Trees For Life donation from Dynamic Planner

Giving back – with Trees for Life

Rather than commission just another corporate mug or notebook for June’s Conference, we decided to donate the £1,000 budget we had set aside to Trees for Life, a charity we’ve already closely supported since November 2016.

Vitalityinvest partner with Dynamic Planner

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 […]

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Dynamic Planner Update – May 2018

Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be […]

Dynamic Planner 15 Years Fireworks

Dynamic Planner – A 15 Year History

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice mean the provision of quality advice is increasingly challenged. The three founders of DT – Ben Goss, Adrian Hall and Patrick FitzGerald – […]

Risk Targeting Uncertain Times displayed as chess pieces

Webinar – Risk Targeting in Uncertain Times

A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain Times’ (19 April) was well attended, with plenty of interesting debate and questions from the audience. The main spotlight was on how risk targeting works and why there is increasing traction in the retail market for outcome-orientated solutions. Also, a […]

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Dynamic Planner Update – April 2018

The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year. Budget updates, each year we update Dynamic Planners forecasts and analysis to take account of changes for the new financial year. This means, for example, that the lifetime […]

Dynamic Planner Press and Media

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 […]

Buisness woman holding a pen whilst doing financial suitability check

Suitability Doesn’t Get Lost In Translation

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to ensure ongoing suitability was high on the agenda. In a poll of delegates, 42% said they spent half a day or more preparing for a client’s annual investment review. It’s probably true to say that most firms were still assessing […]

Mifid II Requirements

Help You Meet MIFID II Requirements

The Markets in Financial Instruments Directive (MIFID) is the framework of the European Union (EU) legislation which regulates, among others, financial advisers providing investment and pensions advice in the UK. Since 3 January 2018, MIFID II has been in force, with the FCA having updated its regulatory handbooks in line with the new directive. Below […]

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Dynamic Planner Update – March 2018

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements. We have updated the forecast to show the client the effect of not investing their money. The ‘Not invested’ column helps clients visualise the impact that inflation would have on their portfolio over 20 years. We include […]

Balanced Investors displayed as stones

3 Questions to Ask About ‘Balanced’ Investors

In the dark days pre-RDR, firms might ask whether a client was high, medium or low risk. If they gave the middle answer, the client would be prescribed a ‘balanced’ fund made up of a mix of asset types: cash, bonds, equities, and property. As with any population, most people fall in the middle of […]

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Dynamic Planner Update – February 2018

Fresh off the back of our 6th Dynamic Planner Annual Conference, we have released the February changes to Dynamic Planner. This release sees some important changes to Dynamic Planner’s risk profiling process, along with more improvements to our reports. Risk Profiling enhancements We have made a number of improvements to the risk profiling process. Firstly, […]

Dynamic Planner Annual Conference 2018

Dynamic Planner Conference 2018 Review

Wednesday saw the most exciting event ever held by the award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise. Advisers and paraplanners from all over the UK […]

Annual Conference – In Conversation with Alastair Campbell, Nic Coward and Ben Goss

In Conversation with Alastair Campbell

This year’s Dynamic Planner Annual Conference climaxed with a Question Time-style panel debate involving keynote speakers Alastair Campbell, Nic Coward and Ben Goss. Conference host Simon Jack chaired the panel and invited questions from delegates in the audience. With such enormous and broad business and life experience on the panel, what ensued in the following […]

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Dynamic Planner Update – January 2018

Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports. Asset Allocation Report Valuations Report Investment […]

2017 Highlights fireworks

Dynamic Planner 2017 Highlights

2017 has been another fantastic year for the Dynamic Planner service. These are just some of the highlights.   440,000 Dynamic Planner broke all records this year – including the highest number of users, the highest number of end investors advised (440,000) in a year, the greatest use of the iPad/iPhone app and the highest […]

Dynamic Planner Schroders

Dynamic Planner Partners with Schroders

Schroders has partnered with Dynamic Planner, the market-leading provider of digital risk profiling and financial planning services for financial advisers, to launch five risk-targeted funds. The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use Dynamic Planner to risk profile their clients to select investment solutions that are suitable for their clients’ […]

Women Risk Averse

Women Close Risk Attitude Gap on Men

Women are more risk-averse than men, although the traditional gap between the sexes is shrinking, according to new research. Henley Business School has published the pioneering study, using data provided by award-winning financial planning company Dynamic Planner, based in neighbouring Reading. Four members of Henley Business School’s faculty and staff exhaustively examined more than 500,000 […]

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