Content Hub

Our content hub is here to support you – whether you’re a Dynamic Planner customer or not. The downloadable documents are designed to help UK financial advisers bring planning discussions to life, with clear, practical insight you can use directly with clients.

Whether you’re addressing long-term goals or helping to reassure clients during periods of market volatility, these materials offer both written and visual support to aid understanding and build trust.

Use them whenever they add value – especially when clients are seeking clarity and confidence..

Support material for different Financial Personalities

This document matches the support material available in the hub to the different Financial Personality outputs; use it to help you find the right asset for you and your client.
Download

Key things to remember for low, medium and high risk profile clients

Use this checklist in conversations with your clients to guide you on what to focus on for high, medium or low risk clients.
Download

The value of remaining invested over time

Use this document in conversations with your clients to reassure them of the value of continuing to stay invested through market volatility.
Download

The value of a relevant benchmark to measure fund & portfolio performance

How long do I have to wait? The temptation to try and time the market can be difficult to resist in volatile markets…
Download

How our emotions can lead us to make bad decisions

As individuals, we each have a unique approach to investing. Yet many of us are not aware of how our behaviour can affect our financial goals…
Download

How emotional wellbeing can help us make good decisions

It is important that we allow ourselves to flourish first (obtain high levels of well-being) to remove fear of how our investments will flourish…
Download

The benefits of diversification for Investors

This guide shows the benefits of diversification for investors, by looking back at asset performance over time.
Download

Understanding the impact of currency risk

Exposure to foreign exchange movements goes with the territory, read this guide to understand the impact of currency risk.
Download

The route to your goal is not a straight line

While we know that many people find it reassuring to be informed and regularly review the value of their investments, the most important thing is how your investments meet your needs and goals.
Download