Chris Jones Propositions Director at Dynamic Planner

How can you best communicate recommendations to clients for advised portfolios?

By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients and once again underlined the value of diversification through multi-asset investing. Having said that, we have all seen since the social and economic uncertainty which has continued to drive increased volatility in markets. As we become increasingly accustomed to the […]

Dynamic Planner unveils virtual annual conference 2021

Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual Conference, which is set to be delivered remotely, into the homes of attendees on Wednesday 10 March: 11am-4pm. Dynamic Planner’s previous eight conferences have centred on connection and community, and with these human needs now greater than ever and 2020 […]

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

How does a multi-asset investment process work in practice?

The principal objective of investing is simple: earning a return in excess of cash that compensates the investor for the risk taken. The higher the perceived risk, the higher the realised return should therefore be, writes Henning Meyer, Portfolio Manager at Sarasin & Partners. This means that any investment is essentially an exchange of risk […]

Building a Centralised Retirement Proposition for your clients – What should you consider?

Dynamic Planner Proposition Director CHRIS JONES analyses key considerations when creating a Centralised Retirement Proposition for clients at your firm, reflecting on mistakes made during the 2008 financial crisis and concluding by pinpointing three ways to manage sequencing risk. In retirement planning, there is a moment when the client’s needs and objectives change and you […]

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Covid-19 and beyond: The active advantage to portfolio management

The rapid changes in environment over the past year, and what this means for sources of long-term portfolio growth in a post-COVID-19 era, have put the importance of an active approach to portfolio management firmly back at the front of investors’ considerations, write Brooks Macdonald. When managing a portfolio, having the flexibility to actively adjust […]

2021 will demand even more from advisers, but they will rise to the challenge

Dynamic Planner’s CEO Ben Goss sets out below what he believes the next 12 months has in store for the financial planning industry. He says: “Nobody could have predicted the impact of COVID at the beginning of 2020, and the effect it has had – and is still having – on just about every area […]

Risk Profiling

A balancing act for income in 2021

By Eugene Philalithis – Head of Multi Asset Investment Management, Europe & Portfolio Manager of the Fidelity Multi Asset Income fund range What is your investment outlook for 2021? Overall, we are cautiously optimistic on the investment outlook for 2021. The team expects periods of heightened volatility through the year, as markets respond to monetary […]

A big vault

Citywire Podcast – Stress testing a client’s portfolio: Is it style over substance?

At Dynamic Planner, we have partnered with Citywire, which includes New Model Adviser among its press titles, to produce a series of three, 30min podcasts focusing on cash flow planning and clients in decumulation. In episode one, Citywire host Ian Horne is joined by Nick Ryan, an adviser with Buckinghamshire firm Yellow Bear Financial Consultancy […]

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The K is not OK

The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together, writes Ruffer Investment Director Duncan MacInnes The unique shape of the Covid-19 crisis and accompanying recession has meant some industries have thrived whilst others have dived. In caricature, everyone now uses Zoom […]

Rows of numbers on draws

New Cash flow planning in Dynamic Planner – What does one compliance expert think?

[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ 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] By Alistair MacDougall, Technical Manager, ATEB Consulting As a leading compliance consultancy and provider of Suitability, the widely used report writing […]

Dynamic Planner Updates – Dec 2020

Welcome to the latest ‘Dynamic Planner Updates’. It has been an exciting time after the launch of our new cash flow planning in early November – with lots of great new enhancements to tell you about. First, a new ‘Fund search’ has gone live for all users in Dynamic Planner – login now and take […]

Chris Jones Propositions Director at Dynamic Planner

Cash flow planning for your clients caught out by early ‘retirement’

By Chris Jones, Proposition Director, Dynamic Planner We are increasingly accustomed today to carefully managing our own retirement date. However, wider events, as we have witnessed in 2020, can quickly overtake the best laid plans, thus reminding us of the importance of cash flow planning. It has been widely reported this year that the Covid-19 […]

Remind me why you own bonds?

Why low bond yields may mean you need to rethink your portfolio construction – by Hermione Davies, Investment Director, Ruffer The future looks even more uncertain than usual. Normally, uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ […]

Independent review of Dynamic Planner Cash Flow published

An independent review of Dynamic Planner’s new Cash flow planning service has been published. The Paraplanners Paraplanner Perspective: Dynamic Planner Cash Flow, is available now to download here. Colin Stewart, in-house at retirement planning expert at The Paraplanners, conducted the review independently with no input from Dynamic Planner other than an initial overview. Colin has […]

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

Stress testing Dynamic Planner’s Asset Risk Model. Plus, cash flow planning with confidence

6min read Abhimanyu Chatterjee, Dynamic Planner’s Chief Investment Strategist, discusses the hot topic of inflation amid increasing concerns it could soon rapidly rise. How has it been viewed over time? What are arguments both for and against? Abhimanyu then analyses what could happen next before outlining four extreme inflation scenarios Dynamic Planner has run to […]

A birds-eye view of a cross roads

Cash flow planning – What are the pitfalls? And how do you overcome them?

Heather Richards – Head of Actuarial Insight at Dynamic Planner – looks closely at cash flow planning tools under a regulatory microscope.

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Cash flow planning: How can you best use it today for your clients?

Dynamic Planner CEO Ben Goss explores the complexity of effectively planning for retirement in 2020. How has today’s landscape changed in only the last 10 years? What key ‘unknowns’ should you consider today for a client entering retirement? How does cash flow planning software help? How has ‘stress testing’ a client’s investment portfolio helped? What […]

Dynamic Planner launches groundbreaking cash flow planning

Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow planning possible for all clients 3 November 2020: Dynamic Planner is set to shake up the status quo of cash flow planning in the UK, with the launch of its brand-new Cash flow planning service. Launching on 3 November, Dynamic […]

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