Dynamic Planner Conference




The sixth Dynamic Planner Annual Conference is on 31 January 2018 at the IET (Institution of Engineering and Technology) in Savoy Place, London. The 2018 Conference is titled, ‘Transform the Way Clients See You’ and is the showcase occasion in the Dynamic Planner calendar.

Members from across the financial service community can look forward to gathering alongside respected keynote speakers, which in 2018 are headlined by Alastair Campbell, formerly Director of Communications of then Prime Minister Tony Blair. Speakers also include Dynamic Planner CEO Ben Goss, BBC Business Editor Simon Jack and Nic Coward, former General Secretary of football’s Premier League. A thought-provoking conference of compelling opinion and incisive analysis awaits delegates.

This year, the Dynamic Planner Annual Conference promises to be even more interactive and allow delegates to democratically have a say in how Dynamic Planner develops in 2018. Delegates will be able to watch three members of the Dynamic Planner Executive Team pitch to a panel of IFAs in a fiercely fought Dragons’ Den-style challenge.

Delegates will vote for their favourite and also be able to ask questions from the floor during the pitching process. Pitches will each focus on an integral element of the Dynamic Planner investment process. The winning pitch will be introduced for users into Dynamic Planner later in 2018.

Registration kicks off from 8.30am before delegates gather for an introductory keynote from the day’s host Simon Jack, ‘The State of the UK Economy in a Transformative Era’. Simon will then chair what promises to be a hugely informative and revealing CIO Panel Debate, ‘Global Markets and Asset Allocation in a Changing World’.

Simon will be joined on stage by five Chief Investment Officers and Heads of Asset Allocation – Marcus Brooks from Schroders, Emeil van den Heiligenberg representing Legal & General Investment Management, Guy Monson of Sarasin & Partners, Dynamic Planner’s Chris Fleming, and finally Bill McQuaker of Fidelity International.

James Smith – Dynamic Planner’s Head of Intermediary Account Management – will speak on significant enhancements to Dynamic Planner’s risk profiling and investment process. As MiFID II is implemented in 2018, ensuring suitability, initially and on an ongoing basis, becomes even more important. James demonstrates the latest developments before Nic Coward’s keynote, ‘Transforming the Premier League with Tech’ at 2pm.

Delegates of course will enjoy access to unique networking opportunities throughout the event with valuable new contacts and established colleagues – and there will be challenging breakout sessions punctuating the day’s agenda from the 2018 Annual Conference’s sponsors: Aviva Investors, Aviva Platform, BNY Mellon, Canada Life, Carmignac, Fidelity International, Investec, Legal & General Investment Management, Sarasin & Partners, Schroders, Seven Investment Management, Smith & Williamson, Threadneedle and Zurich.

Dynamic Planner CEO Ben Goss will deliver the 2018 Conference’s eponymous keynote, ‘Transform the Way Clients See You’ before Alastair Campbell takes to the stage after 4pm for his keynote and one not to be missed, ‘Getting Behind Brexit is Impossible’.

Ben and Alastair will then share the spotlight ‘In Conversation’ and take questions from the floor and delegates in the day’s climax. Drinks can then be enjoyed over sociable conversation and thoughts of what has been discussed and dissected during the 2018 Conference. It promises to be a fitting conclusion to a marquee date in your calendar.


Time Session
08:30 - 09:15 Registration & breakfast
09:15 - 09:30 Keynote: The State of the UK Economy in a Transformative Era, hosted by Simon Jack, BBC Business Editor
09:30 - 10:30 The CIO Panel Debate: Global Markets and Asset Allocation in a Changing World Simon Jack chairs a conversation with Chief Investment Officers and Heads of Asset Allocation from Dynamic Planner, Fidelity International, Legal & General Investment Management, Sarasin & Partners and Schroders
10:30 - 10:50 Tea & Coffee
10:50 - 11:50 Breakout with Investment Experts - Part 1
11:55 - 12:25 Head of Client Success Dynamic Planner James Smith on significant enhancements to Dynamic Planner’s risk profiling and investment process. As MiFID II is implemented in 2018, ensuring suitability, initially and on an ongoing basis, becomes even more important. James demonstrates the latest developments.
12:30 - 13:10 ‘Dragons’ Den’: An Interactive Session on Your Investment Process. Watch Ben Goss CEO Dynamic Planner, David Wadsworth Chief Operating Officer Dynamic Planner and Chris Fleming Financial Analytics Director Dynamic Planner pitch on parts of the Dynamic Planner investment process to a panel of IFA ‘Dragons’. Vote for your favourite, which will then be introduced for users into Dynamic Planner
13:10 - 14:00 Lunch
14:00 - 14:30 Keynote: Transforming Premier League Football with Tech, by Nic Coward, Former General Secretary Premier League Football
14:35 - 15:35 Breakout with Investment Experts - Part 2
15:35 - 15: 50 Tea & Coffee
15:50 - 16:20 Keynote: Transform the Way Clients See You, by Ben Goss, CEO Dynamic Planner
16:20 - 16:45 Keynote: Getting Behind Brexit is Impossible, by Alastair Campbell
16:45 - 17:15 In conversation with Ben Goss and Alastair Campbell
17:15 - Late Drinks - Networking and connect over refreshments

Keynote Speakers


Alastair Campbell

Alastair Campbell is a writer, communicator and strategist best known for his time as former Prime Minister Tony Blair’s spokesperson, Press Secretary and Director of Communications. Today, Alastair splits his time between writing, speaking, charity work and consultancy.

He has prolifically written 14 books in the past 10 years, including eight volumes of diaries, four novels, a personal memoir on depression and the pursuit of happiness, and Winners and How They Succeed, a number one best-selling analysis of what it takes to win in politics, business and sport.

Alastair entered journalism early in his career and became The Mirror newspaper’s Political Editor and chief political columnist. He became Tony Blair’s Press Secretary and is credited by the former PM as coining the phrase ‘New Labour’. He went on to help orchestrate three successive general election victories for Labour under Blair in 1997, 2001 and 2005.

In recent years, Alastair has become increasingly involved with mental health charities and causes, speaking frankly about his own experience of depression, psychosis and addiction, and of his brother Donald’s lifelong struggle with schizophrenia.

Alastair is an ambassador for the Time to Change campaign to raise awareness about mental illness, a patron of Maytree, the country’s only charity for the suicidal and of Kidstime, which supports children of mentally ill parents. He co-founded the all-party campaign, Equality4MentalHealth, credited in Parliament by then Chancellor George Osborne with securing an extra £600m for mental health services. He is based in London and supports Burnley Football Club passionately.


Nic Coward, Former-Premier League General Secretary

Nic Coward has 20 years’ experience at the highest levels of sport, at home and also abroad. From 2011-15, he was General Secretary of football’s Premier League, one of the richest and most viewed competitions in the world.

Previously, he spent four years as Chief Executive of the British Horseracing Authority, the governing body of one of the UK’s biggest spectator sports and a £10bn a year betting product.

Nic is a law graduate and qualified solicitor. He joined English football’s governing body, the Football Association as its first in-house legal counsel. Eight years at the FA followed when he was twice interim Chief Executive and a director of Wembley Stadium. Today, Nic advises on a wide range of sport businesses and is chairman of the England Golf Partnership.

Abroad, Nic has been a board member of the International Federation of Horseracing Authorities and of the European Professional Football Leagues. He was also a member of the UEFA Professional Football Strategy Council.


Ben Goss, Dynamic Planner CEO

Ben Goss is CEO of Dynamic Planner, UK financial advisers’ most widely used risk profiling and investment process. Dynamic Planner envisions a world in which suitable investments and advice are accessible to all, and in which customers can achieve life goals at a risk that is right for them. Its mission is to be advisers’ first choice for ensuring investment suitability for customers.

Ben is an award-winning entrepreneur, with more than 20 pioneering years’ experience at the forefront of financial services. As the Internet was taking off, he was a strategy consultant for PricewaterhouseCoopers (PwC). In 1998, along with two co-founders, he left PwC, qualified as a financial adviser and founded Sort, the UK’s first online investment adviser.

Sort took off, delivering regulated advice to more than 1,000 people a day before being sold to the largest online adviser in the US in 2000. Ben co-founded Dynamic Planner in 2003 to apply the lessons he had learned about how FinTech can be used to support high quality investment advice.

He studied at the University of Bradford in the UK and Indiana University in the US where he was a MacArthur Foundation Scholar. Ben is the author of Catching the FinTech Wave, a guide to adopting FinTech and transforming your financial planning business.


Simon Jack, BBC Business Editor

Simon Jack is an experienced business journalist and the Business Editor for the BBC. The Oxford university graduate has been BBC Breakfast’s Business Correspondent and worked on BBC Radio 4’s Today programme.

Prior to entering journalism and joining the BBC in 2004, Simon spent a decade as a corporate and investment banker in London, New York and Bermuda. He has since further appeared on BBC Radio 5 Live’s Wake Up to Money and presented business and financial podcasts for the Daily Telegraph.

Simon has presented business news on the BBC’s One O’Clock, Six O’Clock and Ten O’Clock News. During the banking crisis in 2008, he covered stories on the federal takeover of Fannie Mae and Freddie Mac, the bankruptcy of Lehman Brothers, the bailout of AIG and the Lloyds TSB takeover of HBOS.

In 2015, Simon appeared on BBC Panorama reporting on survivors of suicide. Simon’s own father committed suicide aged 44. On Panorama, Simon investigated why middle-aged men kill themselves more than any other group.


James Smith, Dynamic Planner Head of Intermediary Account Management

James Smith joined Dynamic Planner in 2015 and heads up the Client Success team, with the key remit of strengthening relationships with clients. The team focus on account management, including all training and ensuring users are able to fully embed Dynamic Planner within their client service proposition. Prior to Dynamic Planner, James worked for AXA Wealth as a Key Account Development Manager.

He is a chartered financial planner and has worked in the financial service sector for more than 25 years. He brings a wealth of experience to businesses he has been part of and holds the ACII, IMC and FPFS qualifications. He is a regular speaker at seminars.

His further specialities include retirement income planning, investment solutions, business consultancy and holistic financial planning. James worked for 12 years in the fast-moving platform market, assisting financial advice firms in driving efficiencies through business transformation.

CIO Debate Panellists

Marcus Brookes, Schroders Head of Multi-Manager

Marcus Brookes joined Schroders in 2013 and is based in London. He leads Schroders’ Multi-Manager investment team, who manage and advise upon multi-asset, multi-manager solutions, including the diversity range of funds.

Marcus was previously the Head of Multi-Manager at Cazenove Capital for five years from 2008-13 before it was acquired by Schroders in 2013. He completed a master’s degree in investment analysis at the University of Stirling after completing his bachelor’s degree in economics at the University of Greenwich. From 2003-07, Marcus was the Deputy Head of Multi-Manager at Gartmore Investment Management. The position involved developing a new investment strategy, creating a new product range and managing assets raised.

Further, he was a Fund Manager, Multi-Manager at Rothschild Asset Management from 2001-03, which involved him managing the Five Arrows wealth management service, the largest of its kind in the UK at the time.

Chris Fleming, Dynamic Planner Financial Analytics Director

Chris Fleming joined Dynamic Planner as Financial Analytics Director in 2012, bringing with him huge experience from a career in the financial services industry. Chris has experience of both the UK retail and institutional markets, and a deep understanding of the challenges currently faced across wealth and asset management industries.

Prior to Dynamic Planner, Chris spent seven successful years as an investment consultant with Aon Hewitt in London. There, he worked on pension schemes totalling between £50m – £3bn in value. He advised on an array of investment needs, predominately to trustees of final salary schemes and defined contribution pension arrangements.

Chris intrinsically understands broader challenges faced today in investment markets and, prior to Aon Hewitt, worked in London for four years as a Business Analyst with Deutsche Asset Management. Chris has added background in team management and customer relationships, and is a mathematics graduate from the University of Canterbury, New Zealand. He is a CFA charterholder.

Emiel van den Heiligenberg, Legal & General Investment Management Head of Asset Allocation

Emiel joined Legal & General in August 2013 with responsibility for asset allocation strategy and macro research. Prior to joining, Emiel was Chief Investment Officer of the Multi-Asset Solutions Group at BNP Paribas Investment Partners.

There, he was responsible for managing a range of multi-asset strategies including absolute return, diversified growth funds, LDI and fiduciary, balanced mandates and multi-manager mandates. Emiel joined the asset allocation team at Fortis Investment (now BNP Paribas) in 2000 as a strategist and portfolio manager, becoming head of the team in 2002.

Prior to BNP Paribas, he worked as a portfolio manager at ING Investment Management, joining the company after working as a policy adviser in the Dutch Ministry of Finance. Emiel graduated from Tilburg University, the Netherlands with a master’s degree in economics.

Bill McQuaker, Fidelity International Portfolio Manager

Bill McQuaker joined Fidelity International in October 2016. He has more than three decades of investment experience, having previously worked with Henderson Global Investors, where he was Head of Multi-Asset and spent more than a decade. At Fidelity International, Bill is integral to its multi-asset team, who oversee management of almost £30bn in assets.

Previously, Bill worked for nine years at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour and substantial experience in managing multi-asset investment strategies to deliver specific outcomes for clients. He read business studies at the University of Edinburgh.

Guy Monson, Sarasin & Partners Chief Investment Officer

Guy Monson has more than 30 years’ investment experience and has been with Sarasin & Partners since 1984. A pioneer of the use of thematic investment, Guy manages Sarasin’s global equity portfolios and the Sarasin Global Opportunities fund, as well as leading the firm’s investment strategy.


Guy’s main focus is on macroeconomic sentiment and global equities. He co-manages Sarasin’s global equity income strategies for institutional and retail clients. In 1988, he became manager of Sarasin’s flagship GlobalSar family of balanced investment funds, winning awards for investment performance and risk profile.


Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. Among other responsibilities he is a Trustee of the Invictus Games Foundation and Chatsworth House, and is a member of the London School of Economics Ideas Board.





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