News

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 […]

Dynamic Planner Investment Committee – Update Q2 2023

The Dynamic Planner Investment Committee met on Thursday 27 April and reflected on the wider financial sector frailties following the fall-out of the Silicon Valley and First Republic Bank collapses in the US. In Europe, the dramatic loss of confidence in Credit Suisse led to a deposit run-off at digitally enabled speed and a wipe-out of its statutory capital […]

Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery

Dynamic Planner has added to its range of Consumer Duty support to help advice firms take control of implementation. Advisers can now download a free guide which puts technology and Dynamic Planner at the heart of taking on all of the challenges thrown up by the imminent deadline for open products and services. Dynamic Planner […]

Dynamic Planner scoops ‘Best Technology Provider’ at Professional Adviser Awards

Dynamic Planner has been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award assessed how providers had demonstrated innovation in the last 12 months while putting their adviser clients front-of-mind throughout. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “This week has marked Dynamic Planner’s 20th Anniversary, and to be […]

Women in financial advice lead the way, as the world marks International Women’s Day

In support of International Women’s Day, Dynamic Planner, the UK’s leading risk based financial planning system, has conducted further analysis of findings from its Spotlight Report to paint a picture of women today in the advice industry. Age Breakdown of Respondents of Spotlight Report While the number of men increases with age it is the […]

News from the Dynamic Planner Investment Committee – End Jan 2023

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 […]

Dynamic Planner’s Goss: era of product sales over as industry embraces personal financial planning

Speaking at its 11th Annual Conference in the year which sees Dynamic Planner, the UK’s leading risk based financial planning system, mark its 20th anniversary, CEO Ben Goss said: “We founded Dynamic Planner almost 20 years ago today, and I am as excited now as I have ever been about the prospects for this industry […]

Dynamic Planner relaunches website

Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring how its one system technology works, the revitalised website now follows the ‘advise, research, tailor’ adviser and client journey within Dynamic Planner. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “The […]

Dynamic Planner enters into long-term partnership with Quilter Financial Planning

17 January 2023: Dynamic Planner, the UK’s leading financial planning system and Quilter Financial Planning, a leading financial advice network, have entered into a long-term partnership agreement which will see Dynamic Planner provided to advisers within the Quilter group. Quilter advisers will be able to fully access everything in Dynamic Planner’s one system including: industry […]

Dynamic Planner appoints Michael Whitfield as Chair

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 […]