Press Release
Exciting New Vitality Proposition
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 […]
Pi Financial Selects Dynamic Planner In Five-Year Deal
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 […]