News
Exciting New Vitality Proposition
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 […]
Dynamic Planner – A 15 Year History
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 – […]
Webinar – Risk Targeting in Uncertain Times
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 […]
Dynamic Planner Conference 2018 Review
Wednesday saw the most exciting event ever held by the award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise. Advisers and paraplanners from all over the UK […]
In Conversation with Alastair Campbell
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 […]
Dynamic Planner 2017 Highlights
2017 has been another fantastic year for the Dynamic Planner service. These are just some of the highlights. 440,000 Dynamic Planner broke all records this year – including the highest number of users, the highest number of end investors advised (440,000) in a year, the greatest use of the iPad/iPhone app and the highest […]
Dynamic Planner Partners with Schroders
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 […]
Women Close Risk Attitude Gap on Men
Women are more risk-averse than men, although the traditional gap between the sexes is shrinking, according to new research. Henley Business School has published the pioneering study, using data provided by award-winning digital financial planning and advice company Dynamic Planner, based in neighbouring Reading. Four members of Henley Business School’s faculty and staff exhaustively examined […]
Spotlight with BBC’s Fiona Bruce
Dynamic Planner CEO Ben Goss shone in a high-quality debate chaired by BBC journalist and news presenter Fiona Bruce at the Bankhall Annual Conference 2017. Ben was one of four speakers on the Technology Panel Debate alongside Paul Armson, CEO of Inspiring Advisers, Intelliflo Executive Chairman Nick Eatock and Peter Billington, Head of IT at […]
Autumn Budget 2017
The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But behind the key points and breaking headlines, what was included of note for the financial service sector? Here is the Dynamic Planner take on today’s speech. Mr Hammond made broadly positives noises about investment in technology but did not go […]