Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018.

You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be asked to accept these when you sign in each time they change, giving you better visibility of what’s different.

The new Cofunds valuation service will go live later this month, re-introducing support for valuations on Cofunds following their acquisition by Aegon and platform migration.

Other small enhancements this month have been made to the risk questionnaire screens. We’ve added the ability to toggle the responses side by side. Whilst we recommend asking the clients the questionnaires, in turn, to ensure you get each individual’s true response, having them side by side can be quicker if you’re inputting the responses from a paper copy. You can now flip either way on the Investment Experience and Attitude to Risk screens.

Finally, we’re getting ready to go all around the country for our next series of Dynamic Planner Events. Open to all advisers and paraplanners across the UK, free of charge, these quality Roadshows set in great locations provide a morning for you to learn and be inspired, whilst obtaining 2.5 hours of CPD. You will have the opportunity to network amongst peers as well as speak to Dynamic Planner professionals and asset managers from across the industry.

Part of the Dynamic Planner session will cover “A Geeks Guide to Risk Profiling” and so we’ve been spending the past few weeks looking at the trends that emerge from the data Dynamic Planner collects. As a taster for the session, take a look below at how the average risk level of individuals varies around the UK.

Joshua Knight,

Product Manager

The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year.

Budget updates, each year we update Dynamic Planners forecasts and analysis to take account of changes for the new financial year. This means, for example, that the lifetime cashflow forecast reflects the current tax year’s income tax bands. In the lifetime cashflow chart, we show all income net of tax for a more realistic comparison against forecasted expenditures.

Improvements to the Portfolio Suitability Hub – Factsheets and Key Investor Information Documents

In the April release, we have also provided far greater coverage for links to Factsheets and Key Investor Information Documents. You can now find these for most UK authorised funds in the ‘Show research’ window for each fund. This gives you quick and convenient access to the fund documentation without having to resort to finding them on another fund research tool or platform. We also include links to the documents in the fund comparison report, which you can provide to clients to explain and evidence the research you have conducted on recommended funds.

Our fund research tool is being used more and more, and in March 2018 we had our highest ever levels of usage. Included as part of your Dynamic Planner licence, the Portfolio Suitability Hub provides you with a comprehensive fund research tool, including more than 1,200 multi-asset funds and portfolios which we risk profile as part of our Fund Risk Profiling and Risk Target Managed services. Find out more in this short video on our YouTube channel.

What’s coming up in May?

In our May release, we have a number of enhancements coming in support of the General Data Protection Regulation (GDPR), which comes into effect on May 25. We are also making minor cosmetic changes to Dynamic Planner, which we hope you will like!

Joshua Knight,

Product Manager