Emma Davenport

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]

Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]

The Investment Committee (IC) met on Monday 23 January and reflected on the downstream impact of the dramatic escalation in geopolitical risks, due to the Russian invasion of Ukraine, now almost 12 months ago, and the associated commodity price shocks. The macro environment is radically different to the optimistic one prevailing at the start of […]

12 January 2023: Dynamic Planner, the UK’s leading risk-based financial planning system has appointed Michael Whitfield as its new Chair following FPE’s investment last year. Michael’s career in financial services spans four decades working in a variety of roles focusing on people and creating the technology to best serve their needs. Michael founded Thomson Online […]

Fidelity Sustainable Multi Asset Fund range portfolio manager Caroline Shaw examines the outlook for the year ahead We expect central banks to have to tighten further if inflation remains sticky on the back of Russia’s invasion of Ukraine, and in the face of slowing growth prospects across most of the world. In these circumstances, we […]

The news from the Office of National Statistics (ONS) that inflation has eased slightly from its 41 year high at 11.1% to 10.7%, will provide a little hope but not quite enough to eradicate the worry that people feel for the immediate future and their financial position. For those already struggling to cope with the […]

By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we all know it’s important to read the clothing labels to avoid any unfortunate mishaps (as well as trying to reduce the water consumption and temperature levels). Similarly, when it comes to sustainable investing, the risk of ‘greenwashing’ has been a […]

Dynamic Planner’s Investment Committee (IC) met on 20 October, focusing on the unprecedented shockwaves suffered by UK assets and currency following the September mini-budget and in particular their impact on the lower risk benchmarks. In expectation of a return to some form of fiscal normality in the UK, the IC considered the wider global perspective. […]

By Sam Liddle, Church House Investment Management The current backdrop of rampant inflation, soaring energy prices driven by geopolitical tensions, and impending recession has provoked much talk of the parallels with the UK’s last big inflationary crisis in the 1970s. Back then, the retail price index peaked in 1975 at almost 27%, following chancellor Anthony […]

Thank you. To you, the UK financial planning professionals – the advisers, paraplanners and administrators, all forming a growing community of Dynamic Planner users and making it what it is today. A financial planning system adopted by thousands. Thank you to our asset management partners, who work so openly with us to make Dynamic Planner […]