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 […]

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 […]

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 […]

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. […]

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. 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 […]

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 […]

In light of elevated economic and market volatility unfolding globally, and the UK government’s recently announced major tax cuts and increases in government borrowing, the rapid plummet in the value of the Pound and UK gilts has been truly eye-watering. Below, is insight from the Dynamic Planner Investment Committee, to add a more practical perspective […]

Following the rapid economic bounce back from Covid lockdowns, the Investment Committee [IC] had become increasingly concerned about the impact of rising inflation expectations, taking hold at a time when the level of economic and geo-political uncertainty remains elevated. This environment presents many challenges when constructing risk-adjusted asset allocation benchmarks, particularly given the sensitivity of […]

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.