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Dynamic Planner AI Charter

As part of our commitment to working hand-in-hand with advice firms, Dynamic Planner have developed a five-point charter for the application of AI within the platform to ensure safety.

With AI a fast moving, but still emerging technology, below we have set out how it will use the application of AI in a safe and secure manner. This charter covers 5 commitments: Data Security, Fairness, Transparency, Compliance, Responsible Use.

Data Security

We are committed to the highest standards of data security to ensure the protection and integrity of our clients’ data. Our policies include:

  • All client data stays in the UK within the trusted Microsoft (MS) Azure infrastructure.
  • We maintain a secure environment, comply with ISO 27001 and GDPR, and encrypt all client data to prevent unauthorised access
  • Our AI models are deployed and run in our own secure infrastructure

Fairness

We are committed to developing AI systems that are robust, and fair. Our use of AI models:

  • Is designed to be clear and interpretable.
  • Is continuously refined to mitigate bias and implement appropriate human oversight.
  • Maintains a clear audit trail for accountability and trust.

Transparency

We believe that transparency is essential to building trust in AI. Our commitment to transparency includes:

  • Clearly signposting where AI is being used.
  • Providing users with the choice to use AI or opt out of it.
  • Ensuring that AI-driven decisions are clear and accessible.

Compliance

We adhere to all relevant regulatory requirements and industry standards, ensuring our AI solutions meet or exceed compliance expectations. Specifically:

  • Our AI solutions align with the guidelines set by the Financial Conduct Authority (FCA) and other relevant regulatory bodies.
  • Compliance measures are regularly reviewed and updated to stay ahead of regulatory changes.

Responsible Use of AI

We are committed to the responsible development and deployment of AI, considering its broader impact on society and the environment. Our approach includes:

  • Assessing the energy intensity of AI models and making informed decisions about their usage.
  • Ensuring that AI applications contribute positively to our clients and society.
  • Avoiding the deployment of AI in areas where it could cause harm or unethical outcomes.