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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!

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Funds  |  Risk Profiles
October 6th 2025
Abhimanyu Chatterjee

Benchmark Asset Allocation: week ending 3 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
September 29th 2025
Abhimanyu Chatterjee

Benchmark Asset Allocation: week ending 26 September 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  |  Press Release
September 23rd 2025
Yasmina Siadatan

Dynamic Planner adds Timeline Classic and Tracker model portfolio ranges

Dynamic Planner, the UK’s leading digital advice platform, has added Timeline’s Classic and Tracker model portfolios to its range of over 1000 risk profiled model portfolio solutions. As one of the fastest growing DFMs, Timeline joins over 150 investment managers and 1800 investment solutions on Dynamic Planner. These are the first Timeline portfolios to be […]