Has it ever been more vital to accurately risk profile a client? 2022 markets shocks were described by the Bank of England as ‘almost unprecedented’. Inflation hit a 40-year high. And in 2023, a raised Consumer Duty bar for client outcomes.
The FCA has long warned that failing to match the risk a client is willing and able to take, with the risk of a recommended solution, is a leading reason behind unsuitable advice. Accurate risk profiling has always been a keystone of a client’s financial plan.
Dynamic Planner is home to the UK’s leading client profiling process, which has been trusted by firms to successfully support more than one million UK investors post-RDR. Rigorously underpinned by behavioural science and the study of human behaviour, it unlocks access to the deepest insight into a client’s risk and sustainability profile.