On demand

Can’t make one of our webinars? Catch up here on-demand with recordings of latest virtual events we have staged, alongside podcasts we have helped produce.

Dynamic Planner

Chatterjee’s Chatter

Dynamic Planner

Client Profiling

Dynamic Planner

Investment Research

Dynamic Planner

Podcasts

Dynamic Planner

Conferences

Chatterjee’s Chatter

October 2022

In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
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July 2022

In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next in his session titled ‘Prepare, don’t predict…’
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April 2022

In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next, while Louis discussed ‘Investment decisions in times of turmoil’.
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January 2022

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
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October 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Watch the recording

July 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Watch the recording

April 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Watch the recording

January 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Watch the recording

October 2020

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Watch the recording

Client Profiling

Why use Psychometric Risk Profiling anyway?

August 2020
Louis Williams [Head of Psychology & Behavioural Insights, Dynamic Planner] breaks down the client risk profiling process, from beginning to end. What are the pitfalls here? How do you avoid them?
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Investment Research

Risk Managed Decumulation Solutions

December 2022
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Bordier.
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Risk Target Managed Solutions

September 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
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Risk Profiled Solutions

June 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Aegon
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Risk Managed Decumulation Solutions

May 2022
A packed 45 minutes in which Jim Henning, Head of Investment Services at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Jim and Abhi are joined by EPIC Investment Partners.
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Risk Managed Decumulation Solutions

March 2022
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Sam Liddle from Church House Investments
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Risk Profiled Solutions

March 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Watch the recording

Risk Target Managed Solutions

December 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Watch the recording

Risk Profiled Solutions

September 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Watch the recording

Risk Managed Decumulation Solutions

April 2021
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Jim Henning, Head of Investment Services, discuss decumulation solutions for your clients in this target market.
Watch the recording

Podcasts

How do you demonstrate real value to a client?

Citywire Cash flow planning podcast – Episode 3, 25 Jan 2021
‘How do you demonstrate real value to a client?’ Chris Jones [Proposition Director, Dynamic Planner] and Steve Braidford [Parkgate Financial Services] join host Ian Horne [Citywire] to discuss.
Listen to the podcast

How do we finally nail decumulation?

Citywire Cash flow planning podcast – Episode 2, 7 Jan 2021
‘How do we finally nail decumulation?’ Jim Henning [Head of Investment Services, Dynamic Planner] and Simon Drake [Bainlye Drake Wealth] join host Ian Horne [Citywire] to discuss.
Listen to the podcast

Why stress testing is fundamentally flawed.

Citywire Cash flow planning podcast – Episode 1, 2 Dec 2020
‘Why stress testing is fundamentally flawed.’ Chris Jones [Proposition Director, Dynamic Planner] and Nick Ryan [Yellow Bear Financial Consultancy] join host Ian Horne [Citywire] to discuss.
Listen to the podcast

10th Annual Conference 2022 Keynotes

Adam Shaw Keynote

Keynote from Adam Shaw British Business Journalist and Presenter for the BBC and ITV. Adam talks to us about his views on the economy and politics through the eyes of a broadcast journalist
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Ben Goss Keynote

The future of financial planning technology has arrived; The Dynamic Planner big reveal from CEO Ben Goss. Ben unveils a series of industry beating technological advancements delivered live from Dynamic Planner
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Panel debate – With Financial Advisers.

A panel debate with financial advisers representing the full spectrum of firms today. What is their experience in 2022? Their challenges? And their successes?
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Panel debate – With Chief Investment Officers

A Dynamic Planner Conference highlight. Hear from top CIO’s, sharing their views on the very latest in investments and markets in 2022.
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Keynote – With Rt Hon Lord Deben

Keynote – With Rt Hon Lord Deben, Chairman, Committee on Climate Change. A passionate advocate for the power of financial services to drive transformational change in the world today. Powerful insight from a key figure and industry expert.
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9th Annual Conference 2021 Keynotes

Adam Shaw Keynote

Award-winning journalist Adam Shaw looks at unexpected results of previous crises and what lessons we can learn from them in light of today’s pandemic. Adam then spotlights successful business leaders and what they have in common.
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Ben Goss Keynote

The Annual Keynote from Ben Goss, the CEO and co-founder of Dynamic Planner. Hear him discuss the future of financial planning technology, how it’s been impacted by the last 12 months and how the industry is set to respond moving forward.
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Cash Flow panel debate – with Financial Advisers.

Deepening client relationships with cash flow modelling in 2021 – Hear from advisers who have adopted Dynamic Planner Cash flow to support their clients during the pandemic and in the process, have grown both their relationships and practice.
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Naomi English Keynote

A rare chance to hear exclusively from the Managing Director of ESG Product Strategy at MSCI.
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Press Panel

2020 from the media’s perspective. Editors from leading industry titles live to tell the tale of 2020 and, in a rare opportunity, transparently discuss the role they play in financial services.
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Gerd Leonhard Keynote

The next 10 years: How to develop a future mindset and make better decisions today – With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency. An internationally renowned speaker, who focuses on ‘people, planet, purpose and prosperity’.
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