Dynamic Planner Annual Conference 2022

In London. And Online. Unmissable

Wed 2 Feb 2022

9am – 5pm

Register Now

Dynamic Planner Annual Conference 2022

We are back for the 10th Dynamic Planner Annual Conference. The acclaimed highlight of the events calendar will be an unmissable day. Featuring the very latest in industry innovation and cutting-edge developments in financial planning, collaborate, connect and inspire. And this year, we’re offering you a choice in how to attend.

Our first-ever Virtual Conference in 2021 proved a huge hit with you, and 2022 will be another first: our inaugural hybrid Conference. We’ll be live at the IET’s fantastic Savoy Place venue for those who want to experience the buzz in person. Alternatively, you can join us online like last year and connect virtually across the UK and beyond.

We have limited spaces in London, and these are likely to fill up very quickly, so please reserve your space at the IET without delay. Alternatively, reserve a space for the virtual event and invite your whole team to join from the convenience of your office or home. The choice is yours. In person or online, get set for a memorable day.

Take a look at our roundup video from Conference 2020:

We can’t wait to welcome you in person

in London, or virtually, next February.

What can you expect on the day?

The Dynamic Planner Conference is all about connecting, and our 10th edition will be no different. Whether you opt for face-to-face or virtual, this is your chance to hear from leading industry experts providing valuable insights on retail investment services and financial planning technology. From hybrid working, to regulatory challenges, to delighting your customer: come along, engage and share in a day quite like no other. 

We have a packed agenda on the day, which will include:

  • Keynote from Adam Shaw: our Conference host, business TV presenter Adam Shaw, gives his unique perspective on politics and the economy
  • The future of financial planning technology: CEO Ben Goss and guests explore the latest technological advancements from Dynamic Planner
  • Adviser Panel Debate: your peers in the industry discuss the challenges and opportunities for advice firms in the months ahead
  • The CIO Panel Debate: hear the UK’s top Chief Investment Officers from leading investment houses discuss the burning issues of 2022 retail investing
  • Keynote Speech: our fantastic guest speaker will round off the day – definitely one not to be missed!

Agenda

Time Session Overview
9.15am – 9.25am Welcome – With Yasmina Siadatan, Sales & Marketing Director, Dynamic Planner A warm welcome back to live conferences from us to you
9.25am – 9.45am Keynote – With Adam Shaw, business journalist & television presenter The BBC and ITV presenter provides his views on the economy and politics
9.45am – 10.55am Keynote – With Ben Goss, CEO, Dynamic Planner & Guests Unveiling a series of industry-beating technological advancements from Dynamic Planner
11:00am – 11.15am Coffee & networking
11.20am – 12.20pm Breakout session – With Conference Partners Fascinating and insightful content from Dynamic Planner Partners
12.20pm – 1.20pm Lunch & networking
1.20pm – 1.50pm Panel debate – With Financial Advisers Hear from advisers like you on how they are driving efficiencies, maintaining suitability and demonstrating value
1.55pm – 2.55pm Breakout session – With Conference Partners Fascinating and insightful content from Dynamic Planner Partners
3:00pm – 3.15pm Coffee & networking
3.20pm – 4:00pm Panel debate – With Chief Investment Officers The UK’s top CIOs discuss the burning issues of global investing in 2022
4:00pm – 4.30pm Keynote speech Our very special guest with a presentation not to be missed
4.30pm – 4.50pm Close – With Ben Goss, CEO, Dynamic Planner
4.50pm Onwards Drinks & networking

We can’t wait to welcome you in person

in London, or virtually, next February.

What did the attendees say about our 2021 virtual conference?

“If it was a face-to-face Conference, I would have stood up and given Ben and his team a standing ovation.”

“I found the whole thing engaging, I thought I would have switched off and left hours ago. What a truly well designed and packaged conference.”

“Thank you Dynamic Planner for hosting such a great event. I am very excited to attend the next one.”

“Today was a great event and one that I am very excited to attend again! I would say the panel discussions were the highlights for me. They gave some great insights and it was really engaging to listen to others views!”

“This was by far and away the most professional CPD that I have attended since the beginning of lockdown last year. It was a great day and I got a lot out of it. My congratulations and thanks to all involved.”

“It was THE best virtual conference of the pandemic, or perhaps ever! And what a session on ESG. The best I’ve seen on the subject by a country mile.”

Previous speakers

Naomi English

Managing Director, ESG Product Strategy, MSCI

Gerd Leonherd

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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