The Dynamic Planner Conference is back. And in style in 2023. A highlight in our profession’s calendar, it is three years since it was last staged face-to-face. There is much to discuss.

The 2023 Dynamic Planner Conference provides a rare opportunity for professionals from across financial services to get together and debate the past, present and the future. What will be the big challenges? Where are the real opportunities? On 7 February 2023, what will be the consensus?

All advice firm professionals will receive a warm welcome. You do not have to be a Dynamic Planner user. The event is free to all advisers, paraplanners and administrators.

A new home. And a hybrid first

For those of you who have attended previously, 2023 will be a first. The 11th Dynamic Planner Conference will be live in London, while also being streamed to virtual delegates joining from their desks and office spaces UK-wide. Don’t delay. The first 100 people to register for the virtual event will receive a complimentary Conference lunch, delivered to their door.

For face-to-face delegates, the 2023 Dynamic Planner Conference will have a new home, Convene, 22 Bishopsgate, a state-of-the-art space which only opened its doors to the public for the first time in 2022. Located in the City, it is conveniently within a short walk of multiple Tube connections.

On the day, what can you expect?

Foremost, an opportunity to see familiar faces and to meet new ones, from UK financial planning firms of every shape and size.

How has the last year treated them? What do the next 12 months promise?
Delegates can look forward too to keynotes from headline speakers unpicking the big issues of today. And tomorrow. There will be perennial Conference favourites, including the Chief Investment Officer Panel, which in 2023 promises to be compulsive viewing.

And what of Dynamic Planner? Fresh from collecting prizes at the 2022 Schroders UK Platform Awards and the 2022 Money Marketing Awards, it couldn’t be better placed. The future for the system and for financial planning technology will be exclusively unveiled, in the annual keynote from Dynamic Planner CEO Ben Goss.

The Dynamic Planner Conference

In the past, not to be missed. In 2023, never more so. CPD content. Fantastic catering. In a wonderful setting. Register your place today.

What did the attendees say about our 2022 virtual conference?

“I thought the whole event was exceptionally well organised, very interesting and extremely topical. The CIO sessions I found particularly useful given the current market volatility!”

“The update on the progress being made by Dynamic Planner was fantastic. I thought it was a good line-up of presenters and they covered some very topical areas which I found of interest.”

“The CIO was great, with everything that is going on in the world at the moment along with rapid changes in industry, it was good to see and hear others opinions/forecasts for the future.”

“Very insightful conference. I look forward to future developments from Dynamic Planner”

“Great conference - thanks for asking us to be a part of it! Looking forward to next year!”

“Great presenters, well done to Adam Shaw for keeping things moving along at pace”

Previous speakers

Naomi English
Managing Director, ESG Product Strategy, MSCI

Gerd Leonhard
Author, Futurist & Humanist, CEO The Futures Agency

Adam Shaw
Business Journalist and Presenter

Debbie Gupta
Director of Life Insurance and Financial Advice, FCA

Alastair Campbell Communicator, Writer, Strategist

Alastair Campbell
Communicator, Writer, Strategist

Simon Jack
BBC Business Editor

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