Opinion
Q&A: How is one advice firm managing the impact of Covid-19 and self-isolation?
The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect of our lives in the UK in recent days and weeks. Early last week, huge numbers of us began working from home indefinitely, against the broader backdrop of being increasingly told to avoid trips outside and contact with others. The […]
The time for calm is when the urge to panic hits its peak. Why we’re calm, despite market volatility
When you see empty shelves in the supermarkets and people panic buying on TV, you can’t stop feeling that you are going to miss out – even though all the experts tell you that you won’t. In much the same way with investment portfolios and despite the fact that we knew that we were taking […]
‘What keeps a fund manager awake at night?’ – 6 Chief Investment Officers debate 7 key issues impacting global markets today
The Chief Investment Officer Panel – where leading UK fund managers debate the big issues of the day – is always a real draw at Dynamic Planner’s Annual Conference. This year was certainly no different. On 5 February, fittingly amidst the history and heritage of the IET in London, six CIO’s, or their equivalents, gathered […]
“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”
Annual suitability reviews for clients are today being delivered by advice firms against a backdrop of greater fee transparency and more volatile markets than was typical in the long bull run following the global financial crisis. As a result, firms have come under pressure to deliver reviews – very often representing their core income – […]
The importance of fact finds: Go beyond the client’s words, urges the FCA’s Debbie Gupta
The FCA’s Debbie Gupta delivered an impassioned and heartfelt keynote at the climax of Dynamic Planner’s 2020 Annual Conference, at the IET in London. The industry regulator’s Director of Life Insurance and Financial Advice Supervision presented to delegates for approximately 20 minutes before opening things up and taking questions from the audience. Debbie was relaxed […]
How can industry react to rising tide of interest in sustainable investments?
By Jim Henning, Head of Investment Services As we started 2020, it wasn’t long before further disturbing news about climate change grabbed the headlines – the wildfires raging in Australia; the last 10 years in the UK being the second hottest in the past 100 years; and Mark Carney’s – the outgoing Governor of the […]
CEO Ben Goss: What does 2020 hold in store for the advice industry?
In this blog our CEO Ben Goss outlines below what he believes will be the most transformative issues facing the advice industry in 2020. 1. Sustainability becomes part of the suitability conversation Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment pools in […]
10 good things: What happened in the industry in 2019 – and what will happen in 2020?
‘What is one good thing which happened in financial services and markets in 2019? And what are you most looking forward to happening in 2020?’ We put the questions to experts on our Asset & Risk Modelling team and also our CEO, for their personal thoughts In my opinion, the best thing to happen […]
Four key mechanics of Fund Risk Profiling
Speculate to accumulate – very nearly all of us must do it with our pensions and investments
Chris Jones PFS Q&A: Making complex things simple
Dynamic Planner Proposition Director Chris Jones talks about client understanding