Boville Newgate – A dive into Dynamic Planner
As the UK’s leading digital financial planning and advice platform, Dynamic Planner is committed to supporting advice firms to achieve and evidence their regulatory requirements at scale. We constantly innovate to align with prevailing regulatory principles and evolving needs.
To ensure complete transparency and independence in evaluating our platform’s alignment with key elements of the FCA Consumer Duty and retirement income advice regulations, we engaged Bovill Newgate, a specialist financial services regulatory consultancy, to conduct an independent review. The review focused on the platform’s approach to target market assessment, risk profiling, cash-flow modelling and client reviews.
Bovill Newgate is a specialist financial services regulatory consultancy. The review was led by Michael Lawrence, who joined Bovill in 2023 following 16 years at the FCA, where he helped lead the implementation of the Consumer Duty.
To ensure complete transparency and independence in evaluating our platform’s alignment with key elements of the FCA Consumer Duty and retirement income advice regulations, we engaged Bovill Newgate, a specialist financial services regulatory consultancy, to conduct an independent review. The review focused on the platform’s approach to target market assessment, risk profiling, cash-flow modelling and client reviews.
Bovill Newgate is a specialist financial services regulatory consultancy. The review was led by Michael Lawrence, who joined Bovill in 2023 following 16 years at the FCA, where he helped lead the implementation of the Consumer Duty.