Dynamic Planner Annual Conference 2022

Online and unmissable

Wed 2 Feb 2022 11am – 4pm

What happened on the day?

Our Annual Conference is all about connecting and engaging, and our 10th edition this February was no different. Delegates had the opportunity to hear from industry experts sharing their insights on retail investment services and financial planning technology. From hybrid working and regulatory challenges, to delighting your customer: once again advisers from across the industry came, engaged and shared in a unique day in the industry calendar.

We had a packed agenda on the day, which included:

  • Keynote from Adam Shaw: our Conference host, business TV presenter Adam Shaw, gave his unique perspective on politics and the economy
  • The future of financial planning technology: CEO Ben Goss explored the latest technological advancements from Dynamic Planner
  • Adviser Panel Debate: your peers in the industry discussed the challenges and opportunities for advice firms in the months ahead
  • The CIO Panel Debate: the UK’s top Chief Investment Officers from leading investment houses discussed the burning issues of 2022 retail investing
  • Keynote Speech: Rt Hon Lord Deben, our fantastic guest speaker rounded off the day with his passionate speech on sustainability

10th Dynamic Planner Annual Conference Materials

In 2022 we successfully ran our 2nd virtual conference, below you can find the recorded sessions:

Keynote from Adam Shaw British Business Journalist and Presenter for the BBC and ITV

Adam talks to us about his views on the economy and politics through the eyes of a broadcast journalist

The future of financial planning technology has arrived; The Dynamic Planner big reveal from CEO Ben Goss

Ben Goss unveils a series of industry beating technological advancements delivered live from Dynamic Planner

Panel debate – With Financial Advisers 

A panel debate with financial advisers representing the full spectrum of firms today. What is their experience in 2022? Their challenges? And their successes?

Panel debate – With Chief Investment Officers

A Dynamic Planner Conference highlight. Hear from top CIO’s, sharing their views on the very latest in investments and markets in 2022.

Keynote – With Rt Hon Lord Deben, Chairman, Committee on Climate Change

A passionate advocate for the power of financial services to drive transformational change in the world today. Powerful insight from a key figure and industry expert.

What did the attendees say about our 2022 virtual conference?

“I thought the whole event was exceptionally well organised, very interesting and extremely topical. The CIO sessions I found particularly useful given the current market volatility!”

“The update on the progress being made by Dynamic Planner was fantastic. I thought it was a good line-up of presenters and they covered some very topical areas which I found of interest.”

“The CIO was great, with everything that is going on in the world at the moment along with rapid changes in industry, it was good to see and hear others opinions/forecasts for the future.”

“Very insightful conference. I look forward to future developments from Dynamic Planner”

“Great conference - thanks for asking us to be a part of it! Looking forward to next year!”

“Great presenters, well done to Adam Shaw for keeping things moving along at pace”

Previous speakers

Naomi English
Managing Director, ESG Product Strategy, MSCI

Gerd Leonhard
Author, Futurist & Humanist, CEO The Futures Agency

Adam Shaw
Business Journalist and Presenter

Debbie Gupta
Director of Life Insurance and Financial Advice, FCA

Alastair Campbell Communicator, Writer, Strategist

Alastair Campbell
Communicator, Writer, Strategist

Simon Jack
BBC Business Editor

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