Behavioural Finance
Study shows where advice can help elevate women’s financial wellbeing
Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal insightful and actionable findings ahead of International Women’s Day. With research consistently showing that women, on average, have less exposure to financial education and investing opportunities, a self-reinforcing cycle can be […]
What eye tracking tells us about presenting past performance to clients
by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]
Dynamic Planner relaunches Content Hub
Dynamic Planner, the UK’s leading digital advice platform, has relaunched Content Hub, which is free to use and available on its website. Financial planning professionals now have a revitalised range of articles, data, analysis and insight at their fingertips – all designed with clients in mind, to ensure compliance and support an engaging and informative […]
How can psychology apply to financial planning?
Hear from Dr Louis Williams, Dynamic Planner’s Head of Psychology and Behavioural Insights, in candid ‘Conversation With’ Kim Dondo, of the Money Marketing Podcast. Louis talks about life before Dynamic Planner; how psychology impacts financial planning decisions, big and small, we all make; biases which creep into our decision-making process; and how weather and cash […]
Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner, the UK’s leading risk-based wealth planning and financial advice system, is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to enable advisers to identify vulnerability characteristics in line with Consumer Duty. Its development and creation has been led by Dynamic Planner’s Head of Psychology and Behavioural […]
How a better understanding of yourself could help tackle inflation fears and improve finances
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 […]
No investor is an island
If you lived and worked on an isolated island community, and you were able to source everything you needed from your fellow islanders, retirement would be a relatively simple thing to plan.
Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards
Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one of the eight Knowledge Transfer Partnership (KTP) Awards’ Future Leader for 2021 Winners. Louis has worked with Dynamic Planner for two years, spearheading a cutting-edge behavioural science and investment initiative with Henley Business School, an alliance formed via the Government-backed […]
How does our new sustainable investing questionnaire work?
By Louis Williams, Head of Psychology & Behavioural Insights Advice firms aim to optimise their clients’ investment returns. But the potential impact sustainable investing can have can be misjudged, alongside the importance clients place on returns and their sustainability preferences. As sustainable investing, as a subject, considers managing risk, doing well by doing good, reduced […]
Dynamic planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7th May to all advice firms and clients using Dynamic Planner, the ESG investing questionnaire provides a simple, yet academically robust solution to the challenges advisers face when talking to their clients about environmental, social and governance (ESG) factors and […]