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Dynamic Planner Updates: July 2019

Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]

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MiFID II bites into profit for advice firms

Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice firms in the wake of increasing industry regulation, it appears to be their profit. “We speak to firms all the time and anecdotally we hear that the demand for their services has never been greater and that they are doing […]

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Three trends impacting financial services

[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] Read time: 3min There is a perfect storm of three mega-trends currently impacting the world of financial services. Together, they create both challenges and opportunities for advice firms and the companies that […]

Dynamic Planner speaker at financial training academy

Thinking outside your everyday box

Read time: 5min It’s good to get out of the office occasionally. Get out of yourself. Away from the often never-ending distractions of work, the job – the business. It’s an opportunity to break out of your routine briefly and take a different route first thing in the morning. Meet some new faces; finally put […]

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We couldn’t have put it better ourselves

Read time: 1min In the build-up to Dynamic Planner’s new Client Review being launched on 7 June, we spent many hours compiling many thousands of words to encapsulate precisely what it achieved for advice firms. Now we are post-launch and our new Client Review is available to all users on general release, we thought we […]

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Client Review process: 18 months in the making

Read time: 3min 15sec At Dynamic Planner, we are proud in our 16-year history to have helped thousands of UK firms advise more than one million end clients using our service. But we are not stopping there. Eighteen months ago, the message we received from you and your firms was unequivocal: you needed a new […]

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Dynamic Planner Updates: June 2019

Read time: 1min Following our announcement at our 2019 Annual Conference back in January and February, and months of user feedback and input, we’re excited to be able to share a new Client Review process with our whole user community. We’ve heard how important the review process is to advice firms’ businesses and how central […]

Client Review, Elements

New Dynamic Planner Client Review launches

Read time: 3min 45sec Following the success of its Early Adopter Programme, unveiled earlier this year, Dynamic Planner Elements has launched to advice firms based across the UK. Designed in close partnership with advice firms for advice firms, Dynamic Planner Elements will fully support advisers in: Delivering better informed and more enjoyable client review meetings […]

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Dynamic Planner Teams Up with Tenet

Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes.  All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]

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.

Combine Attitude, Capacity and Experience

Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits within a larger process, which is carefully followed until all parties are happy with a final output. To begin with, an initial picture of a client’s ATR is evaluated. Capacity for Risk and Investor Experience are evaluated separately in Dynamic […]

Intergenerational Wealth

Making Wealth a Family Discussion

The need for intergenerational financial planning has never been greater. According to the Centre for Economics and Business Research, those in their 50s, 60s and 70s command almost 70% of all household wealth in the UK. Generation-to-generation wealth transfer is predicted to increase from £69 billion in 2017 to £115 billion by 2027. Despite this […]

Dynamic Planner 16th Anniversary

Sweet 16th for Dynamic Planner

At Dynamic Planner, we were very proud to celebrate our 16th birthday in April – and just how far we have come since our foundation in 2003. We are proud today to be the UK’s leading risk profiling and asset allocation investment process and help thousands of dedicated financial advisers and paraplanners closely support their […]

Income Focus Reports Dashboard

Income Focus Reports and a New Tax Year

Our April release went live on 6 April and ensures Dynamic Planner is using the rates and bands for the new tax year. Income Focused Research We’ve been thinking a lot about how we can help our users meet their obligations under MiFID II product regulations in designing their centralised retirement process around clearly defined […]


A Slowing Global Economy is Asking Harder Questions of Policy Makers

A weak manufacturing survey in Germany has sharpened the focus of markets towards the extent of the global economic slowdown. German manufacturing PMI recently fell to 44.7, the second lowest since 2009, and versus an expected number of 48 (anything below 50 is considered to be consistent with contraction). Meanwhile, the new orders sub-index, a […]

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SimplyBiz Member Services

Notice for SimplyBiz members: SimplyBiz members will no longer have access to Dynamic Planner from 22 May 2019. Dynamic Planner is committed to providing continued access to those firms who rely on its service to drive their firm. To contact Dynamic Planner and discuss your options please complete this form     

Risk Profiling

The Psychology Behind the Questions

Read time: 4min In early 2018 at Dynamic Planner, we launched a significant improvement to our already market-leading risk profiling service – a new 15-question attitude to risk questionnaire. Feedback from our thousands of users in the 24 months since has been very positive – and usage of the questionnaire has only grown and risen. […]

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Reports Focus on Income Fund Research

The fundamental search for high and rising income can come at the cost of increased complexity – and, in some cases, increased risk that might not be that easy to assess for suitability when using traditional, asset allocation sector analysis methods. This challenge is a very specific one faced by the traditional investor base seeking […]

CIO panel discussion at Dynamic Planner Manchester conference version 2

What will Brexit’s Final Impact be?

The Chief Investment Officer (CIO) Panel is always a much-anticipated highlight at the Dynamic Planner Annual Conference. This year in Manchester, journalist, broadcaster and host Gavin Esler expertly steered a fascinating and, as ever, fantastically well-informed debate which compellingly encompassed China, global economic slowdown, 2018 regrets, 2019 forecasts, the US Federal Reserve, Brexit and more […]

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