Opinion

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 […]

At the Dynamic Planner conference back in March this year, Dame Harriett Baldwin, MP, passionately highlighted to our audience the challenges we as ordinary consumers face in getting support to make choices with money: “Only the rich, the 8% of the population, can benefit from the healthy financial options. The remaining 92% are being left […]

By Steph Willcox, Head Actuary, Dynamic Planner The FCA is concerned about how firms prepare and use cash flow modelling. It has reviewed firms’ usage and provided guidance on how to improve the quality of cash flow modelling for clients. Dynamic Planner welcomes the review and is pleased to see the FCA-desired approach to cash […]

by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]