Dynamic Planner
Dynamic Planner launches groundbreaking cash flow planning
Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow planning possible for all clients 3 November 2020: Dynamic Planner is set to shake up the status quo of cash flow planning in the UK, with the launch of its brand-new Cash flow planning service. Launching on 3 November, Dynamic […]
Dynamic Planner announces digital autumn 2020 training academies
10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training Academies. Following the success of its Spring 2020 Training Academies, which were rapidly moved online in response to this year’s Covid-19 crisis and lockdown, these latest events will also be staged virtually. The first of the events will take place […]
Dynamic Planner expands fund risk profiling research to include first investment trust
Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the range of investment vehicles analysed by Dynamic Planner, the first trust to be risk profiled is the Seneca Global Income & Growth Trust plc, assigned a Dynamic Planner Risk Profile 7 (on a 1-10 scale). To date, Dynamic Planner risk […]
Human compassion the key to client communication, whether virtual or face-to-face
By Louis Williams, Dynamic Planner Head of Psychology and Behavioural Insights This year’s coronavirus crisis has impacted the adviser-client relationship in such a way that online communication is now essential. Advice firms face the question of whether this mushrooming trend will impact the levels of trust their clients have in the advice they receive long-term […]
Mind the gap between a client’s attitude to risk and their financial resilience following a loss
By Louis Williams, Head of Psychology and Behavioural Insights Why do previously risk tolerant people panic and sell when faced with a significant portfolio loss? Such paradoxical behaviour has damaged both the overarching financial planning and investment process and also the adviser-client relationship, which lies at the heart of the industry. How might we help […]
How Coronavirus is changing our views on immediate gratification
By Chris Jones, Proposition Director In a capitalist free-market society, I have a choice to use the fruits of my labour to buy things from a company or buy parts of a company. But, because I am human I rarely think about it and invariably spend more on buying things because I get immediate gratification. […]
2020 market shocks shine light on underlying dangers for clients in decumulation
When we think of investing, we think about building up and growing a lump sum. A technical term used for this is accumulation. However, an increasing number of clients are now at a time when they need to spend that money – and a technical term for this is decumulation. Many clients in decumulation are, […]
Client Review process designed precisely for volatile times like this
Our natural desire for human contact creates a logistical challenge clearly, at the moment. Obviously, we’re used to seeing people face-to-face and currently that’s simply not possible. I would urge you to look at Dynamic Planner’s Client Review process and report that we put together and released exactly for times like this. Within the report, […]
Valuations forgotten during period of panic – Latest Dynamic Planner market analysis and opinion
It is at times like this that you realise the importance of being able to buy things. There was a time in the past where it was easy to do so – but now that it’s suddenly more difficult, you wish you had stockpiled when you had the opportunity. We didn’t know that all of […]
The time for calm is when the urge to panic hits its peak. Why we’re calm, despite market volatility
When you see empty shelves in the supermarkets and people panic buying on TV, you can’t stop feeling that you are going to miss out – even though all the experts tell you that you won’t. In much the same way with investment portfolios and despite the fact that we knew that we were taking […]