Opinion

Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate and confusion around the labelling of sustainable investing solutions.

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 […]

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 […]

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 […]

A schooling in psychology drives LOUIS WILLIAMS – Head of Psychology & Behavioural Insights at Dynamic Planner – to question what we know about your clients, people who invest. By learning more, he believes we can help them weather financial crises better in future We know, according to research, that someone’s emotional state can strongly […]

JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]

By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the financial planning industry. He says: “Nobody could have predicted the impact of COVID at the beginning of 2020, and the effect it has had – and is still having – on just about every area […]

[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] By Alistair MacDougall, Technical Manager, ATEB Consulting As a leading compliance consultancy and provider of Suitability, the widely used report writing […]

By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing our own retirement date. However, wider events, as we have witnessed in 2020, can quickly overtake the best laid plans, thus reminding us of the importance of cash flow planning. It has been widely reported this year that the Covid-19 […]