Transform The Way Clients See You
9th Dynamic Planner Annual Conference 2021
Wed 10 Mar 2021 11am – 4pm
Our Conference Partners
This year’s conference is going to be like no other. 2020 shifted the way we communicate with each other. The previous eight Dynamic Planner Annual Conferences have centred on connection and community, and now these human needs are greater than ever. That is why we are delivering our ninth Annual Conference remotely, into the homes of our delegates.
Virtually, the event will bring together financial advisers, paraplanners, administrators, asset managers, journalists, influencers, Dynamic Planners and other guests in one digital environment to discuss and unpick the most pressing issues we all today face.
9th Dynamic Planner Annual Conference agenda
2021 heralds our first ever virtual conference and because we are not tied to a physical location, it will be the first time we have been able to truly welcome firms and representatives from right across the UK.
Chaired by the business journalist and presenter Adam Shaw. This year’s conference is like no other. The events of 2020 shifted the way we all communicate with people. The previous eight Dynamic Planner Annual Conferences have been all about connection and community, and nothing is going to stop us in the pursuit of these very human needs. That is why this year we are delivering the annual conference, broadcast style, into the homes of our community, allowing us to connect virtually.
In a day of insight, attendees can enjoy panel debates featuring industry CIO’s and leading members of the media. What do UK and global markets look like post-Brexit and as economies bid to recover from Covid? There will be unique opportunities to network and hear from top asset managers and their take on topics. Plus, in his 2021 Conference keynote, Dynamic Planner CEO Ben Goss will discuss the future of financial planning technology at a pivotal time for firms.
| Time | Session |
| 10:30 – 11:00am | Registration and networking |
| 11:00 – 11:05am | Welcome – With Yasmina Siadatan, Sales and Marketing Director, Dynamic Planner |
| 11:05 – 11:25am | Keynote – ‘Business opportunities of the future: Lessons from the world’s richest entrepreneurs’. With business broadcast journalist Adam Shaw |
| 11:25 – 11:45am | Keynote – ‘One system for all your financial planning needs’. Hear the CEO of the UK’s leading risk-based financial planning system unveil the future of financial planning tech. With Ben Goss, Dynamic Planner |
| 11:45 – 11:55am | Networking interval, tea and coffee |
| 11:55 – 12:15pm | Breakout – Hear from a valued Dynamic Planner partner on the latest risk-based solution developments aligned to Dynamic Planner |
| 12:15 – 12:35pm | Panel – ‘Deepening client relationships with cash flow modelling in 2021’. Hear from advisers who have adopted Dynamic Planner Cash flow to support clients during the pandemic and who in the process have grown their relationships and their practice |
| 12:35 – 1:20pm | Lunch and networking |
| 1:20 – 2:05pm | Panel – Listen to leading UK CIO’s on the current trends and challenges in the UK and global markets. With Abhi Chatterjee [Dynamic Planner], Chris Iggo [AXA IM], Jim Leaviss [M&G], Justin Onuekwusi [LGIM] and Craig Rippe [Canada Life] |
| 2:05 – 2:25pm | Keynote – ‘Lifting the curtain on ESG ratings’. Hear direct from the Managing Director of ESG Product Strategy at MSCI, Naomi English, on the philosophy behind the globally renowned ratings |
| 2:25 – 2:45pm | Breakout – Hear from a second valued Dynamic Planner partner on the latest risk-based solution developments aligned to Dynamic Planner |
| 2:45 – 3:00pm | Networking interval, tea and coffee |
| 3:00 – 3:35pm | Panel – ‘2020 from the Press perspective’. Editors from leading industry publications tell the tale of 2020. With Justin Cash [Money Marketing], Tom Ellis [Professional Adviser], Simoney Kyriakou [FTAdviser] and Will Robins [New Model Adviser] |
| 3:35 – 4:00pm | Keynote – ‘The next 10 years: How to develop a future mindset and make better decisions today’. With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency |
| 4:00pm | Closing remarks – With Ben Goss, CEO, Dynamic Planner |
Our Annual Conference has become well known in the financial services calendar for providing warm hospitality in a friendly setting – and a rare chance to connect with people from right across the industry. This year, despite the challenges of being virtual, will be no exception.
Delegates will be invited prior to the day to create a quick profile other attendees will see. At Conference, you will be able to intuitively chat with your peers via simple messaging or a video call. It’s up to you. There will also be a social media-style ‘Activity feed’, allowing you to post and share pictures and thoughts throughout the day.
Finally, we will at Dynamic Planner, as in previous years, donate part of our Annual Conference budget to conservation charity Trees for Life, which we have partnered with since 2016, to plant trees on behalf of our audience. Come and take the chance to connect on Wednesday, 10 March 2021!
9th Dynamic Planner Annual Conference 2021
10 March 2021 11am – 4pm
What have attendees said about our events?
“I really enjoyed it. Lots to take away.”
Online Autumn Training Academy 2020
"Can't improve on perfection."
Online Autumn Training Academy 2020
"Simon Jack was excellent. News regarding upcoming Dynamic Planner services extremely interesting.”
Conference Attendee 2020
“Was VERY good. Many thanks!”
Online Autumn Training Academy 2020
"Well structured and covered a variety of topics."
Online Autumn Training Academy 2020
"Really liked the update from Ben Goss. Exciting to see the future and how it can fit into our business.”
Conference Attendee 2020
Previous speakers
Debbie Gupta
Director of Life Insurance and Financial Advice, FCA
Simon Jack
BBC Business Editor
Ben Goss
CEO, Dynamic Planner
Chris Jones
Proposition Director, Dynamic Planner
Yasmina Siadatan
Sales & Marketing Director, Dynamic Planner
Alastair Campbell
Communicator, Writer, Strategist
9th Dynamic Planner Annual Conference 2021
10 March 2021 11am – 4pm
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