At Dynamic Planner, our aim is to build a real sense of community among our users.

Our events programme provides you with the training and support to maximise your use of Dynamic Planner, along with a wealth of knowledge and information to help you ensure suitability, increase efficiency and demonstrate value to your clients. Find out more and book your space on our upcoming events.

Spring Roadshows 2022

With all the exciting enhancements to Dynamic Planner announced at our Conference in February, we’re heading out on the road in May and June to give you the chance to see the latest developments to the UK’s leading financial planning system, live and in person.

We’ll be heading out to five fantastic venues around the UK, with a packed agenda that speaks to the challenges and opportunities at the heart of your business – creating efficiency, ensuring suitability, and demonstrating real value to your clients. Experience the buzz at our Spring Roadshows – register your interest now.

Chatterjee’s Chatter

Join Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner at one of our quarterly Chatterjee’s Chatter updates.

Abhimanyu will deliver his latest quarterly insight in a packed and lively 25min talk, providing a whistle-stop markets and economic update before looking forward to what we can expect next.

Chatterjee's Chatter - 7 July 2022

Dynamic Planner Solutions webinars

At Dynamic Planner, we have an expert team of analysts and qualified investment professionals, who independently risk profile close to 1,500 investments each quarter – from the whole of market – for advisers to research and recommend for clients. Nobody else in the UK risk profiles more funds.

Each quarter, our Investment Services team will run a Solutions Webinar, which enables Dynamic Planner users to understand more about the background to how we profile funds, our badging system, and what these solutions mean in terms of expected volatility and client outcomes. This will include individual sessions for our Risk Target Managed investments, strictly managed to remain within a risk profile’s volatility boundaries, and our Risk Managed Decumulation solutions, specifically designed for clients who are in drawdown.

Risk Profiled Solutions - 14 June 2022

If you want to be informed when we release new dates and topics, please email

Annual Conference 2022

Our Annual Conference is all about connecting and engaging, and our 10th edition this February was no different. Delegates had the opportunity to hear from industry experts sharing their insights on retail investment services and financial planning technology. From hybrid working and regulatory challenges, to delighting your customer: once again advisers from across the industry came, engaged and shared in a unique day in the industry calendar.