Dynamic Planner Updates: March 2020

This month, we can announce a new feature within the client review process to help you and your firm in more turbulent market times. We have updated our review report template to provide space for your firm’s own market commentary. This provides you with space in the report to outline prevailing market conditions for your […]

‘What keeps a fund manager awake at night?’ – 6 Chief Investment Officers debate 7 key issues impacting global markets today

The Chief Investment Officer Panel – where leading UK fund managers debate the big issues of the day – is always a real draw at Dynamic Planner’s Annual Conference. This year was certainly no different. On 5 February, fittingly amidst the history and heritage of the IET in London, six CIO’s, or their equivalents, gathered […]

Jim Henning - Head of Investment Services

2020 trade deals: The new growth policy lever?

Dynamic Planner Investment Committee – Q1 2020 Update Global growth levels were muted for 2019, but forecasts are for a modest pick-up in 2020 for the G7 economies. The US still stands out among the advanced economies, given the current full employment and strong retail sales growth. With 2020 being an election year, there have […]

“Dynamic Planner’s Client Review has revolutionised my service for clients. I’m really proud of what we’re doing now”

Annual suitability reviews for clients are today being delivered by advice firms against a backdrop of greater fee transparency and more volatile markets than was typical in the long bull run following the global financial crisis. As a result, firms have come under pressure to deliver reviews – very often representing their core income – […]

The importance of fact finds: Go beyond the client’s words, urges the FCA’s Debbie Gupta

The FCA’s Debbie Gupta delivered an impassioned and heartfelt keynote at the climax of Dynamic Planner’s 2020 Annual Conference, at the IET in London. The industry regulator’s Director of Life Insurance and Financial Advice Supervision presented to delegates for approximately 20 minutes before opening things up and taking questions from the audience. Debbie was relaxed […]

Dynamic Planner Updates: February 2020

We’ve had a great start to the new year with our Annual Conferences in Manchester and London and multiple product announcements to keep us busy! Alongside developing all these new services, we’re continuing to develop and evolve our current features. One common theme across all new areas of Dynamic Planner is the quality and presentation […]

Jim Henning - Head of Investment Services

How can industry react to rising tide of interest in sustainable investments?

By Jim Henning, Head of Investment Services As we started 2020, it wasn’t long before further disturbing news about climate change grabbed the headlines – the wildfires raging in Australia; the last 10 years in the UK being the second hottest in the past 100 years; and Mark Carney’s – the outgoing Governor of the […]

Transforming your firm’s client relationships in 2020

At the heart of any successful business are great client relationships, which is why I want to share with you some of the amazing successes firms are having with Dynamic Planner – using it to take engagement with their clients to the next level, while removing huge amounts of time, cost and risk in the […]

Financial advisers applauding at the Dynamic Planner conference

Dynamic Planner unveils 2020 plans at Annual Conference

28 January 2020: Dynamic Planner’s multi-million pound Elements upgrade programme is on track to deliver one system covering all financial planning needs for a firm. It includes; risk profiling and reviews, whole of market product, platform and DFM research, alongside independent investment research and an upgraded cash flow module. Firms will no longer need to […]

Dynamic Planner launches service for Decumulation Funds

24 January 2020: Dynamic Planner is set to launch a unique addition to the growing market for decumulation solutions, the Dynamic Planner Risk Managed Decumulation (RMD) Service. Advisers and ultimately their clients will soon be able to quickly and fairly compare decumulation investment solutions, helping guard against unwelcome surprises in future annual reviews. Chris Jones, […]

Dynamic Planner Analyst

Dynamic Planner grows fund offering with addition of FE Investments portfolios

FE Investments – the investment arm of FE fundinfo – has partnered with Dynamic Planner to risk profile its four ranges of managed portfolios. Dynamic Planner will ensure the portfolios – called Hybrid, Responsibly Managed, Income and Mosaic – match the end investor’s agreed risk mandate to enable advisers to meet and exceed the regulator’s […]

CEO Ben Goss: What does 2020 hold in store for the advice industry?

In this blog our CEO Ben Goss outlines below what he believes will be the most transformative issues facing the advice industry in 2020. 1. Sustainability becomes part of the suitability conversation Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment pools in […]

10 good things: What happened in the industry in 2019 – and what will happen in 2020?

‘What is one good thing which happened in financial services and markets in 2019? And what are you most looking forward to happening in 2020?’ We put the questions to experts on our Asset & Risk Modelling team and also our CEO, for their personal thoughts   In my opinion, the best thing to happen […]

Dynamic Planner Updates: December 2019

It has only been a few weeks since our last Updates post – but, already, Dynamic Planner is looking a little different! First, as you may have seen in the industry press and across on our blog, we have launched a new range of multi asset indexes in partnership with MSCI. Currently, investors and advisers […]

A Dynamic Planner talking to an Independent Financial Adviser

You knocked me off my feet’ – The true value of great customer support

Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem. It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It […]

At the heart of high-quality investment advice is helping your clients achieve what’s important to them at a risk that they are willing and able to take.

Dynamic Planner partners with giant MSCI to launch industry-first benchmarks

Dynamic Planner has launched a new range of Multi-Asset Indexes in partnership with MSCI – to transform the ability of investors and advisers to compare and understand the performance and risk profiles of funds and portfolios. Currently, investors and advisers are faced with a multitude of benchmarks self-selected by fund managers. The absence of a […]

Dynamic Planner Analyst

Refining your fund research: How do you best invest your time?

Demonstrating the real value you add, as a professional advice firm, to clients is naturally something you are consistently keen to achieve. As their portfolios grow under your management, so do the fees they pay you. There are many ways in which you and your firm can and will successfully already do that. Professional, personalised […]

Clients in drawdown: Three keys to maximising returns

[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Drawing down from capital is inevitable for nearly all of us once we are in retirement. According to the industry regulator, the FCA, the average UK pension pot entering drawdown is £123,000, […]

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