Here at Dynamic Planner, we were racking our brains thinking about what we could brand and give away to delegates at this month’s Intelliflo [iO] Conference at the Business Design Centre in London. Should we follow suit with what other organisations are giving away? Should we try and be different? Nothing felt quite right.

Then we thought, why don’t we do what does feel right – and in a way our 6,500 Dynamic Planner users will genuinely get behind? Give back. So rather than commission just another corporate mug or notebook for June’s IO Conference, we decided to donate the £1,000 budget we had set aside to Trees for Life, a charity we’ve already closely supported since November 2016.

As a company, we’re committed to reducing the amount of paper used in our industry and replacing it with tech. Planting more trees is all part of our mission. The £1,000 we are donating is enough to enable Trees for Life to plant approximately 200 saplings, adding to the 70 we plant every quarter – one for every member of the Dynamic Planner Team we have carefully built since 2003 – and the 1.5million trees, Trees for Life has planted in the Scottish Highlands since its foundation a quarter of a century ago in 1993.

“It means a lot to us to have ongoing support from an organisation like Dynamic Planner,” said Karen Mitchell, Trees for Life Relationships Manager. “I personally love it when we hear from a business that wants to make a donation. It gives us that sense that we’re not in this alone.”


Trees For Life Volunteer

Trees for Life’s vision and mission is to conscientiously make their small corner of the world better. Better and richer for all of us. It wants to protect and reintroduce the ancient Caledonian Forest to the Scottish Highlands – magnificent Scots pine trees dating back 250-300 years. The 1.5million trees, Trees for Life has now planted produces enough oxygen to meet the entire Scottish population’s daily needs.

Our vision statement at Dynamic Planner is, ‘Customers achieving their goals through suitable investments and advice for all’. We want financial services to be affordable and accessible to everyone, not just a privileged few. We all work hard for our money to provide the best possible life for ourselves and loved ones. It is only natural to want that money to work as hard as possible for us in return. Suitable investments and advice make that possible.

Last month in May, Dynamic Planner received the Payroll Giving Gold Award 2018, ‘awarded to employers who have succeeded in generating sustainable income sources for UK charities through payroll giving’.

Karen, at Trees for Life – – continued:

“It’s really great when an organisation wants to give back to the natural environment which connects all of us. Someone on the street might ask, ‘Why are trees relevant to me?’ Well, they produce oxygen which keeps us alive for starters.”

In financial terms, we are highly dependent on donations and voluntary contributions from organisations. They are huge to us and fund an awful lot of our work. We simply wouldn’t be able to save the globally unique Caledonian Forest without that support.”

A much better investment of that £1,000 budget, we hope you agree.