Glenn Bryant

Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this newly created role, Chris will take on overall responsibility for Dynamic Planner’s proposition to advisers and asset managers. Chris joins from Intrinsic, one of the UK’s largest networks of financial advisers, where he worked for more than six years. Chris […]

Rather than commission just another corporate mug or notebook for June’s Conference, we decided to donate the £1,000 budget we had set aside to Trees for Life, a charity we’ve already closely supported since November 2016.

Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close the savings gap in retirement. Vitality has launched its Risk Optimiser fund range, five multi-asset risk-targeted funds benchmarked against Dynamic Planner’s Risk Target Managed (RTM) service and volatility boundaries 3-7. The passive range is index-tracking and also in partnership with […]

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice mean the provision of quality advice is increasingly challenged. The three founders of DT – Ben Goss, Adrian Hall and Patrick FitzGerald – […]

A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain Times’ (19 April) was well attended, with plenty of interesting debate and questions from the audience. The main spotlight was on how risk targeting works and why there is increasing traction in the retail market for outcome-orientated solutions. Also, a […]

Under the deal, Shropshire-based Pi Financial will make Dynamic Planner available to its family of 100-plus financial advisers and nearly 150-strong back-office colleagues. Dynamic Planner was selected following a rigorous assessment of the market because of its robust and intuitive investment process, trusted by more independent financial advisers than any other in the UK. Pi […]

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to ensure ongoing suitability was high on the agenda. In a poll of delegates, 42% said they spent half a day or more preparing for a client’s annual investment review. It’s probably true to say that most firms were still assessing […]

The Markets in Financial Instruments Directive (MIFID) is the framework of the European Union (EU) legislation which regulates, among others, financial advisers providing investment and pensions advice in the UK. Since 3 January 2018, MIFID II has been in force, with the FCA having updated its regulatory handbooks in line with the new directive. Below […]

This year’s Dynamic Planner Annual Conference climaxed with a Question Time-style panel debate involving keynote speakers Alastair Campbell, Nic Coward and Ben Goss. Conference host Simon Jack chaired the panel and invited questions from delegates in the audience. With such enormous and broad business and life experience on the panel, what ensued in the following […]

Schroders has partnered with Dynamic Planner, the UK’s leading digital financial planning and advice platform, to launch five risk-targeted funds. The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use Dynamic Planner to risk profile their clients to select investment solutions that are suitable for their clients’ requirements. The funds target Dynamic […]