Request demo

Conference 2026 Resources

Dynamic Planner conference 2026 on demand

Conference 26, held on Tuesday 10 February, saw senior leaders from across advice, wealth and investment management have a chance to step back from the noise, compare notes with peers, and shape what comes next.

On this page you’ll find recordings of the sessions and soft copies of the resources from the Dynamic Planner Annual Conference 2026.

Unlocking trusted advice

With Ben Goss, CEO, Josh Knight, Head of Product and Rowan Whittington, Chief Product Officer and Rajiv Nayyar, Demo Driver

Katie Prescott keynote

With Katie Prescott, Business Editor, The Times. What technology disruption means for advice firms

CIO panel

Chaired by Katie Prescott, Business Editor, The Times

The data revolution

With Edwina Dunn, co-founder of dunnhumby and pioneer of Tesco Clubcard.

2026 conference magazine

Conference Magazine

The 2026 Conference Magazine is your complete guide to the day, and full of unique insights from experts across the industry on topics as wide ranging as AI, deglobalisation and what it means to unlock trusted advice.
Download Now

Reports

Report
Client Profiling report
A Dynamic Planner generated Client Profiling Report, showcasing how rich data can drive truly personalised advice.
View example report
Report
Client Review report
Dynamic Planner’s polished Client Review Report, simplifying the process of keeping clients informed and engaged.
View example report
Report
Suitability Report
Our clear, compelling Recommendations report turning analysis into confident next steps.
View example report
Report
Cash Flow Report
A powerful Cash Flow Report generated by Dynamic Planner, turning raw numbers into clear, actionable insight.
View example report
Report
Cash Flow report: Forecasting your finances
Compare multiple cash flow scenarios to visualise how your client’s financial future might look under different retirement strategies.
View example report
Report
Target Markets Report
An insightful Target Market Report, showing how precise segmentation strengthens strategy.
View example report
Report
Client Profiling report
A Dynamic Planner generated Client Profiling Report, showcasing how rich data can drive truly personalised advice.
View example report
Report
Client Review report
Dynamic Planner’s polished Client Review Report, simplifying the process of keeping clients informed and engaged.
View example report
Report
Suitability Report
Our clear, compelling Recommendations report turning analysis into confident next steps.
View example report
Report
Cash Flow Report
A powerful Cash Flow Report generated by Dynamic Planner, turning raw numbers into clear, actionable insight.
View example report
Report
Cash Flow report: Forecasting your finances
Compare multiple cash flow scenarios to visualise how your client’s financial future might look under different retirement strategies.
View example report
Report
Target Markets Report
An insightful Target Market Report, showing how precise segmentation strengthens strategy.
View example report

Other resources

Guide
Insights: tracking your firms management information
Dynamic Planner Insights provides you enhanced information to meet your regulatory, compliance and business needs.
Download
Guide
Tram adviser guide
Learn more about how Tram can support advisers and firms around key challenges such as regulatory pressures and client expectations.
Download
Guide
Dynamic Planner Overview
An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.
Download
Guide
AI in Dynamic Planner
Dynamic Planner’s AI module is being developed to further meet compliance and unlock vast capacity in your processes.
Download
Guide
Digital Advice Platform
Discover why a digital advice platform is an essential tool in today’s environment.
Download
Guide
Insights: tracking your firms management information
Dynamic Planner Insights provides you enhanced information to meet your regulatory, compliance and business needs.
Download
Guide
Tram adviser guide
Learn more about how Tram can support advisers and firms around key challenges such as regulatory pressures and client expectations.
Download
Guide
Dynamic Planner Overview
An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.
Download
Guide
AI in Dynamic Planner
Dynamic Planner’s AI module is being developed to further meet compliance and unlock vast capacity in your processes.
Download
Guide
Digital Advice Platform
Discover why a digital advice platform is an essential tool in today’s environment.
Download