Dynamic Planner Annual Conference

On 5 March, our 2024 annual conference focused on helping you and your business successfully scale.

Hosted by broadcaster and journalist Amol Rajan and featuring a keynote by Harriett Baldwin, MP and Chair of the House of Commons Treasury Select Committee, we unpacked what it takes to succeed in today’s financial advice market and considered how technology can help businesses thrive.

Tram. Your new app powered by Dynamic Planner

The 2024 keynote from Ben Goss, the Dynamic Planner CEO contained exclusive announcements, including the launch of our brand-new app, Tram , designed to: support your compliance with Consumer Duty; help you engage with your clients at scale; increase capacity within your firm; and create a meaningful digital experience for your clients.

To be kept on track with Tram’s progress, as it prepares for launch later this year, please enter your details here.

Dynamic Planner Annual Conference 2024 on demand

If you were unable to attend the event this year, you can still immerse yourself in the occasion by catching up on all the main stage sessions virtually, on demand. To view, please enter your details below and we’ll email and share them with you. Plus, later this year, we’ll make sure too you’re one of the first to receive an invitation to the 2025 Dynamic Planner Conference.

Enter your details to view 2024 keynotes on demand

Dynamic Planner Annual Conference 2024 speakers

The agenda

Time Session
08.30 – 09.00 Registration, breakfast and networking
09.00 – 9.15 Welcome with Dynamic Planner Chief Revenue Officer Yasmina Siadatan
09.15 – 9.35 Unpacking the radical evolution of today’s media landscape with conference host Amol Rajan
09.35 – 10.30 How leading financial planning technology can help you in new, innovative ways, providing better outcomes for you and your clients with Ben Goss, Dynamic Planner CEO
10.35 – 10.50 Refreshments and networking
10.55 – 11.55 Breakout sessions. Exclusive insights and market leading analysis from three leading asset management firms
12.00 – 12.45 Chief Investment Officer panel – hear the views and outlook from leading asset managers
12.50 – 13.50 Lunch and networking
13.55 – 14.25 ‘The critical need for accessible financial advice and guidance in the UK’. With Harriett Baldwin, MP and Chair of the Treasury Select Committee.
14.30 – 15.30 Breakout sessions. Exclusive insights and market leading analysis from three leading asset management firms
15.35 – 15.50 Refreshments and networking
15.55 – 16.25 ‘Dynamic Planner on display’. With Chief Proposition Officer Chris Jones and team. See live how Dynamic Planner can transform your business today.
16.35 – 17.30 Drinks reception and networking

Dynamic Planner Annual Conference 2024 highlights