2020 Annual Conferences

Thank you to everyone – to delegates, our clients, new and prospective; our partners for their fantastic support; and all of our speakers and panellists – involved in our 2020 Annual Conference in Manchester and London. Such a collaborative effort ensured this year’s Conferences were memorable, rich, rewarding and hugely valuable.

Key issues raised and debated included cash flow planning, US-China trade wars, the coronavirus, sustainable investing, annual client reviews, suitability from the regulator, DB pension transfers – the list goes on. 

The Dynamic Planner Annual Conference, entering its ninth year in 2021, has become a stand-out fixture in the financial advice events calendar. Held in Manchester and in London, the events reach hundreds of advice professionals throughout the industry, alongside leading asset manager partners to ensure a rich day of content, opinion and exclusive news and announcements.

Delegates each receive approximately 5hr 30min of qualifying CPD, while breakfast, lunch and post-Conference drinks are all included against the backdrop of the best and most iconic settings in both host cities. Keep an eye out for invites and latest information later this year.

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A packed agenda

Keynote from Simon Jack: UK politics and economic update direct from Whitehall, with our favoured economic broadcaster and journalist. 
Keynote from Ben Goss: how to transform your client relationships and your business with the latest in risk based financial planning’
CIO Panel Debate: ‘Brexit and the Global Markets’. Panellists are UK’s top Chief Investment Officers
Adviser Panel Debate: Hear from your peers on how the Dynamic Planner Elements review process is helping transform the annual review for clients
Keynote from Chris Jones: ‘Why cash flow is so vital to your clients’ financial plans, particularly for those approaching, at or in retirement?’
Keynote from Debbie Gupta (London): FCA Director of Life Insurance and Financial Advice Supervision
ESG The Big Debate (Manchester): Hot topics from industry experts on sustainable retail investing, chaired by Simon Jack

What our attendees said about conference 2020

“It was THE best virtual conference of the pandemic, or perhaps ever! And what a session on ESG. The best I’ve seen on the subject by a country mile.”
2020 Annual Conference attendee
“Very much enjoyed Simon Jack’s keynote and was useful to hear thoughts of CIO Panel. The exhibition stalls during breaks were very useful to visit. Great to meet various providers.”
2020 Annual Conference attendee
“I really liked the update from CEO Ben Goss. Exciting to see the future and how it can fit into our business.”
2020 Annual Conference attendee

2020 conference highlights

Previous Speakers

Kay Swinburne

MEP for Wales

Simon Jack

BBC Business Editor

Imran Gulamhuseinwala OBE

Global FinTech Leader, EY

Alastair Campbell

Communicator, Writer, Strategist

Yasmina Siadatan

Marketing Director, Dynamic Planner

Nic Coward

Ex-General Secretary Premier League Football