There are three of us who work at The Pension House – one adviser, a paraplanner and an administrator. We are based in the beautiful countryside of Northamptonshire and offer our clients advice on corporate pensions, private pensions, investments and life insurance. We also hold specialist pension qualifications and can advise on defined benefit, final salary and occupational pension schemes.
We first began using Dynamic Planner in April 2019 and we use it risk profile our clients. We also use the client reporting functionality, which we like. The reports themselves are easy to read and can be tailored to each client.
We go into Dynamic Planner’s Portfolio Suitability Hub to research and recommend funds for our clients. The Portfolio Suitability Hub is fantastic – I love it.
You can quickly filter down your research to Premium and Select rated funds, which we like, because that’s what you want to recommend to clients: funds which have outperformed their peers. You can filter which funds have had top quartile performance over different timescales, which again is really helpful when filtering investment funds. We nearly always recommend funds for clients, which are Premium and Select rated.
Using Dynamic Planner saves me time carrying out fund research, particularly if a client has a product I’m not familiar with, which we’ve inherited. You can break it down within Dynamic Planner by product, which saves having to search through a provider’s website looking for the information.
Researching funds on Dynamic Planner’s 1-10 risk scale is very helpful and compliance like it, because it ticks those boxes
