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2025 Annual Conference

The Dynamic Planner 2025 Annual Conference, held on 12 February at 22 Bishopsgate, London, was an unforgettable day where industry leaders, experts, and advisers came together to explore the future of financial planning. 

If you missed the event or want to rewatch your favourite sessions, you can catch up on demand and experience the standout moments at your convenience.

See the full agenda.

Leading speakers. Exclusive keynotes. Diverse debate.

Under the theme “Pioneering Tomorrow’s Technology,” we tackled the biggest challenges and opportunities facing the industry – from ground-breaking AI innovations to real-world insights, the event was packed with ideas, discussions, and connections that are shaping the industry

  • Keynote Presentations: Dynamic Planner’s CEO, Ben Goss, unveiled our approach to AI, showcasing how technology can revolutionise the advice process and enhance efficiency.
  • Expert Panels: Engaging discussions with top Chief Investment Officers and CEOs provided diverse perspectives on market dynamics and regulatory changes.
  • Inspirational Talks: Speakers like Amol Rajan, Bonita Norris and Professor Alice Roberts shared their experiences, offering motivation and unique viewpoints relevant to both personal and professional growth.

Don’t miss this opportunity to catch up on the sessions that are shaping the future of financial planning. Access the on-demand recordings now and stay at the forefront of industry innovation.

Note: Access to on-demand content may require registration.

Enter your details to view 2025 keynotes on demand

Our speakers

We welcomed back the acclaimed Radio 4 broadcaster, experienced journalist and University Challenge host Amol Rajan, who led the day with energy and insight.

Bonita Norris, mountaineer and adventurer, is no stranger to the pioneering spirit and spoke on “success by smallness” in our personal and professional lives.

As well as thought-provoking discussions from the UK’s top Chief Investment Officers, CEOs and industry experts, who offered crucial perspectives on market dynamics and regulatory shifts.

Amol Rajan

Journalist and broadcaster

Professor Alice Roberts

Biological Anthropologist, Broadcaster and Author

Bonita Norris

Adventurer | Motivational Speaker

Ben Goss

Chief Executive Officer
Chris Jones Propositions Director at Dynamic Planner

Chris Jones

Chief Proposition Officer

Rowan Whittington

Growth Director, Tram
Abhimanyu Chatterjee - Head of Asset Risk Modelling

Abhimanyu Chatterjee

Chief Investment Strategist

Yasmina Siadatan

Chief Revenue Officer

CIO Panel

George Cliff

Director of Research & CIO, Clever Adviser

Caroline Shaw

Head of Multi Asset Portfolio, Fidelity

Trevor Greetham

Head of Multi Asset, Royal London Asset Management

Simon Evan-Cook

Fund Manager, Downing

CEO Panel

Andrew Megson

Chief Executive Officer, My Pension Expert

Dominic Rose

Chief Executive Officer, MKC Wealth

Amanda Cassidy

Managing Director – National Advice Business, Quilter

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 – 17.05 ‘The Incredible unlikeliness of being’. Renowned anthropologist and presenter Professor Alice Roberts explores humanity’s greatest discoveries, drawing parallels between evolutionary breakthroughs and modern technology, offering fresh insights into innovation, adaptation, and the human spirit
17.05 – 17.10 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.

Our Partners

Dynamic Planner Annual Conference 2025 highlights

Some images from 2025