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The Dynamic Planner Journal
Benchmark Asset Allocation: week ending 12 December 2025
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Isio MPS portfolios now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk profiled investment universe. The Isio MPS range was launched in April 2025 and provides access to co-created funds, founder share classes and alternative assets not typically found in MPS portfolios. At the heart of the approach, […]
One in two people would use targeted support if available
Dynamic Planner publishes consumer study into targeted support in conjunction with humans & money Younger people with medium risk levels and lower levels of wealth are most likely to use targeted support The main barrier currently stopping 1 in 3 people accessing financial advice is cost Dynamic Planner, the UK’s leading digital advice platform, […]