Learn at Dynamic Planner events

Mar
19
Webinar – Risk Managed Decumulation Solutions
March 2024
Register now
May
01
Training Academy – Aberdeen
The Village Hotel, Aberdeen
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May
08
Training Academy – Reading
Hilton, Reading
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May
09
Training Academy – Brockenhurst
Rhinefield House Hotel, Brockenhurst
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May
14
Training Academy – Colchester
Stoke by Nayland Resort, Colchester
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May
15
Training Academy – London
EQ Investors, London EC3R
Register Now

The Dynamic Planner Journal

How to find joy in difficult times

by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]

International Women’s Day 2024 #InspireInclusion – What does it mean to 3 people at Dynamic Planner?

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]

The digital future of financial planning

By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]

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