2020 Annual Conference

The Dynamic Planner Annual Conference will proudly reach its eighth year in 2020. The free, CPD qualifying event offers delegates – financial advisers and paraplanners – the very latest insights and announcements in how Dynamic Planner can transform your firm’s investment process. There will be top talent too from across the industry, sharing their knowledge and opinion about market behaviour in 2019 and looking forward in 2020. Fellow headline keynote speakers add real value more broadly from business and politics – while breakfast, lunch and refreshments, served in stunning settings, only help ensure delegates’ comfort is forefront in their Annual Conference experience.


“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”

2019 Conference Highlights

The seventh Dynamic Planner Annual Conference expanded, for the first time, to encompass events in Manchester and in London.

Journalist and broadcaster Gavin Esler hosted and delivered our Manchester keynote with Simon Jack, journalist and BBC Business Editor hosting and presenting the London keynote.

In Manchester Ben Goss, Dynamic Planner’s CEO and co-founder, delivered his 2019 Annual Conference keynote, which mirrored the event’s subtitle this year, ‘Transform the Way Clients See You’. Ben exclusively launched to delegates the new Dynamic Planner Client Review and first release of Elements, a £5million, three-year rolling programme of major upgrades to Dynamic Planner.

“What we are announcing is the largest single investment in our history,” said Ben. “Dynamic Planner Elements will future-proof advice firms in an increasingly demanding and technology-driven financial planning market.”

That was only the start of the significant announcements. Nick Eatock, Executive Chairman at Intelliflo (iO), one of our growing and influential partners, took to the main stage during Ben’s keynote and announced the new, two-way Dynamic Planner – iO integration, the best, in his words, iO had ever delivered with a partner.

Steven Kowal, Executive Director at MSCI, was also in attendance and was welcomed on stage during Ben’s Conference keynote, unveiling a hugely significant new partnership between Dynamic Planner and MSCI to create 10 indices based on Dynamic Planner’s 1-10 risk ratings. Key Swinburne, MEP for Wales, delivered the day’s penultimate keynote.

The decibel level did not fade healthily with a happy hum of conversations and ideas being exchanged between delegates over a sumptuous bite to eat at lunch in the IET’s Riverside Room, which looks out over Victoria Embankment, the Thames and the London Eye. An iconic view.

Engaging financial discussion at conference
CIO panel discussion at Dynamic Planner Manchester conference wide-angle
Audience engaged at Dynamic Planner Manchester conference
Investment compliance panel of experts

Inspirational conversation stacked with industry insight

The day’s agenda for our Manchester and London Conferences mirrored each other, so, as at the IET, delegates settled down after lunch at Manchester Central for the first afternoon session, the Compliance Panel – a first for us for Annual Conference in 2019.

The Compliance Panel debate asked, ‘How to Thrive in a Post-MiFID II World’ and in Manchester was expertly chaired by our day’s host, journalist and broadcaster Gavin Esler.

“RDR really made advice firms think about their proposition and refocused attention on the adviser-client relationship,” opened Carl Wallis, Head of Compliance at Sesame Bankhall Group.

Gary Crossley, of threesixty, picked up the baton: “You can talk about MiFID II forever, but advisers simply communicating properly and well with their clients deals with many compliance issues.” Brexit, here, was still never far away. “It’s just another big risk event,” said Carl. “It’s nothing new for advisers in that sense.”

Keynotes from Phil Young, Managing Partner at Zero Support, and from Chris Jones, Proposition Director at Dynamic Planner, served as the climax to our first ever Manchester Conference, underlining and showcasing how the day’s agenda was firmly focused the audience, dedicated and proud financial services professionals.

“You should be proud to be a financial planner,” said Chris. Nobody, finally, was going to argue with that.

Post Conference round-up blog posts