Press Release

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 […]

  CEO Ben Goss, sets out how a combination of human advisers allied with technology, data, AI and targeted support can turn intent into action and close the advice gap New research shows one in two people feel they would use targeted support Dynamic Planner, the UK’s leading digital advice platform, today sets out its […]

  First in industry to pass ISO/IEC 42001:2023 AI Management Systems Further AI and data focused appointments made: Data Scientist, Head of Technical Innovation & Cyber Security, and Governance & Operations Partner Aligns with watershed moment where the transformative power of AI and data is shaping investment and financial planning industry Dynamic Planner, the UK’s […]

Dynamic Planner, the UK’s leading digital advice platform, has added Timeline’s Classic and Tracker model portfolios to its range of over 1000 risk profiled model portfolio solutions. As one of the fastest growing DFMs, Timeline joins over 150 investment managers and 1800 investment solutions on Dynamic Planner. These are the first Timeline portfolios to be […]

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 […]