Ben Goss

  Ben Goss, CEO of Dynamic Planner, the UK’s leading digital advice platform has shared five predictions for 2026 – a year in which he believes free-flowing data, trusted AI and mobile adoption will drive a generational shift in access to financial advice and support: Systems connect and open up: The Data Act 2025 provides […]

  CEO Ben Goss, sets out how a combination of human advisers allied with technology, data, AI and targeted support can turn intent into action and close the advice gap New research shows one in two people feel they would use targeted support Dynamic Planner, the UK’s leading digital advice platform, today sets out its […]

  First in industry to pass ISO/IEC 42001:2023 AI Management Systems Further AI and data focused appointments made: Data Scientist, Head of Technical Innovation & Cyber Security, and Governance & Operations Partner Aligns with watershed moment where the transformative power of AI and data is shaping investment and financial planning industry Dynamic Planner, the UK’s […]

In a profession often shaped by constant change – regulatory, economic and technological – it’s more important than ever to understand how advice firms are responding, to inform the wider industry and help to create a picture for the future. That’s why we’ve launched Advice 2025: a new annual health check for the UK advice […]

Integration of AI into Dynamic Planner’s platform targeted to take annual review report production from 5 minutes to sub 5 seconds AI Charter published to set out how AI will be applied safely within Dynamic Planner Launch of Dynamic Planner Insights delivers actionable intelligence for firms including on their ongoing servicing Holistic, engaging fact find […]

St. James’s Place (SJP), the UK’s largest wealth manager, has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, […]

Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the power of technology as regulation redraws the map. Key themes expected to play out over the course of 2025 are: Regulation reshapes the market: In the wake of Consumer Duty, some financial planning […]

Dynamic Planner, the UK’s leading digital advice platform, has appointed Rowan Whittington as Growth Director for Tram, marking a significant step in its mission to revolutionise digital engagement in the UK advice market. Tram is the UK’s first white labelled app for advisers, allowing them to transform client engagement at scale. Rowan joins Dynamic Planner […]

CEO Ben Goss, believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.

Speaking virtually to 1000 financial services professionals from across the UK at its 9th Annual Conference this morning, Dynamic Planner’s CEO Ben Goss praised the transformation of the financial planning profession over the last 12 months and claimed that advisers and clients who more fully embrace technology will better weather the challenges to come. He […]