Events

Dynamic Planner supports the UK financial planning community with an annual programme of CPD events. All are welcome to attend, whether you use Dynamic Planner or not.

Whether you come along to a face-to-face or a virtual event, you will catch fantastic content discussed in a friendly, open forum. Collect unstructured CPD for the year. Receive a warm welcome in a comfortable setting and if you are joining in person, a good breakfast or lunch.

Prefer a list of upcoming Dynamic Planner events? View events calendar.

Our Events

Our Annual Conference

In today’s fast moving digital world, our 2025 conference is all about harnessing the power of data and insight to unlock new opportunities for you, your firm and your clients.

Our 2025 event was a great success, you can explore our key notes below:

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Training Academies

Each spring and autumn, Dynamic Planner’s Training Academies visit luxury venues up and down the UK. Compact, half-day events, with typically 20-30 delegates in the room, provide you and your colleagues with a relaxed and friendly forum for discussion, alongside a live demonstration of Dynamic Planner’s latest benefits.

Our Spring calendar has now concluded, the next events will commence in Autumn 2025.

Chatterjee’s Chatter

What’s really been happening in global stock markets in the last quarter? Stepping back from the headlines and news alerts, what does it mean for your clients’ portfolios? What’s the impact on your strategic asset allocation decisions? Each quarter join Abhi Chatterjee, our Chief Investment Strategist, for independent analysis you can trust.

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Solution Webinars

How do different investment solutions deliver good outcomes for your target markets of clients? Come with us behind the scenes and understand the solution risk badges you see in our software: Risk Profiled, Risk Target Managed, and Risk Managed Decumulation.

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“Very much enjoyed Simon Jack’s keynote and was useful to hear thoughts of CIO Panel. The exhibition stalls during breaks were very useful to visit. Great to meet various providers.”

2020 Annual Conference attendee

“The update on the progress being made by Dynamic Planner was fantastic. I thought it was a good line-up of presenters and they covered some very topical areas which I found of interest.”

2022 Annual Conference attendee

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