Opinion
Sustainable investing – Why it’s important to read the label
By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we all know it’s important to read the clothing labels to avoid any unfortunate mishaps (as well as trying to reduce the water consumption and temperature levels). Similarly, when it comes to sustainable investing, the risk of ‘greenwashing’ has been a […]
What to do about inflation?
By Dynamic Planner Investment Committee [Aug 2022] Dynamic Planner’s Investment Services team and the independent members of the Investment Committee [IC] have been identifying the risks of rising inflation and interest rates for a considerable time, being actively discussed at the quarterly meetings and reflected in decisions taken. This quarter is no different. As the […]
Somebody else’s problem – Outsourcing and infrastructure
By Chris Jones, Proposition Director If I were governing an island nation and wanted to connect to the mainland, I would have a number of choices. Would I go bridge, or would I go tunnel? More importantly, would I pay for it from the public purse, or would I outsource for it to be built […]
No investor is an island
If you lived and worked on an isolated island community, and you were able to source everything you needed from your fellow islanders, retirement would be a relatively simple thing to plan.
‘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.