Service

JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk and volatility and the starkly different impacts they can have on a client’s portfolio in accumulation, as opposed to decumulation. Here, Jim contrasts the conflicting experiences of pound cost averaging and pound cost ravaging and what they mean for your […]

By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]

Welcome to the latest ‘Dynamic Planner Updates’. It has been an exciting time after the launch of our new cash flow planning in early November – with lots of great new enhancements to tell you about. First, a new ‘Fund search’ has gone live for all users in Dynamic Planner – login now and take […]

An independent review of Dynamic Planner’s new Cash flow planning service has been published. The Paraplanners Paraplanner Perspective: Dynamic Planner Cash Flow, is available now to download here. Colin Stewart, in-house at retirement planning expert at The Paraplanners, conducted the review independently with no input from Dynamic Planner other than an initial overview. Colin has […]

Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner, while work has continued on our new Cash Flow forecaster. Below is a quick recap of some of the recent changes we’ve made: More room for ‘Client objectives’ – A small, but important tweak. We’ve increased the size of the […]

By Product Manager Josh Knight When we first released the review process last summer, we spent a lot of time thinking (and testing) how to ensure it was easy to use. Hopefully, you can tell. We know from talking to users though that there are always times when a little help and gentle pointing in […]

By Product Manager Josh Knight It is hard to believe that this month already marks a year since we first made Dynamic Planner’s Client Review process available. ‘Elements’ is our rolling, two-year programme of major updates and enhancements to Dynamic Planner, focused on providing you with a sleek and modern set of business processes that […]

This year and particularly since mid-March, the whole financial services industry and indeed world has changed in ways few of us could have imagined. The provision of financial advice has always been a very sociable and personal service. Many times in discussions with Dynamic Planner users over the years, I have been told that firms’ […]

When we think of investing, we think about building up and growing a lump sum. A technical term used for this is accumulation. However, an increasing number of clients are now at a time when they need to spend that money – and a technical term for this is decumulation. Many clients in decumulation are, […]

Working remotely has, today, suddenly shifted from a nice-to-know option for many of us – to an essential choice we are nearly all having to make. But what about the technology and devices you are using? Do they work as smoothly outside the comfort of the office? If, for whatever reason, they don’t and you […]