Opinion

  At Dynamic Planner, International Women’s Day is more than a date in the calendar; it’s a chance to reflect on the impact and ethos of ‘Give to Gain,’ a campaign which ‘emphasises the power of reciprocity and support’ as it resonates with the women driving our organisation forward. This year, we shine a spotlight […]

  This International Women’s Day, we celebrate the women whose leadership continues to shape UK fintech and recognise a powerful truth: women have been building and influencing our financial system for more than 300 years. Long before formal titles or access to institutions existed, women were already financial advisers, investors and market participants. In fact, […]

  What advisers need to know The joint US-Israeli military campaign launched against Iran on 28 February 2026 represents one of the most consequential ruptures in Middle Eastern geopolitics since the 2003 invasion of Iraq. Remarkably, it is the second such assault in less than nine months: the June 2025 twelve-day war, which included American […]

  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 […]

For this year’s International Women’s Day we analysed the difference in men and women’s attitudes towards investing. The analysis is based on the data from our market leading suite of psychometric client profiling questionnaires, used by over 40% of advisers in the UK to support more than two million investors. This rich dataset allows us […]

Last year, FTRC undertook research with Opinium on behalf of Dynamic Planner with 4,000 members of the public.* We commissioned the survey to explore the opportunity for technology to narrow the advice gap, after Dame Harriett Baldwin, MP, gave a keynote at the 2024 Dynamic Planner Conference where she said: “Only the rich, the 8%, […]

By BNY Investments Retirement is often portrayed as a time of unambiguous pleasure – long holidays, time with family and friends, the pursuit of hobbies and interests. The reality is not always so benign. While retirees may relish escaping their more difficult colleagues or a tyrannical boss, retirement brings its own pressures. Retirement is ranked […]

By Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner Since September 2024, there has been a marked increase in yields in the Fixed Income markets. Within the UK and its popular press, the move in UK Gilts has featured prominently with lengthy discussions on the whys and therefore, but when placed in the global perspective, […]

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 […]

With 2024 the year of elections and approximately 25% of the global population exercising their right to vote, the potential outcomes and a combination of change and uncertainty are still evolving. As the dust settles, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner, the UK’s leading digital advice platform, has outlined what he expects to […]