Live and In Person around the UK, May – June 2022

Spring Roadshows 2022

Spring 2022 Roadshows have finished this year, check back soon for our Autumn dates

We have loved staying connected with you virtually these last two years. But, as your clients tell you, sometimes there is simply no substitute for meeting face-to-face. Conversation and the valuable relationships which spark from it. Lively debate. Collaboration. A sense of community and genuine belonging to a profession we are all proud to be part of. After two years, it was great to see you again at our first face-to-face events since Covid, our Spring 2022 Roadshows.

Choose a different support topic

Select one of the eight support topics or scroll down to our “getting started” section or our latest live webinar listings.

Spring 2022 Roadshows agenda

  • Inflation and its rising risk.
  • PROD: how does your firm meet its demands?
  • Building on the electric Chief Investment Officer Panels at our Annual Conferences, there will be a special Investment Panel this spring tasked with unpicking a complex, global picture in markets in 2022. How can we expect the landscape to shift in the next 12 months?
  • And technology and financial planning systems: what are your pain points? And how can Dynamic Planner help eliminate them from your processes? We will show you.


  • 10.30 – 10.45: Cutting edge technology – Dynamic Planner today and in the future
    See how our multi-million investment in Dynamic Planner has resulted in One System for all your financial planning needs. Get the lowdown on latest developments. Plus, exciting enhancements for 2022 and beyond.
  • 10.45 – 11.30: Investment experts panel
    Experts from leading global asset managers discuss major macro-economic and geo-political themes likely to impact investors in next 12 months. What are key messages you can relay to your clients?
  • 11.40 – 12.00: Tea and coffee break
  • 12.10 – 12.35: Understanding and managing Inflation risk
    Inflation is the hot topic for many UK investors. Experts from Dynamic Planner’s Investment Services team explore the topic… alongside how using technology and the right solutions can mitigate the risks for clients.
  • 12.45 – 13.30: Lunch, exhibition
    A chance to connect and collaborate with colleagues and industry experts in our exhibition area.
  • 13.30: Afternoon session commences
  • 13.40 – 14.00: Client Access – The future of hybrid advice
    Dynamic Planner’s new ‘Client Access’ ability is designed to maximise the benefits of hybrid working, creating efficiencies for you and an engaging experience for your clients. A live demo of this game-changing software.
  • 14.00 – 14.30: PROD-proof your business – Product and Platform Research in Dynamic Planner.
    Also new to Dynamic Planner, Product and Platform research enables you to PROD-proof your business. We’ll talk through the regulatory requirements, and then show you how you can use the new functionality to complete the entire financial planning process in one, end-to-end system.
  • 14.30 – 14.45: Tea and coffee break
  • 14.45 – 15.10: Dynamic Planner ‘Show and Tell’
    Always immensely popular, we cover frequently asked questions about Dynamic Planner and walk-through key areas of the system. The perfect chance to brush up your knowledge and make full use of the system.
  • 15.10 – 15.30: Guest speaker
    Motivational and insightful content on a wide range of topics, with new speakers at each location.
  • 15.30: Close

Tram. Your new app powered by Dynamic Planner

  • Demonstrate ongoing value under Consumer Duty
  • Enable engagement with clients at scale
  • Deliver a meaningful, digital experience
  • Create capacity to grow

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