Annual Conference 2019 London and Manchester

Dynamic Planner’s Annual Conference will be in its seventh year in February 2019 and, for the first time ever, there will be a Dynamic Planner Annual Conference in the north in Manchester and in the south in London, enabling more members of the Dynamic Planner community than ever before to attend.

Meet and network in stunning surroundings

Registration details coming soon, please check this page for further announcements.

Our Annual Conference is a unique date in the Dynamic Planner calendar and allows advisers and paraplanners to meet and network with hundreds of their peers in stunning surroundings. The 2018 Annual Conference was held at the IET (the Institution of Engineering and Technology) along Victoria Embankment in London and was proudly supported by 15 of our asset manager partners.

BBC Business Editor Simon Jack was – and will be again in 2019 – host and delivers his own keynote alongside chairing what has quickly become a big Conference highlight, the CIO Panel Debate, which in 2018 included leading industry figures from Fidelity International, LGIM, Sarasin & Partners, Schroders and 7IM, and offers high-level insight and exceptional analysis of issues discussed.

Breakfast, regular refreshments, lunch and early evening drinks punctuate and pace the day to ensure delegates enjoy maximum benefit from attending, alongside logging key CPD hours for their Continuing Professional Development.

Throughout Annual Conference, breakout sessions from partner asset managers pepper the agenda to refresh delegates’ knowledge with the latest market insight and opinion – while keynotes from top Dynamic Planner executives, including CEO and co-founder Ben Goss, analyse and preview the latest developments in how you can gain most benefit from the UK’s leading risk profiling and asset allocation investment process. Keynotes from other headline speakers introduce broader business thinking for you to take away.

We hope to see many of you in London and in Manchester in February 2019.

“Nic Coward’s presentation was outstanding - so interesting. The CIO Debate at the start of the day was one of the most insightful discussions I’ve witnessed in a while - incredibly enjoyable”

“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”

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

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

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.