Markets react, strategy endures: Iran, two weeks in
A conflict without a clear endgame It has been two weeks since the beginning of the joint US-Israel action in Iran, and there is as yet no clear end in sight, nor any coherent articulation of what the objectives and endgame of this action are. The retaliation from Iran and its proxies has been […]
Give to Gain: Celebrating International Women’s Day at Dynamic Planner
At Dynamic Planner, International Women’s Day is more than a date in the calendar; it’s a chance to reflect on the impact and ethos of ‘Give to Gain,’ a campaign which ‘emphasises the power of reciprocity and support’ as it resonates with the women driving our organisation forward. This year, we shine a spotlight […]
Study shows where advice can help elevate women’s financial wellbeing
Dynamic Planner, the UK’s leading digital advice platform, has analysed the data from 9000 Financial Wellbeing and Attitude to Risk Questionnaires*, to reveal insightful and actionable findings ahead of International Women’s Day. With research consistently showing that women, on average, have less exposure to financial education and investing opportunities, a self-reinforcing cycle can be […]
International Women’s Day — Honouring 300 Years of Women Shaping Finance
This International Women’s Day, we celebrate the women whose leadership continues to shape UK fintech and recognise a powerful truth: women have been building and influencing our financial system for more than 300 years. Long before formal titles or access to institutions existed, women were already financial advisers, investors and market participants. In fact, […]
Escalation in the Middle East
What advisers need to know The joint US-Israeli military campaign launched against Iran on 28 February 2026 represents one of the most consequential ruptures in Middle Eastern geopolitics since the 2003 invasion of Iraq. Remarkably, it is the second such assault in less than nine months: the June 2025 twelve-day war, which included American […]
Benchmark Asset Allocation: week ending 20 February 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Benchmark Asset Allocation: week ending 13 February 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale.
Today at its annual conference entitled ‘Unlocking Trusted Advice’ Dynamic Planner set out its vision for closing the advice gap within firms and by extension across the UK. Dynamic Planner announced a series of powerful AI, engagement and data upgrades to its digital advice platform all focused on freeing advisers to spend their time building […]
Benchmark Asset Allocation: week ending 06 February 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Benchmark Asset Allocation: week ending 30 January 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Benchmark Asset Allocation: week ending 16 January 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Benchmark Asset Allocation: week ending 9 January 2026
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Benchmark Asset Allocation: week ending 19 December 2025
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Dynamic Planner becomes first integration partner to go live with Standard Life bulk valuation service
Dynamic Planner, the UK’s leading digital advice platform, is the inaugural integration partner for Standard Life’s bulk valuation service. The integration with Dynamic Planner also builds on Standard Life’s direct valuation service for advisers. The new service gives Dynamic Planner customers broader and more regular valuation coverage for their firms and end clients. The current […]
Technology unlocks trusted advice at scale in 2026
Ben Goss, CEO of Dynamic Planner, the UK’s leading digital advice platform has shared five predictions for 2026 – a year in which he believes free-flowing data, trusted AI and mobile adoption will drive a generational shift in access to financial advice and support: Systems connect and open up: The Data Act 2025 provides […]
Benchmark Asset Allocation: week ending 12 December 2025
Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss […]
Isio MPS portfolios now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk profiled investment universe. The Isio MPS range was launched in April 2025 and provides access to co-created funds, founder share classes and alternative assets not typically found in MPS portfolios. At the heart of the approach, […]
One in two people would use targeted support if available
Dynamic Planner publishes consumer study into targeted support in conjunction with humans & money Younger people with medium risk levels and lower levels of wealth are most likely to use targeted support The main barrier currently stopping 1 in 3 people accessing financial advice is cost Dynamic Planner, the UK’s leading digital advice platform, […]