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Dynamic Planner Conference Butterfly

Annual Conference 2019 Manchester and London

The Dynamic Planner Annual Conference reaches its seventh year in 2019. Due to popular demand, and for the very first time, Dynamic Planner is proudly hosting a Northern Conference in conjunction with London. Transform The Way Clients See You.

Manchester

Thursday 24th January 2019
Manchester Central

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London

Wednesday 6th February 2019
I.E.T

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“Fantastic speakers, very knowledgeable and informative. Simon Jack really pulled the day together and made it superb event”

“The variety of presentations made the focussed parts of the day more valuable. The Dynamic Planner sessions were well thought out and well positioned during the day”

“I really enjoyed the Conference. Good, broad spectrum of speakers with a good mix between investment and non-investment content”

Transform The Way Clients See You

The Dynamic Planner Annual Conference reaches its seventh year in 2019. Due to popular demand, and for the very first time, Dynamic Planner is proudly hosting a Northern Conference in conjunction with London. Transform The Way Clients See You.

The premier Manchester Conference is being staged at the award-winning Manchester Central on 24 January 2019. The London Conference will once again be held at the beautiful IET (Institution of Engineering and Technology) along Victoria Embankment on 6 February.

The prestigious and renowned one-day investment focussed events are the retail investment industry’s must-attend annual conferences. Attracting the very best talent in the UK, and putting the financial planning firm at the heart of the agenda, it’s an educational celebration of how technology can Transform The Way Clients See You.

Hear from heavyweight industry commentators on issues that matter most you to, as we look at 2019, sharing insight on latest market trends and behaviour. February 2019 marks just over a year since the introduction of MiFID II. London and Manchester Conferences provide the perfect opportunity to reflect on the impact over the last 12 months, as well as analysing its ongoing significance. And with Brexit looming what better time to hear from the UK’s leading investment commentators.

Conference Agenda*

08:30 – 09:10 Registration & Networking iO Breakfast Session
09:15 – 09:20 Welcome & Intro Yasmina Siadatan, Dynamic Planner Head of Marketing
09:20 – 09:45 Simon Jack, BBC Business Editor. Keynote – Economic Update / Hot Off The Press
09:45 – 10:05 Chris Jones, Dynamic Planner Proposition Director. Keynote – Managing the Client, Not the Money
10:10 – 11:10 Breakout Session 1
11:15 – 11:30 Tea & Coffee Refreshments
11:35 – 12:35 Prestigious CIO Panel Debate Chaired by Simon Jack
12:40 – 13:40 Lunch
13:45 – 14:30 Compliance Panel; How to thrive in a MIFID II world
14:35 – 15:35  Breakout Session 2
15:40 – 15:55 Tea & Coffee Refreshments
16:00 – 16:20 Regulatory update
16:20 – 16:45 CEO Keynote – Ben Goss, Guests and Big Announcements
16:45 – 18:30 Drinks & Networking
  *Agenda subject to change

What can you expect on the day?

The Dynamic Planner Annual Conferences are free for advisers and paraplanners to attend and offer an exclusive opportunity to engage with hundreds of your peers – dedicated investment focussed financial services professionals.

You will receive 5hr 45min of CPD over the full course of the 2019 Conference and be privy to keynotes from senior Dynamic Planner executives, including CEO Ben Goss, on how Dynamic Planner can help ensure your clients’ investment suitability, increase efficiency at your firm and demonstrate value in your relationships with clients. That is not all.

Simon Jack – the BBC’s Business Editor – will again be our host in London and in Manchester in 2019, and will expertly chair the CIO Panel Debate, always a huge drawer and highlight at Annual Conference, absolutely packed with compelling opinion and perspective from industry leaders. Regular refreshments, lunch and post-Conference drinks punctuate and pace the day for delegates’ comfort.

We look forward to welcoming you to Manchester Central in January and to the IET in London in February for what promise to be our best Annual Conferences ever. From experience places fill quickly so we advise to register early.

Registration Now Open

Don’t miss the opportunity to register your place. We look forward to seeing you.

https://www.youtube.com/watch?v=sdSNGb4arcA

2018 Conference Highlights

Wednesday saw the most exciting event ever held by award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise.

Advisers and paraplanners from all over the UK gathered with asset managers, platform providers, VIPs and speakers to learn the very latest in the world of investment. Simon Jack, the BBC’s Business Editor fresh from Davos, trotted us through the day with entertaining insight and mastery. Jack tells us French President Macron was the star of the Swiss slopes, and Brexit wows may be dampened by the prospect of global growth in 2018. The stage was set for a serious day.

Up next were five heavyweight CIOs from some of the UK’s top asset management houses. We heard that the giant global quantitative easing will continue to run, and we’re currently amassing pools of bonds normally associated with the latter part of wartime. The top-class debate had the CIOs agreeing that 2018 is the ‘year for portfolio housekeeping’ and advisers need to let investors know bull markets have to come to an end eventually, so make sure the risks are made clear. On cryptocurrency this was said, ‘It’s yesterday’s story already, it’s not an investment’.

Ben Goss at Dynamic Planner Annual Conference 2018
Delegates at Dynamic Planner Annual Conference 2018
Annual Conference – In Conversation with Alastair Campbell, Nic Coward and Ben Goss

Inspirational conversation stacked with industry insight

The Dragons’ Den session fired up the audience and pitches came in fast and hard from the Dynamic Planner team, with the Review Reports pitch winning over Charting and Investment Suitability Indices. The audience were delighted to hear that Dynamic Planner is taking the audience’s steer and developing the winning pitch into the product.

Updates to the Dynamic Planner risk profiler and the launch of a new questionnaire was delivered, arguably one of the most fiercely listened to addresses of the day. The remainder of the afternoon was seen through by some top-class keynotes spanning sport, politics and investment, all culminating in a quality panel debate with Dynamic Planner CEO Ben Goss, former General Secretary to the Premier League Nic Coward, Alastair Campbell, Tony Blair’s speechwriter and Simon Jack, the BBC’s Business Editor.

Firmly positioned as one the investment industry’s best events, the Dynamic Planner 6th Annual Conference has received critical acclaim by both the attendees and the wider community alike, and is set to be the must-attend conference in our industry’s calendar.

Registration Now Open

Don’t miss the opportunity to register your place. We look forward to seeing you.