Press Release

Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles. Distribution Technology has reviewed and profiled the 11 portfolios offered by ALPHA: r² within the risk profiles used on Dynamic Planner, assigning a […]

Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had previously been Managing Director of AXA Wealth’s Self Investor business, as well as a senior member of the IFA business. He will oversee Dynamic Planner’s Client Success and Business Development teams and wider strategic development. Dynamic Planner CEO Ben Goss […]

Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this newly created role, Chris will take on overall responsibility for Dynamic Planner’s proposition to advisers and asset managers. Chris joins from Intrinsic, one of the UK’s largest networks of financial advisers, where he worked for more than six years. Chris […]

Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close the savings gap in retirement. Vitality has launched its Risk Optimiser fund range, five multi-asset risk-targeted funds benchmarked against Dynamic Planner’s Risk Target Managed (RTM) service and volatility boundaries 3-7. The passive range is index-tracking and also in partnership with […]

Under the deal, Shropshire-based Pi Financial will make Dynamic Planner available to its family of 100-plus financial advisers and nearly 150-strong back-office colleagues. Dynamic Planner was selected following a rigorous assessment of the market because of its robust and intuitive investment process, trusted by more independent financial advisers than any other in the UK. Pi […]