Dynamic Planner 2020 conference branding

What can you expect at the 2020 conference?

Network with peers, learn from the experts, and meet experienced executives from platform and product providers at the UK’s most popular risk-based financial planning conference. As MIFID II and PROD continue to hinder efficiencies, come and listen to the very latest from cutting edge specialists on how to optimise your investment process.

At Conference, delegates will also have an exclusive opportunity to join an exciting new initiative and genuinely help evolve the Dynamic Planner service going forward.

Tuesday 28th January

Hilton Manchester Deansgate

Register your place for Manchester

Wednesday 5th February

IET: Savoy Place, London

Register your place for London


08:30 – 09:00 Registration and breakfast
09:20 – 09:45 Keynote – Simon Jack, BBC Business Editor, ‘Insider View of the UK Economy’
UK politics and the economy direct from Whitehall, with our favoured economic broadcaster and journalist. Will he mention the B word?
09:45 – 10:30 Keynote – Ben Goss, Dynamic Planner CEO, ‘Future Proofing Financial Planning with Technology’
Our leader and an industry inspiration; what’s in store for the future of your firm?
10:30 – 11:35 CIO Panel Debate, chaired by Simon Jack – ‘Brexit and the Global Markets’. Panellists are UK’s top Chief Investment Officers
Always widely revered, the very best minds on the biggest geopolitical issues facing our markets
11:40 – 12:40 Breakout Sessions – with asset manager partners
12:45 – 13:45 Lunch, network and ask questions
13:50 – 14:10 Panel Debate – ‘What are the Investors Saying?’ 
Hear from your peers on how Dynamic Planner is helping transform the way clients see them
14:10 – 14:30 Keynote – Chris Jones, Dynamic Planner Proposition Director, ‘How to Make Cashflow King’ 
The king of proposition on just why cashflow is so vital to your clients’ financial plans
14:35 – 15:35 Breakout Sessions – with asset manager partners
15:40 – 15:55 Refreshments
16:00 – 16:20 Keynote – ‘The Origins and Future of Financial Planning’ (Speaker tbc)
Hear from an industry expert on how our world is evolving
16:20 – 16:40 Keynote – ‘The Rise and Rise of Impact Investment’ (Speaker tbc)
You tell us ESG conversations are happening with your clients. Listen to this groundbreaking keynote on how the industry is responding
16:40 – 16:50 Closing Panel Debate, with Ben Goss, Simon Jack & Guests
Close your day and pose your questions in the hot final debate
16:50 – 16:55 Closing remarks by Yasmina Siadatan

Please note agenda and timings may be subject to change

Register your place at the 2020 conference

Educational, informative and entertaining, this fast-paced inspiring conference will power your 2020 and drive your business forward.

We see regulation as an opportunity to demonstrate your value in the client relationship, driving efficiency as a challenge to solve your administrative tasks with tech, and ensuring investment suitability as a mantra we live and breathe daily. The event is free to attend for all UK advisers, paraplanners and administrators and offers 5hr 30min of CPD with lunch and refreshments all included. Register your place. It’ll be a day to remember.

Dynamic Planner Manchester conference stage of experts

2019 conference highlights

"Very useful market commentary insight into how technology can benefit the experience and benefit my business"

London Conference Attendee 2019

"Challenged opinions and very useful sharing of knowledge. Pleased to see the Dynamic Planner developments too"

Manchester Conference Attendee 2019

“I really enjoyed the Conference. Good, broad spectrum of speakers with a good mix between investment and non-investment content”

London Conference Attendee 2019

Previous Speakers

Kay Swinburne talking at Dynamic Planner Annual Conference

Kay Swinburne

MEP for Wales


Simon Jack

BBC Business Editor

Imran Gulamhuseinwala OBE at Dynamic Planner annual conference

Imran Gulamhuseinwala OBE

Global FinTech Leader, EY

Alastair Campbell Communicator, Writer, Strategist

Alastair Campbell

Communicator, Writer, Strategist

Yasmina Siadatan tallking at Dynamic Planner Conference

Yasmina Siadatan

Marketing Director, Dynamic Planner


Nic Coward

Ex-General Secretary Premier League Football

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