Press Release
Study shows where advice can help elevate women’s financial wellbeing
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 […]
Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale.
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 becomes first integration partner to go live with Standard Life bulk valuation service
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 […]
Technology unlocks trusted advice at scale in 2026
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 […]
Isio MPS portfolios now risk profiled on Dynamic Planner
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, […]
One in two people would use targeted support if available
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, […]
2026 Market Outlook: risks, opportunities and what comes next
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 […]
Dynamic Planner unveils 2028 vision for ‘unlocking trusted advice at scale’
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 […]
Dynamic Planner achieves industry first AI certification
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 adds Timeline Classic and Tracker model portfolio ranges
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 […]