Dynamic Planner
Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
Dynamic Planner, the UK’s leading digital financial planning and advice platform, has analysed the data* of almost 17,500 advised investors views on the importance of sustainability. As COP 28 gets underway, Dynamic Planner has found that while investing sustainably remains an important factor, as willingness to take risk increases the importance of sustainability reduces. The […]
Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the […]
Update from the Dynamic Planner Investment Committee – Q4 2023
The Dynamic Planner Investment Committee met on 23 October and reflected on the implications of the global stagflation environment, with negative earnings growth, persistently high inflation and Central Banks unlikely to pivot to significantly cutting interest rates anytime soon, for fear of inflation spiralling out of control again. Many developed economies, particularly in the case […]
The Consumer Duty – ‘The end of the beginning’
Nearly three months after the 31 July deadline, the Consumer Duty continues to make headlines. Industry commentators talk of ongoing ambiguity, and subsequent inconsistent implementation of the far-reaching regulation. As that dust continues to settle all around financial services, Chris Jones, Dynamic Planner’s Proposition Director, joined a first Consumer Duty Champions Forum webinar to answer […]
How can psychology apply to financial planning?
Hear from Dr Louis Williams, Dynamic Planner’s Head of Psychology and Behavioural Insights, in candid ‘Conversation With’ Kim Dondo, of the Money Marketing Podcast. Louis talks about life before Dynamic Planner; how psychology impacts financial planning decisions, big and small, we all make; biases which creep into our decision-making process; and how weather and cash […]
Dynamic Planner announces integration with CURO from Time4Advice
Dynamic Planner, the UK’s leading risk based financial planning system, has announced a new integration with CURO from Time4Advice. Advisers using the integration will be able to move clients’ data and reports between CURO and Dynamic Planner efficiently and securely. Once in Dynamic Planner’s single system, all client information and valuation data will automatically pull […]
Scottish Widows Platform now live in Dynamic Planner
The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]
News from the Dynamic Planner Investment Committee – Sept 2023
Dynamic Planner’s Investment Committee (IC) met on Monday 24 July with the main task of reviewing the inputs and outcomes from the optimisation process for setting the 2023/24 strategic benchmark asset allocations. The IC discussed the anticipation of a ‘return to normal’ for financial markets as yield curves should normalize to an upward slope given […]
Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
Dynamic Planner, the UK’s leading risk based financial planning system, has partnered with M&G Wealth to launch bulk valuation integration. The partnership underlines Dynamic Planner’s commitment to expanding its ecosystem of integrated partners so that advice firms can enjoy the full benefits of integration, and at a critical point, when everything is about to be […]
Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner, the UK’s leading risk-based wealth planning and financial advice system, is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to enable advisers to identify vulnerability characteristics in line with Consumer Duty. Its development and creation has been led by Dynamic Planner’s Head of Psychology and Behavioural […]