Welcome to the Dynamic Planner 2025 Annual Conference, the UK’s premier event for financial advisers, where innovation meets implementation.
Join us on the 12 February at 22 Bishopsgate London to be part of this year’s theme – Pioneering Tomorrow’s Technology, where together we will explore the future of financial planning. See the full agenda.
Technology has always been a potent enabler in the advice profession, enhancing processes, enabling the seamless flow of data, and saving countless hours through automation. Against the backdrop of the government’s aim to “unleash” AI – what does tomorrow’s technology look like for financial advice?