Dynamic Planner launches service for Decumulation Funds

24 January 2020: Dynamic Planner is set to launch a unique addition to the growing market for decumulation solutions, the Dynamic Planner Risk Managed Decumulation (RMD) Service. Advisers and ultimately their clients will soon be able to quickly and fairly compare decumulation investment solutions, helping guard against unwelcome surprises in future annual reviews. Chris Jones, […]

Dynamic Planner Analyst

Dynamic Planner grows fund offering with addition of FE Investments portfolios

FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios. Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s […]

CEO Ben Goss: What does 2020 hold in store for the advice industry?

In this blog our CEO Ben Goss outlines below what he believes will be the most transformative issues facing the advice industry in 2020. 1. Sustainability becomes part of the suitability conversation Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment pools in […]

10 good things: What happened in the industry in 2019 – and what will happen in 2020?

‘What is one good thing which happened in financial services and markets in 2019? And what are you most looking forward to happening in 2020?’ We put the questions to experts on our Asset & Risk Modelling team and also our CEO, for their personal thoughts   In my opinion, the best thing to happen […]

Dynamic Planner Updates: December 2019

It has only been a few weeks since our last Updates post – but, already, Dynamic Planner is looking a little different! First, as you may have seen in the industry press and across on our blog, we have launched a new range of multi asset indexes in partnership with MSCI. Currently, investors and advisers […]

A Dynamic Planner talking to an Independent Financial Adviser

You knocked me off my feet’ – The true value of great customer support

Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem. It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It […]

At the heart of high-quality investment advice is helping your clients achieve what’s important to them at a risk that they are willing and able to take.

Dynamic Planner partners with giant MSCI to launch industry-first benchmarks

Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]

Dynamic Planner Analyst

Refining your fund research: How do you best invest your time?

Demonstrating the real value you add, as a professional advice firm, to clients is naturally something you are consistently keen to achieve. As their portfolios grow under your management, so do the fees they pay you. There are many ways in which you and your firm can and will successfully already do that. Professional, personalised […]

Clients in drawdown: Three keys to maximising returns

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Drawing down from capital is inevitable for nearly all of us once we are in retirement. According to the industry regulator, the FCA, the average UK pension pot entering drawdown is £123,000, […]

Joshua Knight - Product Manager

Dynamic Planner Updates: November 2019

The November update from Dynamic Planners’ very own, Joshua Knight

Looking through a lens at a lake. Judging risk

Four key mechanics of Fund Risk Profiling

Speculate to accumulate – very nearly all of us must do it with our pensions and investments

Chris Jones PFS Q&A: Making complex things simple

Dynamic Planner Proposition Director Chris Jones talks about client understanding

Exploring client understanding

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Dynamic Planner set to explore client understanding at Personal Finance Society regional events   Chris Jones, Dynamic Planner Proposition Director will speak at all events Focus will be on helping advice firms […]

A view of the Dynamic planner app being used on an iphone in someones hand

14 Advice firms: How we have adopted Dynamic Planner

Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]

Dynamic Planner partners with award-winning platform Novia

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Saving time and increasing efficiencies is fundamental to ensuring your firm is profitable and sustainable as a business moving forward today.   But how do you accomplish that without cutting corners and […]

Ben Goss at Dynamic Planner Annual Conference 2018

Ben Goss – Behavioural finance and big data

Behavioural finance and big data – how our new Knowledge Transfer Partnership will help ensure suitable investments and advice for all We are living through the 4th industrial revolution and the related revolution in behavioural science. Over the coming years there is not a profession that will be untouched by the combination of big data […]

London view from cafe

Dynamic Planner launch government sponsored behavioural science initiative

Dynamic Planner and Henley Business School launch cutting edge government-sponsored behavioural science initiative Aims to help the industry better understand investor attitude to financial risk and improve investor outcomes by preventing detrimental actions Government-supported work will future proof the investment industry 19 September 2019:  Dynamic Planner and Henley Business School* are set to embark on […]

A compass symbolising the transformation of Independent Financial Advisers

Dynamic Planner Updates: September 2019

We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]

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