Press Release

Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect professionals across the investment and advice industry with the issues that matter. Hosted by Cherry Reynard, a financial journalist with over twenty years of experience, Connected will feature expert insights and thought-provoking conversations. […]

Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn of client holdings, while the number of client reviews taking place since August 2023 has increased by 69%. Analysis of Dynamic Planner data which covers over 40% of the UK advice […]

Advice 2025, a new independent survey from Dynamic Planner, the UK’s leading digital advice platform, has found that ahead of the Advice Guidance Boundary final policy proposals, 1 in 2 firms are reviewing their client bases for potential segmentation. While advice firms have worked hard to embed the requirements of Consumer Duty in their processes, […]

In a profession often shaped by constant change – regulatory, economic and technological – it’s more important than ever to understand how advice firms are responding, to inform the wider industry and help to create a picture for the future. That’s why we’ve launched Advice 2025: a new annual health check for the UK advice […]

Dynamic Planner, the UK’s leading digital advice platform, has relaunched Content Hub, which is free to use and available on its website. Financial planning professionals now have a revitalised range of articles, data, analysis and insight at their fingertips – all designed with clients in mind, to ensure compliance and support an engaging and informative […]

Dynamic Planner, the UK’s leading digital advice platform, is now risk rating Aubrey Citadel Fund. Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795 million of client assets across long only growth equity strategies and a diversified, macro-driven strategy. The […]

Integration of AI into Dynamic Planner’s platform targeted to take annual review report production from 5 minutes to sub 5 seconds AI Charter published to set out how AI will be applied safely within Dynamic Planner Launch of Dynamic Planner Insights delivers actionable intelligence for firms including on their ongoing servicing Holistic, engaging fact find […]

St. James’s Place (SJP), the UK’s largest wealth manager, has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, […]

Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform. The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and […]

Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of Financial Personality Insights. This equips advisers with a deeper understanding of their client behaviours, thoughts and emotions around financial risk, unlocking more levels of personalised financial advice than ever before. Developed by Dr […]