On Demand

Can’t make one of our webinars? Catch up here on-demand with recordings of latest virtual events we have staged, alongside podcasts we have helped produce.

Chatterjee’s Chatter

Risk Profiling

Risk Managed Decumulation

Podcasts

Chatterjee’s Chatter

Chatterjee’s Chatter webinar, Q2 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.

Chatterjee’s Chatter webinar, Q1 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.

Chatterjee’s Chatter webinar, Q4 2020

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.

Risk Profiling

Psychometric risk profiling webinar, 26 Aug 2020

Louis Williams [Head of Psychology & Behavioural Insights, Dynamic Planner] breaks down the client risk profiling process, from beginning to end. What are the pitfalls here? How do you avoid them?

Risk Managed Decumulation

Happier returns in decumulation? April 2021

A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Jim Henning, Head of Investment Services, discuss decumulation solutions for your clients in this target market.

Podcasts

Citywire Cash flow planning podcast – Episode 3, 25 Jan 2021

‘How do you demonstrate real value to a client?’ Chris Jones [Proposition Director, Dynamic Planner] and Steve Braidford [Parkgate Financial Services] join host Ian Horne [Citywire] to discuss.

Citywire Cash flow planning podcast – Episode 2, 7 Jan 2021

‘How do we finally nail decumulation?’ Jim Henning [Head of Investment Services, Dynamic Planner] and Simon Drake [Bainlye Drake Wealth] join host Ian Horne [Citywire] to discuss.

Citywire Cash flow planning podcast – Episode 1, 2 Dec 2020

‘Why stress testing is fundamentally flawed.’ Chris Jones [Proposition Director, Dynamic Planner] and Nick Ryan [Yellow Bear Financial Consultancy] join host Ian Horne [Citywire] to discuss.