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2025 Annual Conference

Welcome to the Dynamic Planner 2025 Annual Conference.

On 12 February 2025, join us at London’s iconic 22 Bishopsgate for a transformative day designed to inspire, challenge, and elevate your business.

Register your place

Leading speakers. Exclusive keynotes. Diverse debate

In today’s fast moving digital world, our 2025 conference is all about harnessing the power of data and insight to unlock new opportunities for you, your firm and your clients. Hear from Dynamic Planner CEO Ben Goss as he unveils the future of digital advice, exclusively lifting the lid on Dynamic Planner’s approach to AI – can it simplify the advice process and boost efficiency in ways we’ve only imagined until now?

Find out how technology can revolutionise the way you work and give you a competitive edge.

We welcome the acclaimed Radio 4 broadcaster, experienced journalist and University Challenge host Amol Rajan, who will lead the day with energy and insight. Expect thought-provoking discussions from the UK’s top Chief Investment Officers and industry experts, offering crucial perspectives on market dynamics and regulatory shifts.

But the day is about more than just learning – it’s about connecting. Whether you’re attending in person or streaming from your office, you’ll enjoy unparalleled networking opportunities with peers, industry leaders, the UK’s fastest growing financial planning and wealth management firms, asset managers, DFMs and many more from our community, discussing the latest solutions and how they fit your clients’ needs.

In-person places are strictly limited to a first come, first served allocation, so don’t miss out on this game-changing day. Register here and save the date – 12 February 2025. Prepare to elevate your business, your clients, and your success.

Dynamic Planner’s 2025 Annual Conference

Join us at London’s iconic 22 Bishopsgate for a transformative day designed
to inspire, challenge, and elevate your business.

Register now

Agenda

Time Session
08.30 – 09.00 Welcome, registration, breakfast. Say hello and get comfortable for the exciting day ahead.
09.05 – 09.15 Opening address welcome. With Dynamic Planner Chief Revenue Officer Yasmina Siadatan.
09.15 – 09.35 Keynote opening. With BBC journalist, broadcaster and host of University Challenge Amol Rajan.
09.35 – 10.30 ‘Pioneering Tomorrow’s Technology’. Conference keynote by Dynamic Planner CEO Ben Goss. Hear from the founder and CEO on our vision for tomorrow.
10.35 – 10.50 Rest, break and network. Meet with fellow delegates and Asset Management Partners over refreshments and nibbles.
10.55 – 11.55

‘Breakout Session’. Unlock solutions aligned to your target markets, ensuring investment suitability with our Asset Management Partners.
12.00 – 12.50 Chief Investment Officer Panel Debate – The most coveted session of the day; challenging debate with leading chiefs of the investment management world. Chaired by Amol Rajan.
12.55 – 13.50 Rest, lunch, network, discover.
13.55 – 14.20 ‘Pioneering Resilience and Achievement’. Record-breaking mountaineer Bonita Norris shares how resilience and determination can overcome challenges and achieve extraordinary goals through a pioneering mindset.
14.20 – 14.50 Chief Executive Officer Panel Discussion – Hear the thoughts of leading chief executive officers from a selection of the UK’s most influential financial planning and advice organisations of today. Chaired by Amol Rajan.
14.55 – 15.55 ‘Breakout Session II’. Unlock solutions aligned to your target markets, ensuring investment suitability with our Asset Management Partners.
15.55 – 16.10 Rest, break and network. with Asset Management Partners over refreshments and nibbles.
16.15 – 16.35 ‘Dynamic Planner On Display’. See tomorrow’s technology today, live and on stage with leaders from our product and technology teams. With Dynamic Planner Chief Product Officer Chris Jones.
16.35 – 17.00 Keynote address to be announced.
17.00 – 17.05 What have been this year’s takeaways? Closing remarks. With Dynamic Planner CEO Ben Goss.
17.10 – 18.00 Drinks reception. Accept our invitation to stay for celebratory drinks with us, your friends and colleagues to decompress and reflect on a day well spent before heading home.

Dynamic Planner Annual Conference 2024 highlights

Some images from 2024