Hands shaking in black and white

Dynamic Planner Teams Up with Tenet

Dynamic Planner has been selected as the best by award-winning financial adviser group Tenet to provide its members with risk profiling and asset allocation investment processes.  All Tenet appointed representatives and directly authorised clients of TenetSelect will be able to use Dynamic Planner to risk profile their clients, enjoy full, two-way integration with Intelligent Office […]

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.

Combine Attitude, Capacity and Experience

Risk profiling doesn’t start and stop with an Attitude to Risk (ATR) questionnaire. It sits within a larger process, which is carefully followed until all parties are happy with a final output. To begin with, an initial picture of a client’s ATR is evaluated. Capacity for Risk and Investor Experience are evaluated separately in Dynamic […]

Intergenerational Wealth

Making Wealth a Family Discussion

The need for intergenerational financial planning has never been greater. According to the Centre for Economics and Business Research, those in their 50s, 60s and 70s command almost 70% of all household wealth in the UK. Generation-to-generation wealth transfer is predicted to increase from £69 billion in 2017 to £115 billion by 2027. Despite this […]

Dynamic Planner 16th Anniversary

Sweet 16th for Dynamic Planner

At Dynamic Planner, we were very proud to celebrate our 16th birthday in April – and just how far we have come since our foundation in 2003. We are proud today to be the UK’s leading risk profiling and asset allocation investment process and help thousands of dedicated financial advisers and paraplanners closely support their […]

Income Focus Reports Dashboard

Income Focus Reports and a New Tax Year

Our April release went live on 6 April and ensures Dynamic Planner is using the rates and bands for the new tax year. Income Focused Research We’ve been thinking a lot about how we can help our users meet their obligations under MiFID II product regulations in designing their centralised retirement process around clearly defined […]

Manufacturing

A Slowing Global Economy is Asking Harder Questions of Policy Makers

A weak manufacturing survey in Germany has sharpened the focus of markets towards the extent of the global economic slowdown. German manufacturing PMI recently fell to 44.7, the second lowest since 2009, and versus an expected number of 48 (anything below 50 is considered to be consistent with contraction). Meanwhile, the new orders sub-index, a […]

SimplyBiz DynamicPlanner

SimplyBiz Member Services

Notice for SimplyBiz members: SimplyBiz members will no longer have access to Dynamic Planner from 22 May 2019. Dynamic Planner is committed to providing continued access to those firms who rely on its service to drive their firm. To contact Dynamic Planner and discuss your options please complete this form     

Risk Profiling

The Psychology Behind the Questions

Read time: 4min In early 2018 at Dynamic Planner, we launched a significant improvement to our already market-leading risk profiling service – a new 15-question attitude to risk questionnaire. Feedback from our thousands of users in the 24 months since has been very positive – and usage of the questionnaire has only grown and risen. […]

View of London reflected in the window of a building

Reports Focus on Income Fund Research

The fundamental search for high and rising income can come at the cost of increased complexity – and, in some cases, increased risk that might not be that easy to assess for suitability when using traditional, asset allocation sector analysis methods. This challenge is a very specific one faced by the traditional investor base seeking […]

CIO panel discussion at Dynamic Planner Manchester conference version 2

What will Brexit’s Final Impact be?

The Chief Investment Officer (CIO) Panel is always a much-anticipated highlight at the Dynamic Planner Annual Conference. This year in Manchester, journalist, broadcaster and host Gavin Esler expertly steered a fascinating and, as ever, fantastically well-informed debate which compellingly encompassed China, global economic slowdown, 2018 regrets, 2019 forecasts, the US Federal Reserve, Brexit and more […]

Dynamic Planner Manchester conference stage of experts talking

Leading Figures in Compliance Debate its Real Impact

For the first time at our 2019 Annual Manchester Conference, we brought together leading industry figures in compliance to drill down into the big issues affecting, perplexing and occupying advice firms up and down the UK currently. Journalist and broadcaster Gavin Esler chaired our inaugural Compliance Panel debate, titled ‘How to Thrive in a Post-MiFID […]

London Skyline St Pauls

February Update – Royal London Valuations

Our February release has just gone live with a number of fantastic improvements and enhancements to Dynamic Planner. Royal London Valuations First, we are pleased to announce that Royal London has joined us as an integration partner. You will now be able to obtain valuations for client holdings via Dynamic Planner. Valuation integrations provide a […]

CIO Panel at Dynamic Planner Conference London

Spearheading Busy London Conference

Walking past the London Eye and along the Thames early first thing, en route to the venue, there was already a great energy to our seventh Annual Conference at the IET on Wednesday 6 February. James Smith, our Head of Adviser Services, was first up on the main stage in the IET’s luxuriously compact Kelvin […]

Dynamic Planner Conference 2019 at Manchester Central

Manchester Conference Wows Audience

Wow. What a day. Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals from across the North West – and even further afield, with delegates flying in from Scotland for it. Upon arrival, […]

Dynamic Planner Investment Progress Review Report

Launch of Dynamic Planner Elements

Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation-led investment service, today announces a three year, £5m technology investment into the next generation of Dynamic Planner – ‘Dynamic Planner Elements’. Dynamic Planner Elements will future-proof advice firms in an increasingly demanding and technology driven investment planning market Early adopter programme available for Annual […]

New Dynamic Planner and Intelligent Office Integration is Live

Intelligent Office Integration is Live

Over the past few months, Dynamic Planner has been working closely with Intelliflo to provide an enhanced integration between Dynamic Planner and Intelligent Office (iO). The result is a simple and fast integration, and one of 21 Dynamic Planner has with leading back-office systems, platforms and providers – all dedicated to helping your financial advice […]

Fund Research

Enrich your Fund Research

The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund research for OEICs, Unit Trusts, Investment Trusts, ETFs, Life & Pension funds and DFM portfolios. Dynamic Planner provides a number of filters to help you refine fund selection, based on data it collects as part of its Fund Risk Profiling […]

Ben Goss - Chief Executive Officer

5 Predictions for the Advice Industry in 2019

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns […]

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