‘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 […]

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 […]

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 […]

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 […]

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 […]

[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, […]

The November update from Dynamic Planners’ very own, Joshua Knight

Speculate to accumulate – very nearly all of us must do it with our pensions and investments

Dynamic Planner Proposition Director Chris Jones talks about client understanding

[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] Dynamic Planner set to explore client understanding at Personal Finance Society regional events   Chris Jones, Dynamic Planner Proposition Director will speak at all events Focus will be on helping advice firms […]

Risk Profiling “Dynamic Planner’s Risk Profiling process works well,” said Dean Mullaly, of Mark Dean Wealth Management in London. “Yes, it’s longer than others, but I think it needs to be, in this day and age. It is good because it assesses also a client’s investor experience and their capacity for loss, so it gives […]

[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] Saving time and increasing efficiencies is fundamental to ensuring your firm is profitable and sustainable as a business moving forward today.   But how do you accomplish that without cutting corners and […]

Behavioural finance and big data – how our new Knowledge Transfer Partnership will help ensure suitable investments and advice for all We are living through the 4th industrial revolution and the related revolution in behavioural science. Over the coming years there is not a profession that will be untouched by the combination of big data […]

Dynamic Planner and Henley Business School launch cutting edge government-sponsored behavioural science initiative Aims to help the industry better understand investor attitude to financial risk and improve investor outcomes by preventing detrimental actions Government-supported work will future proof the investment industry 19 September 2019:  Dynamic Planner and Henley Business School* are set to embark on […]

We are passionate that the reports that Dynamic Planner helps you create, show you in the best possible light with clients. As such, we’ve made a number of small improvements, which are all live now, to the formatting, layout and wording of the Client Review report to help ensure that you generate a report you […]

Over the past few weeks at Dynamic Planner, we have been working to make the Client Review process smoother and more engaging for your clients. Resuming report editing The review report editing process has been updated, allowing you to resume a previous session where you last left off. For example, now you can configure and […]

Read time: 1min 45sec It’s been a busy month following the launch of Dynamic Planner Elements and our new Client Review process. We’ve received a lot of great feedback based on your first few reports and we’re continuing to make improvements and enhancements to the process moving forward. You might notice that changes occur more […]

Read time: 5min Something nearly always has to give in life. Unfortunately, for UK advice firms in the wake of increasing industry regulation, it appears to be their profit. “We speak to firms all the time and anecdotally we hear that the demand for their services has never been greater and that they are doing […]