Press Release

Dynamic Planner, the UK’s leading AI-powered digital advice platform, has found that the number of advice professionals already using AI has risen significantly by 46% since 2025, with 2 in 5 (41%) now using it. Most striking, is that the ‘do not plan to use’ group no longer exists and 1 in 7 (14%) are […]

  Financial happiness fell following US-Israel-Iran conflict in March 2026, yet both investment performance and financial happiness rebounded strongly within weeks Speed of recovery suggests investors developing greater resilience to geopolitical shocks, with financial happiness now back above pre-Iran conflict levels Index tracks prior months’ S&P 500 performance with striking consistency The latest findings from […]

  Dynamic Planner, the UK’s leading AI-powered digital advice platform, has made three senior appointments to accelerate its next phase of AI-led growth. Rory McLaren joins as Chief Technology Officer, a highly respected technologist with deep institutional experience in artificial intelligence and regulated financial services. Rory holds a First-Class degree in Computer Science with an […]

  Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal insightful and actionable findings ahead of International Women’s Day. With research consistently showing that women, on average, have less exposure to financial education and investing opportunities, a self-reinforcing cycle can be […]

Today at its annual conference entitled ‘Unlocking Trusted Advice’ Dynamic Planner set out its vision for closing the advice gap within firms and by extension across the UK. Dynamic Planner announced a series of powerful AI, engagement and data upgrades to its digital advice platform all focused on freeing advisers to spend their time building […]

Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk valuation service. The integration with Dynamic Planner also builds on Standard Life’s direct valuation service for advisers. The new service gives Dynamic Planner customers broader and more regular valuation coverage for their firms and end clients. The current […]

  Ben Goss, CEO of Dynamic Planner, the UK’s leading digital advice platform has shared five predictions for 2026 – a year in which he believes free-flowing data, trusted AI and mobile adoption will drive a generational shift in access to financial advice and support: Systems connect and open up: The Data Act 2025 provides […]

Dynamic Planner, the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk profiled investment universe. The Isio MPS range was launched in April 2025 and provides access to co-created funds, founder share classes and alternative assets not typically found in MPS portfolios. At the heart of the approach, […]

  Dynamic Planner publishes consumer study into targeted support in conjunction with humans & money Younger people with medium risk levels and lower levels of wealth are most likely to use targeted support The main barrier currently stopping 1 in 3 people accessing financial advice is cost Dynamic Planner, the UK’s leading digital advice platform, […]

  AI boom or speculative bubble? Does the US still rule the world? Do government debt levels pose issues ahead? Dynamic Planner, the UK’s leading digital advice platform has shared key discussion points from a joint investment outlook between Royal London Asset Management’s (RLAM) Trevor Greetham, Head of Multi Asset and Abhi Chatterjee, Chief Investment […]