Opinion
6 ways financial planning technology has helped advice firms this year
We have all been grateful for a little help at some point this year. Whether it has been an understanding boss, or a driver delivering your weekly food shop – it has been very welcome. We have also been happy to help others and it has felt good to give back, even in only a […]
Technology key to enabling advisers to understand changing client priorities in 2020
The pandemic this year has impacted different sections of society in different ways. An example: research by Legal & General highlighted that 1.5m people could now delay retirement because of Covid-19 and its financial impacts. This year’s subsequent lockdown, demanding people spend extended time at home than they might otherwise, has further caused many to […]
Human compassion the key to client communication, whether virtual or face-to-face
By Louis Williams, Dynamic Planner Head of Psychology and Behavioural Insights This year’s coronavirus crisis has impacted the adviser-client relationship in such a way that online communication is now essential. Advice firms face the question of whether this mushrooming trend will impact the levels of trust their clients have in the advice they receive long-term […]
Dynamic Planner analysis: Is inflation finally on economic cards as lockdown slowly lifts?
[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]As we try and shed our feelings of embattlement, with lockdown finally easing across most of the UK, the macro environment is […]
The risk of riding too high: The fall of Icarus
During this life in lockdown, I have found myself doing a lot of things I always thought of but didn’t get to until now – writes Andrew Morris, Product Specialist at Canada Life Investments. Recently, for example, I listened to Stephen Fry’s books, Mythos and Heroes, on audible whilst attempting to do yet another amateur […]
Intergenerational planning and investing in a sustainable future
£1trillion of assets is set to pass between generations over the next nine years¹ – but, according to research, 70% of family wealth is lost by the end of the second generation and up to 90% by the end of the third². The main contributor to this is a lack of communication between families – writes […]
ESG investing: 3 keys to manage rising risk in clients’ portfolios
Global appetite for environmental, social and governance concerns continues, of course, to grow – arguably exponentially. Governments and courts worldwide too are taking affirmative action. In February 2020, here in the UK, the Court of Appeal ruled that plans for a third runway at Heathrow Airport were illegal, because they ran contrary to the government’s […]
Survey: Does financial advice have a positive impact at a time of crisis?
If you have ever experienced real panic, brought on without warning, it is extremely unpleasant, to say the very least. A suddenly increased heart rate. A horrible hot flush. You may quickly feel cold and begin to shake. In all, it is disorienting and difficult to focus. How do you react in that moment, under […]
A client’s eye view of Dynamic Planner: Two investors share their experience
It is typical on the Dynamic Planner website to read testimonials from advice firms, about their experience of adopting and using the system. But how do the clients of those same advice firms – people with their pensions and investments at stake – find it? What is their experience? Increasingly late last year, the industry […]
Sharp focus on retirement income as bigger Covid-19 picture develops
Advising clients on income in retirement suddenly became even more challenging this year. The coronavirus has influenced not simply the way clients of financial advice firms think about their money, but also their short and long-term health too. It has been a time for advisers to closely support their clients and ensure they fully understand […]