Multi-asset investing: 5 big questions for 2023

By Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors The big story for investors was the worst equity and bond performance since modern indices began, set against higher cash rates and inflation levels not seen for 30 years. This hurt portfolios and raised five key questions on what investors should look out for in 2023. […]

Patience please – Central banks are not quite finished

By Guy Monson, Chief Market Strategist, Sarasin & Partners After nearly a decade of super-easy money, a return to normality won’t be easy. Last year was anything but plain sailing for investors, with all major asset classes declining – the first time we have seen anything on this scale for the last 30 years. However, […]

Newton: Markets have changed forever

By Mitesh Sheth, Chief Investment Officer of Multi-Asset, Newton Investment Management The gains of globalisation are behind us and its’ effects are crumbling all around us. We have become so used to a ‘Goldilocks’ backdrop in which a rising tide of central bank liquidity has lifted all boats, with equities, bonds, credit, property, private equity […]

International Women’s Day 2023 #EmbraceEquity – What does it mean to 4 people at Dynamic Planner?

With 46% of team members at Dynamic Planner being women, we are truly embracing equity. For International Women’s Day 2023, we asked four women what embracing equity means to them. This is what they said. Steph Willcox, Head of Actuarial Implementation With three in four mothers with dependent children in work, the highest level over […]

Urban Synergy and Dynamic Planner Embracing Equity on International Women’s Day

Should we focus on Equality or Equity? The theme for International Women’s Day 2023 is Embrace Equity, which aligns firmly with our mission “Let’s build an equitable future”. But what do we mean by that? We have worked for more than 15 years with young people across London and beyond to help educate them, remove […]

Women in financial advice lead the way, as the world marks International Women’s Day

In support of International Women’s Day, Dynamic Planner, the UK’s leading risk based financial planning system, has conducted further analysis of findings from its Spotlight Report to paint a picture of women today in the advice industry. Age Breakdown of Respondents of Spotlight Report While the number of men increases with age it is the […]

News from the Dynamic Planner Investment Committee – End Jan 2023

The Investment Committee (IC) met on Monday 23 January and reflected on the downstream impact of the dramatic escalation in geopolitical risks, due to the Russian invasion of Ukraine, now almost 12 months ago, and the associated commodity price shocks. The macro environment is radically different to the optimistic one prevailing at the start of […]

Dynamic Planner’s Goss: era of product sales over as industry embraces personal financial planning

Speaking at its 11th Annual Conference in the year which sees Dynamic Planner, the UK’s leading risk based financial planning system, mark its 20th anniversary, CEO Ben Goss said: “We founded Dynamic Planner almost 20 years ago today, and I am as excited now as I have ever been about the prospects for this industry […]

Dynamic Planner relaunches website

Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring how its one system technology works, the revitalised website now follows the ‘advise, research, tailor’ adviser and client journey within Dynamic Planner. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “The […]

Dynamic Planner enters into long-term partnership with Quilter Financial Planning

17 January 2023: Dynamic Planner, the UK’s leading financial planning system and Quilter Financial Planning, a leading financial advice network, have entered into a long-term partnership agreement which will see Dynamic Planner provided to advisers within the Quilter group. Quilter advisers will be able to fully access everything in Dynamic Planner’s one system including: industry […]

Dynamic Planner appoints Michael Whitfield as Chair

12 January 2023: Dynamic Planner, the UK’s leading risk-based financial planning system has appointed Michael Whitfield as its new Chair following FPE’s investment last year. Michael’s career in financial services spans four decades working in a variety of roles focusing on people and creating the technology to best serve their needs. Michael founded Thomson Online […]

Staying agile amid uncertain markets in 2023

Fidelity Sustainable Multi Asset Fund range portfolio manager Caroline Shaw examines the outlook for the year ahead We expect central banks to have to tighten further if inflation remains sticky on the back of Russia’s invasion of Ukraine, and in the face of slowing growth prospects across most of the world. In these circumstances, we […]

How a better understanding of yourself could help tackle inflation fears and improve finances

The news from the Office of National Statistics (ONS) that inflation has eased slightly from its 41 year high at 11.1% to 10.7%, will provide a little hope but not quite enough to eradicate the worry that people feel for the immediate future and their financial position. For those already struggling to cope with the […]

Sustainable investing – Why it’s important to read the label

By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we all know it’s important to read the clothing labels to avoid any unfortunate mishaps (as well as trying to reduce the water consumption and temperature levels). Similarly, when it comes to sustainable investing, the risk of ‘greenwashing’ has been a […]

News from the Investment Committee – Oct 2022

Dynamic Planner’s Investment Committee (IC) met on 20 October, focusing on the unprecedented shockwaves suffered by UK assets and currency following the September mini-budget and in particular their impact on the lower risk benchmarks. In expectation of a return to some form of fiscal normality in the UK, the IC considered the wider global perspective. […]

Lessons from the 1970s – How UK assets fared in the last inflation ‘boom’

By Sam Liddle, Church House Investment Management The current backdrop of rampant inflation, soaring energy prices driven by geopolitical tensions, and impending recession has provoked much talk of the parallels with the UK’s last big inflationary crisis in the 1970s. Back then, the retail price index peaked in 1975 at almost 27%, following chancellor Anthony […]

Thank you – From the Dynamic Planner Team

Thank you. To you, the UK financial planning professionals – the advisers, paraplanners and administrators, all forming a growing community of Dynamic Planner users and making it what it is today. A financial planning system adopted by thousands. Thank you to our asset management partners, who work so openly with us to make Dynamic Planner […]

Commentary from the Church House trading floor

By James Mahon, Joint CIO, Church House Investment Management [27 Sept 2022] September saw a further deterioration in markets, culminating in a disorderly end to the period with steep falls for equity and bond markets, and the makings of a currency crisis. The US Federal Reserve raised the Fed Funds Rate by 75bp (now up […]

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