Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives advisers the ability to research investment and retirement products, whilst meeting the evolving needs of clients and regulation. Part of Dynamic Planner as standard, Product and Platform Research is available to Dynamic Planner users from today and comes with all […]

By Bordier UK The FCA has now published its final Consumer Duty rules, with a definitive implementation date set for July 2023. There is now no excuse for adviser firms to have not begun their preparations, especially given that a firm’s board (or equivalent) must have agreed and signed off on their Consumer Duty implementation […]

By Dynamic Planner Investment Committee [Aug 2022] Dynamic Planner’s Investment Services team and the independent members of the Investment Committee [IC] have been identifying the risks of rising inflation and interest rates for a considerable time, being actively discussed at the quarterly meetings and reflected in decisions taken. This quarter is no different. As the […]

By Sam Liddle, Sales Director, Church House Investment Management Whether it’s shifting interest rates, soaring inflation, or heightened geopolitical tension, there’s a lot of short-term risk and uncertainty on the table right now. The reality is investors are quite right to be cautious – a look at the volatile performance of any major index since […]

By Chris Jones, Proposition Director If I were governing an island nation and wanted to connect to the mainland, I would have a number of choices. Would I go bridge, or would I go tunnel? More importantly, would I pay for it from the public purse, or would I outsource for it to be built […]

Leading UK software focused private equity growth firm backs Dynamic Planner’s management team and ambitious growth plans Dynamic Planner’s independent focus and strategy will remain 14 July 2022: Dynamic Planner, the UK’s leading risk based financial planning system, has welcomed a significant investment from FPE Capital. The investment from FPE, a leading UK software focused […]

If you lived and worked on an isolated island community, and you were able to source everything you needed from your fellow islanders, retirement would be a relatively simple thing to plan.

By Cantab Asset Management The last decade has seen significant asset price appreciation, accommodated by expansionary monetary policy. Alongside this, periods of uncertainty have led to spikes in volatility. Whilst recent levels of Quantitative Easing are unprecedented in historical terms, volatility and market corrections are not. This note considers the relationship between active management and […]

It has been a busy spring at Dynamic Planner. We have several, exciting new product features to help make your advice process even more efficient and engaging for your clients.

By Sam Liddle, Sales Director, Church House Investment Management For a long time, the 60/40 approach to portfolio management was perfectly effective. Offering a combination of equity-like returns and stable income, it allowed investors to participate in any market upside, while at the same time offering protection during periods of volatility. Simple. However, the approach […]

By Brooks Macdonald Several major global events – including most recently the coronavirus pandemic and the Russia/Ukraine situation – have prompted investors to flee financial markets, but history shows this could have been a mistake. In this article, we discuss the importance of remaining invested and how missing the best performing days could have led […]

By Fidelity Our investment team discuss how we are evolving and enhancing our sustainability research and ratings. Find out more about how we are moving away from solely using ESG as a risk management tool, with an increasing focus on delivering real world change. In recent years, we have seen rapid growth in interest in […]

Whilst the number of investors who would like to make a positive impact to society and the environment continues to grow. We still encounter misconceptions that prevent some from taking the plunge. This piece dispels some of the common myths associated with sustainable investing.

Canada Life Asset Management Portfolio Funds offer a straightforward and cost-effective solution to the challenge of choosing a mix of investments to suit the investment needs of a broad range of clients. They offer you simplicity, significant time savings and – crucially – the reassurance that the funds will remain appropriate for the risk appetites […]

By Sam Liddle, Director, Church House Investment Management How will central banks respond to current global tensions? It’s one of the most important questions any market participant can ask right now. The scene has long been set for an extended period of aggressive hiking to address rampant inflation resulting from years of ultra-loose policy. The […]

By Mark Harris, Head of DFM Solutions, EPIC Investment Partners Worrying dynamics in the UK pension market have combined with a dearth of products to properly help clients in the decumulation phase. Pensions are a long-term game but there’s a growing concern about the increasing number of people about to hang up their proverbial savings […]

There have been significant losses for some bond investors so far this year and we have been asked how we have protected our holdings from the worst of the volatility in the Church House Tenax Absolute Return Strategies Fund.

Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets including […]