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

Fund Research

Podcasts

Conferences

Chatterjee’s Chatter

Chatterjee’s Chatter webinar, July 2022

In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next in his session titled ‘Prepare, don’t predict…’

Chatterjee’s Chatter webinar, April 2022

In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next, while Louis discussed ‘Investment decisions in times of turmoil’.

Chatterjee’s Chatter webinar, January 2022

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, October 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, July 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, April 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, January 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?

Fund Research

Risk Profiled Solutions

Dynamic Planner Analyst

Dynamic Planner Solutions Webinar – Risk Profiled Solutions, June 2022

Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Aegon

Dynamic Planner Analyst

Dynamic Planner Solutions Webinar – Risk Profiled Solutions, March 2022

Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.

Dynamic Planner Analyst

Dynamic Planner Solutions Webinar – Risk Profiled Solutions, September 2021

Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.

Risk Target Managed

Dynamic Planner Analyst

Dynamic Planner Solutions Webinar – Risk Target Managed Solutions, December 2021

Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.

Risk Managed Decumulation

Risk Managed Decumulation Solutions, May 2022

A packed 45 minutes in which Jim Henning, Head of Investment Services at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Jim and Abhi are joined by EPIC Investment Partners.

Risk Managed Decumulation Solutions, March 2022

A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Sam Liddle from Church House Investments

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.

10th Annual Conference 2022 Keynotes

In 2022 we successfully ran our 2nd virtual conference, below you can find the recorded sessions:

Keynote from Adam Shaw British Business Journalist and Presenter for the BBC and ITV

Adam talks to us about his views on the economy and politics through the eyes of a broadcast journalist

The future of financial planning technology has arrived; The Dynamic Planner big reveal from CEO Ben Goss

Ben Goss unveils a series of industry beating technological advancements delivered live from Dynamic Planner

Panel debate – With Financial Advisers 

A panel debate with financial advisers representing the full spectrum of firms today. What is their experience in 2022? Their challenges? And their successes?

Panel debate – With Chief Investment Officers

A Dynamic Planner Conference highlight. Hear from top CIO’s, sharing their views on the very latest in investments and markets in 2022.

Keynote – With Rt Hon Lord Deben, Chairman, Committee on Climate Change

A passionate advocate for the power of financial services to drive transformational change in the world today. Powerful insight from a key figure and industry expert.

9th Annual Conference 2021 Keynotes

Business opportunities of the future: Lessons from the world’s richest entrepreneurs – Adam Shaw, Business Broadcast Journalist

Award-winning journalist Adam Shaw looks at unexpected results of previous crises and what lessons we can learn from them in light of today’s pandemic. Adam then spotlights successful business leaders and what they have in common.

Transforming the way clients see you – Ben Goss, CEO, Dynamic Planner

The Annual Keynote from Ben Goss, the CEO and co-founder of Dynamic Planner. Hear him discuss the future of financial planning technology, how it’s been impacted by the last 12 months and how the industry is set to respond moving forward.

Cash Flow Panel – Deepening client relationships with cash flow modelling in 2021

Deepening client relationships with cash flow modelling in 2021 – Hear from advisers who have adopted Dynamic Planner Cash flow to support their clients during the pandemic and in the process, have grown both their relationships and practice.

Lifting the curtain on ESG ratings – Naomi English, Managing Director of ESG Product Strategy at MSCI

A rare chance to hear exclusively from the Managing Director of ESG Product Strategy at MSCI.

Press Panel – 2020 from the media’s perspective

Editors from leading industry titles live to tell the tale of 2020 and, in a rare opportunity, transparently discuss the role they play in financial services.

The next 10 years: How to develop a future mindset and make better decisions today – With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency

This year’s climactic Conference Keynote, with futurist, humanist, author and CEO of The Futures Agency, Gerd Leonhard, an internationally renowned speaker, who focuses on ‘people, planet, purpose and prosperity’.

Past Conferences

Take a look at some of the roundup videos from our renowned face to face annual conferences from 2016 – 2020.

8th Annual Conference 2020

7th Annual Conference 2019

6th Annual Conference 2018

5th Annual Conference 2017

4th Annual Conference 2016