Dynamic Planner
How can we build clients’ resilience in volatile market times?
A schooling in psychology drives LOUIS WILLIAMS – Head of Psychology & Behavioural Insights at Dynamic Planner – to question what we know about your clients, people who invest. By learning more, he believes we can help them weather financial crises better in future We know, according to research, that someone’s emotional state can strongly […]
How can you best communicate recommendations to clients for advised portfolios?
By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]
Dynamic Planner unveils virtual annual conference 2021
Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual Conference, which is set to be delivered remotely, into the homes of attendees on Wednesday 10 March: 11am-4pm. Dynamic Planner’s previous eight conferences have centred on connection and community, and with these human needs now greater than ever and 2020 […]
Building a Centralised Retirement Proposition for your clients – What should you consider?
Dynamic Planner Proposition Director CHRIS JONES analyses key considerations when creating a Centralised Retirement Proposition for clients at your firm, reflecting on mistakes made during the 2008 financial crisis and concluding by pinpointing three ways to manage sequencing risk. In retirement planning, there is a moment when the client’s needs and objectives change and you […]
2021 will demand even more from advisers, but they will rise to the challenge
Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the financial planning industry. He says: “Nobody could have predicted the impact of COVID at the beginning of 2020, and the effect it has had – and is still having – on just about every area […]
Citywire Podcast – Stress testing a client’s portfolio: Is it style over substance?
At Dynamic Planner, we have partnered with Citywire, which includes New Model Adviser among its press titles, to produce a series of three, 30min podcasts focusing on cash flow planning and clients in decumulation. In episode one, Citywire host Ian Horne is joined by Nick Ryan, an adviser with Buckinghamshire firm Yellow Bear Financial Consultancy […]
Cash flow planning for your clients caught out by early ‘retirement’
By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing our own retirement date. However, wider events, as we have witnessed in 2020, can quickly overtake the best laid plans, thus reminding us of the importance of cash flow planning. It has been widely reported this year that the Covid-19 […]
Independent review of Dynamic Planner Cash Flow published
An independent review of Dynamic Planner’s new Cash flow planning service has been published. The Paraplanners Paraplanner Perspective: Dynamic Planner Cash Flow, is available now to download here. Colin Stewart, in-house at retirement planning expert at The Paraplanners, conducted the review independently with no input from Dynamic Planner other than an initial overview. Colin has […]
Cash flow planning – What are the pitfalls? And how do you overcome them?
Heather Richards – Head of Actuarial Insight at Dynamic Planner – looks closely at cash flow planning tools under a regulatory microscope.
Cash flow planning: How can you best use it today for your clients?
Dynamic Planner CEO Ben Goss explores the complexity of effectively planning for retirement in 2020. How has today’s landscape changed in only the last 10 years? What key ‘unknowns’ should you consider today for a client entering retirement? How does cash flow planning software help? How has ‘stress testing’ a client’s investment portfolio helped? What […]