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Keep up to date with latest news, analysis and financial planning opinion by subscribing to the Dynamic Planner blog. Hear opinion and analysis from senior Dynamic Planner team members, including CEO Ben Goss, Proposition Director Chris Jones and Product Manager Josh Knight. Read guest posts from leading asset managers, offering their unique view and insight on markets and the impact for investors – your clients. And we, of course, post regularly with news of latest Dynamic Planner enhancements and data analysis, alongside the thoughts of advice firms in our rich user community. We’d love to have you on board!

Read the Dynamic Planner Journal

Press Release  |  Service
November 4th 2025
Ben Goss

Dynamic Planner achieves industry first AI certification

  First in industry to pass ISO/IEC 42001:2023 AI Management Systems Further AI and data focused appointments made: Data Scientist, Head of Technical Innovation & Cyber Security, and Governance & Operations Partner Aligns with watershed moment where the transformative power of AI and data is shaping investment and financial planning industry Dynamic Planner, the UK’s […]
Funds  |  Risk Profiles
November 3rd 2025
Abhimanyu Chatterjee

Benchmark Asset Allocation: week ending 31 October 2025

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Funds  |  Risk Profiles
October 27th 2025
Abhimanyu Chatterjee

Benchmark Asset Allocation: week ending 24 October 2025

Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]