2024 Dynamic Planner Conference

Reconnect with the wealth and financial planning community at the 2024 Dynamic Planner Conference. Registration is now open for what has quickly become a highlight of the profession’s calendar. The 12th annual staging of the occasion returns to 22 Bishopsgate in London’s financial district on Tuesday 5 March 2024.

Face-to-face places are limited for the event, which warmly brings together people industry-wide for a day dedicated to individual growth and sustainable growth of businesses. Under one, beautiful roof, the Dynamic Planner Conference houses all the ingredients you and your firm’s clients need in 2024.

How can your firm achieve accelerated growth? Better outcomes for your clients? And outcomes your clients value?

Catch Dynamic Planner CEO Ben Goss’ 2024 Conference Keynote. What does the immediate future for wealth and financial planning technology hold? What are the possibilities for your business and clients? Catch further keynotes with experts from across the worlds of wealth and financial planning, and asset management. Deep dive into the latest insights on asset allocation strategy and investment solutions for your clients. And give your CPD hours a healthy kick, to boot.

In well-paced breaks between sessions, network valuably with fellow industry professionals UK-wide. Seven months on from the Consumer Duty, how are they monitoring their clients’ outcomes? How are they preparing for the Consumer Duty’s July 2024 deadline for closed products?

The 2024 Dynamic Planner Conference builds on the success and popularity of the event’s 2023 incarnation, and once again will be hybrid, enabling you and colleagues from your firm to attend virtually, live streaming all Main Stage sessions in broadcast-quality.

The 2024 Dynamic Planner Conference. However you experience it, don’t miss out next March. Register your place today.

Register here

2023 Conference video

Our 2023 Conference speakers

Tanya Beckett

Banker turned broadcaster, BBC

Robert Shrimsley

UK Chief Political Commentator, The Financial Times

Therese Chambers

Director of Consumer Investments, FCA