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.

Annual Conference 2022

We are back for the 10th Dynamic Planner Annual Conference. The acclaimed highlight of the events calendar will be an unmissable day. Featuring the very latest in industry innovation and cutting-edge developments in financial planning, collaborate, connect and inspire

Our first-ever Virtual Conference in 2021 proved a huge hit with you, and 2022 will be another first: our inaugural hybrid Conference. We’ll be live at the IET’s fantastic Savoy Place venue for those who want to experience the buzz in person. Alternatively, you can join us online like last year and connect virtually across the UK and beyond.

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 Target Managed Solutions - 7 December 2021

Risk Profiled Solutions - 14 June 2022

Risk Managed Decumulation Solutions - 22 March 2022

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

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 - 5 January 2022

Chatterjee's Chatter - 21 April 2022

Chatterjee's Chatter - 7 July 2022

Dynamic Planner Academies

Run by senior members of Dynamic Planner’s experienced Client Success and Investment Services team, attendees are able to learn how to ensure investment suitability for their firm’s clients, increase efficiencies and demonstrate the real value they add for their clients.

Our Autumn Academies for 2022 have now finished. Check back for our Spring 2022 dates.

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