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 gathered with asset managers, platform providers, VIPs and speakers to learn the very latest in the world of investment. Simon Jack, the BBC’s Business Editor fresh from Davos, trotted us through the day with entertaining insight and mastery. Jack tells us French President Macron was the star of the Swiss slopes, and Brexit wows may be dampened by the prospect of global growth in 2018. The stage was set for a serious day.

Up next were five heavyweight CIOs from some of the UK’s top asset management houses. We heard that the giant global quantitative easing will continue to run, and we’re currently amassing pools of bonds normally associated with the latter part of wartime. The top-class debate had the CIOs agreeing that 2018 is the ‘year for portfolio housekeeping’ and advisers need to let investors know bull markets have to come to an end eventually, so make sure the risks are made clear. On cryptocurrency, this was said, ‘It’s yesterday’s story already, it’s not an investment’.

The Dragons’ Den session fired up the audience and pitches came in fast and hard from the Dynamic Planner team, with the Review Reports pitch winning over Charting and Investment Suitability Indices. The audience was delighted to hear that Dynamic Planner is taking the audience’s steer and developing the winning pitch into the product.

Updates to the Dynamic Planner risk profiler and the launch of a new questionnaire was delivered, arguably one of the most fiercely listened to addresses of the day. The remainder of the afternoon was seen through by some top-class keynotes spanning sport, politics and investment, all culminating in a quality panel debate with Dynamic Planner CEO Ben Goss, former General Secretary to the Premier League Nic Coward, Alastair Campbell, Tony Blair’s speechwriter and Simon Jack, the BBC’s Business Editor.

Firmly positioned as one the investment industry’s best events, the Dynamic Planner 6th Annual Conference has received critical acclaim by both the attendees and the wider community alike, and is set to be the must-attend conference in our industry’s calendar.



Yasmina Siadatan

Head of Marketing