Transform The Way Clients See You

9th Dynamic Planner Annual Conference 2021

Wed 10 Mar 2021 11am – 4pm

Virtual Conference 2021

This year’s conference is 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 advisers, paraplanners, administrators, asset managers, journalists, influencers, Dynamic Planners and a host of other guests and VIPs into one digital environment to discuss, debate and unpick the most pressing issues we all today face.

9th Dynamic Planner Annual Conference agenda

The next big efficiency driver in our industry has arrived. Come and hear keynotes, including, ‘How you can save hours of time streamlined within PROD rules’. Plus, discover, ‘How has integrated cash flow modelling reduced the cost to serve for the many?’ And, ‘The roaring 2020s and heralding of ESG – The future is upon us’.

In an inspiring day of insight, attendees can look forward to fruitful networking, sessions with leading asset managers and the ever popular and fascinating CIO Panel debate. Plus, in his Conference keynote, CEO Ben Goss will reveal the latest Dynamic Planner innovations to drive your business forward. Not to be missed.

2021 signals 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 welcome firms and representatives from right across the UK.

Our Annual Conference has become well known in the industry calendar for good food and warm hospitality, and this year will be no exception. Please register early to be on the first come, first served list for lunch delivered to your doorstep. Yes, free lunch.

For many years we’ve been driving sustainability credentials within Dynamic Planner, alongside our supplier and customer network, so lunch will be delivered with as little environmental impact as possible, naturally. We will also, as in previous years, donate part of our Conference budget to conservation charity Trees for Life, who we have partnered with since 2016, to plant trees on behalf of our audience.

Come and connect, live for one day only on Wednesday, 10 March 2021 [11am – 4pm].

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

Alastair Campbell

Communicator, Writer, Strategist

9th Dynamic Planner Annual Conference 2021

10 March 2021 11am – 4pm

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