Thank you to everyone – to delegates, our clients, new and prospective; our partners for their fantastic support; and all of our speakers and panellists – involved in our 2020 Annual Conference in Manchester and London. Such a collaborative effort ensured this year’s Conferences were memorable, rich, rewarding and hugely valuable.
Key issues raised and debated included cash flow planning, US-China trade wars, the coronavirus, sustainable investing, annual client reviews, suitability from the regulator, DB pension transfers – the list goes on. Let the countdown to 2021 begin.
Tuesday 28th January
Hilton Manchester Deansgate
Wednesday 5th February
IET: Savoy Place, London
Agenda
| 08:30 – 09:05 | Registration, breakfast, network and liaise with experts |
| 09:10 – 09:20 | Opening by Yasmina Siadatan, Dynamic Planner Marketing Director |
| 09:20 – 09:45 | Keynote – Simon Jack, BBC Business Editor, ‘Insider View of the UK Economy’ UK politics and economic update 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, ‘Transforming the way clients see you – how to transform your client relationships and your business with the latest in risk based financial planning’ Our leader and an industry inspiration; what’s in store for the future of your firm? |
| 10:35 – 10:50 | Refreshments, network and liaise with experts |
| 10:55 – 11:55 | CIO Panel Debate, chaired by Simon Jack – ‘Brexit and the Global Markets’. Panellists are UK’s top Chief Investment Officers Always widely anticipated, some of the best investment minds on the biggest asset allocation issues facing global markets |
| 12:00 – 13:00 | Breakout Sessions – with expert asset managers |
| 13:05 – 14:05 | Lunch, network and liaise with experts |
| 14:10 – 14:50 | Adviser Panel Debate – ‘Annual reviews – what are clients saying?’ Hear from your peers on how the Dynamic Planner Elements review process is helping transform the annual review for clients and the value they gain from their advised relationship |
| 14:55 – 15:55 | Breakout Sessions – with expert asset managers |
| 16:00 – 16:15 | Refreshments, network and liaise with experts |
| 16:20 – 16:40 | Keynote – Chris Jones, Dynamic Planner Proposition Director, ‘Why cash flow is so vital to your clients’ financial plans, particularly for those approaching, at or in retirement?’ Hear from Chris Jones on risk-based cash flow planning |
| 16:40 – 17:10 | (London Conference) Keynote – Debbie Gupta, FCA Director of Life Insurance and Financial Advice Supervision [Keynote title tbc] |
| 16:40 – 17:10 | (Manchester Conference) ESG: The Big Debate – ‘Demand, measure, perform’ Hot topics from industry experts on sustainable retail investing, chaired by Simon Jack |
| 17:10 – 17:15 | Closing remarks for the day |
Informative, revealing, funny, sociable, enjoyable, CPD qualifying and free for you and colleagues at your firm to attend.
The Dynamic Planner Annual Conference, entering its ninth year in 2021, has become a stand-out fixture in the financial advice events calendar. Held in Manchester and in London, the events reach hundreds of advice professionals throughout the industry, alongside leading asset manager partners to ensure a rich day of content, opinion and exclusive news and announcements.
Delegates each receive approximately 5hr 30min of qualifying CPD, while breakfast, lunch and post-Conference drinks are all included against the backdrop of the best and most iconic settings in both host cities. Keep an eye out for invites and latest information later this year.
2019 conference highlights
"It is the first I have heard of Dynamic Planner and it seems an interesting service. Thank you for planting a tree for my participation!"
Conference Attendee 2020
"Very much enjoyed Simon Jack’s keynote and was useful to hear thoughts of CIO Panel. The exhibition stalls during breaks were very useful to visit. Great to meet various providers"
Conference Attendee 2020
"I really liked the update from CEO Ben Goss. Exciting to see the future and how it can fit into our business”
Conference Attendee 2020
Previous Speakers
Kay Swinburne
MEP for Wales
Simon Jack
BBC Business Editor
Imran Gulamhuseinwala OBE
Global FinTech Leader, EY
Alastair Campbell
Communicator, Writer, Strategist
Yasmina Siadatan
Marketing Director, Dynamic Planner
Nic Coward
Ex-General Secretary Premier League Football
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