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Keep up to date with latest news, analysis and financial planning opinion by subscribing to the Dynamic Planner blog. Hear opinion and analysis from senior Dynamic Planner team members, including CEO Ben Goss, Proposition Director Chris Jones and Product Manager Josh Knight. Read guest posts from leading asset managers, offering their unique view and insight on markets and the impact for investors – your clients. And we, of course, post regularly with news of latest Dynamic Planner enhancements and data analysis, alongside the thoughts of advice firms in our rich user community. We’d love to have you on board!

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How to find joy in difficult times

by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]

International Women’s Day 2024 #InspireInclusion – What does it mean to 3 people at Dynamic Planner?

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]

The digital future of financial planning

By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]