for existing clients - all illustrations are stored so you can recall them and requote them whenever you like.

The illustrations allow you to enter:

  • All your clients personal details
  • Select the product you would like to illustrate
  • Enter protected and non-protected rights
  • Enter any transfer values from other providers
  • Select any lifetime allowance enhancements
  • Any Tax Free Cash entitlements
  • Any income requirements (if post retirement)
  • Plus lots more...

The illustrations will be fully compliant and branded Alliance Trust Savings, so they can be used with your clients when recommending our pension accounts to them.