Opinion
‘I am more than just a number’ – 3 people on life at Dynamic Planner
Dynamic Planner is today trusted by thousands of UK financial advisers, helping them engagingly match their clients with suitable investment portfolios. The award-winning software is constantly evolving to reflect latest regulation and how businesses in the profession work. What is it like helping make that happen, as members of Dynamic Planner’s growing Product, Development and […]
Joining Dynamic Planner during Covid: The Tester – ‘It’s exciting to contribute to advances happening’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Thomas Pegg’s dream of being a commercial […]
Joining Dynamic Planner during Covid: The Developer – ‘There’s a lot of effort to bring people together remotely’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Max Bowser began his career in financial […]
Joining Dynamic Planner during Covid: The Product Owner – ‘You can really shape where the company is going’
The team at Dynamic Planner have grown rapidly during Covid, meaning many members began roles in varying levels of lockdown in the UK. However, the award-winning firm’s commitment to remote and hybrid working has helped new starters hit the ground running in the field of financial planning technology. Amanda Thorpe is currently Product Owner for […]
30-year high inflation – Should I be worried?
It’s been difficult to catch up on the news lately without seeing headlines of inflation hitting 30-year highs. But are we heading back to the 1990s? What can be done? And does inflation even matter in financial planning, asks Steph Willcox, Head of Actuarial Implementation at Dynamic Planner? What is inflation? Inflation is the decline […]
Advisers who embrace hybrid will thrive in 2022, says Dynamic Planner CEO Ben Goss
CEO Ben Goss, believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.
Drive towards sustainable investing promises improved clarity for clients en route
Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate and confusion around the labelling of sustainable investing solutions.
Don’t let perfect be the enemy of good as big ESG picture becomes clear
Sustainability and its implications for risk and for the suitability of investment portfolios is now centre stage for all parties across financial services. Environmental, social and governance factors potentially having a negative effect on the value of investments are all in the spotlight. For example, the instances of workforce standards in a company’s supply chain […]
Sustainable investing – Why it’s good to talk to clients now
What is driving growth today in sustainable investing? How can advice firms demonstrate value to their clients here? And what is making some advisers wary of talking about sustainable investing or ESG? Naomi English, Head of ESG Product Strategy at global giant MSCI, delivered a timely keynote at the 2021 Dynamic Planner Conference, answering those […]
FCA investment pathways: A risk or an opportunity for advice firms?
On 1 February 2021, the FCA’s ‘investment pathways’ were introduced and while consequences are keenest, in this context, for non-advised investors, advice firms and their clients too are not unaffected. This regulatory development can be spun as a risk to firms potentially losing valuable new business. Or an opportunity for firms to separate themselves and […]