Glenn Bryant
Q&A: One adviser’s experience of the Covid-19 crisis
The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. From mid-March, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told by the government to avoid trips outside and contact with […]
Q&A: How is one advice firm managing the impact of Covid-19 and self-isolation?
The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. Early last week, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told to avoid trips outside and contact with others. The […]
Working from home? What 3 users say about Dynamic Planner’s customer support
Working remotely has, today, suddenly shifted from a nice-to-know option for many of us – to an essential choice we are nearly all having to make. But what about the technology and devices you are using? Do they work as smoothly outside the comfort of the office? If, for whatever reason, they don’t and you […]
‘What keeps a fund manager awake at night?’ – 6 Chief Investment Officers debate 7 key issues impacting global markets today
The Chief Investment Officer Panel – where leading UK fund managers debate the big issues of the day – is always a real draw at Dynamic Planner’s Annual Conference. This year was certainly no different. On 5 February, fittingly amidst the history and heritage of the IET in London, six CIO’s, or their equivalents, gathered […]
“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”
Annual suitability reviews for clients are today being delivered by advice firms against a backdrop of greater fee transparency and more volatile markets than was typical in the long bull run following the global financial crisis. As a result, firms have come under pressure to deliver reviews – very often representing their core income – […]
The importance of fact finds: Go beyond the client’s words, urges the FCA’s Debbie Gupta
The FCA’s Debbie Gupta delivered an impassioned and heartfelt keynote at the climax of Dynamic Planner’s 2020 Annual Conference, at the IET in London. The industry regulator’s Director of Life Insurance and Financial Advice Supervision presented to delegates for approximately 20 minutes before opening things up and taking questions from the audience. Debbie was relaxed […]
How can industry react to rising tide of interest in sustainable investments?
By Jim Henning, Head of Investment Services As we started 2020, it wasn’t long before further disturbing news about climate change grabbed the headlines – the wildfires raging in Australia; the last 10 years in the UK being the second hottest in the past 100 years; and Mark Carney’s – the outgoing Governor of the […]
Dynamic Planner grows fund offering with addition of FE Investments portfolios
FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios. Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s […]
10 good things: What happened in the industry in 2019 – and what will happen in 2020?
‘What is one good thing which happened in financial services and markets in 2019? And what are you most looking forward to happening in 2020?’ We put the questions to experts on our Asset & Risk Modelling team and also our CEO, for their personal thoughts In my opinion, the best thing to happen […]
You knocked me off my feet’ – The true value of great customer support
Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem. It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It […]