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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 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 […]

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 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 […]

Dynamic Planner CEO Ben Goss shone in a high-quality debate chaired by BBC journalist and news presenter Fiona Bruce at the Bankhall Annual Conference 2017. Ben was one of four speakers on the Technology Panel Debate alongside Paul Armson, CEO of Inspiring Advisers, Intelliflo Executive Chairman Nick Eatock and Peter Billington, Head of IT at […]

The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But behind the key points and breaking headlines, what was included of note for the financial service sector? Here is the Dynamic Planner take on today’s speech. Mr Hammond made broadly positives noises about investment in technology but did not go […]

It took two years of sacrificed weekends and holidays to complete, but on 1 November 2017 Catching the FinTech Wave – the first book by Dynamic Planner CEO Ben Goss – was published following a great launch night in London. Here, the financial services pioneer reveals what motivated him to write the work, what he […]