Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

Autumn Budget 2017

Dynamic Planner 22 November 2017

The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But behind the key points and breaking headlines, what was included of note for the financial service sector? Here is the DYNAMIC PLANNER take on today’s speech....

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Topics: Updates, Budget 2017

Dynamic Planner: Updates to Risk Profiling Report

Josh Knight 13 November 2017

The latest release of Dynamic Planner is now live. This release sees the much-anticipated updates to the risk profiling report. Many of our users have provided feedback and suggestions as we’ve been through the process of improving one of our most used reports....

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Topics: Report, Dynamic Planner, Product Update, Risk Profiling, Updates

News from the Investment Committee: ‘Unloved Market on Busy Agenda’

Dynamic Planner 06 November 2017

The quarterly Dynamic Planner Investment Committee (IC) met on Thursday 25th October to review its latest capital market assumptions. Given the continuing uncertainty across the global economic and political stage, there certainly was plenty to discuss. And then there was the 30th anniversary of the 1987 stock market crash – which has inevitably generated considerable Press comparisons with the health of the current equity bull market, which is proving to be one of the most ‘unloved’ ever experienced....

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Topics: Investment Committee, Asset & Risk Modelling

Interview: CEO Ben Goss, Catching the FinTech Wave

Dynamic Planner 03 November 2017

It took two years of sacrificed weekends and holidays to complete, but on 1 November 2017 Catching the FinTech Wave – the first book by Dynamic Planner CEO BEN GOSS – was published following a great launch night in London. Here, the financial services pioneer reveals what motivated him to write the work, what he hopes audiences will take from it and also reflects on both an enormously successful career to date and how he forecasts the future for online financial advice. You can learn more at

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Topics: bens blog, Book, Interview, Catching the FinTech Wave

Dynamic Planner Responds To Rory Percival Report

Ben Goss 20 September 2017

Dynamic Planner highly rated in Rory Percival’s guide to risk profiling tools. DT welcomes this independent guide from Rory Percival given his background as Investment Specialist at the FCA and the critical role that Dynamic Planner and other services now play as part of advice firms' investment processes....

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Topics: News

Beware Sheep In Wolves’ Clothing: Regulators’ Market Review And How To Get Value For Money When Investing

Ben Goss 09 August 2017

In the ‘90s you couldn't open a Sunday paper in the run up to the tax year end without being bombarded by esoteric investment fund adverts; 'Beaten the FTSE 5 years running', 'Top Quartile Asian Fund’, ‘Five star BRIC fund’. What really matters of course is not whether your money beats the FTSE, clear benchmark that it is, but whether your investments help you fund your retirement or send your kids to university or achieve other life goals that matter to you, for a level of risk that you are willing and able to take . ...

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Topics: bens blog

General election latest – will you be voting for the FRP?

Nigel Murphy 06 June 2017

As we draw ever closer to the polling day on Thursday 8th June, who really would want to be a political spin doctor agonising over the vagaries of the latest opinion polls and in any case, are they ever accurate?...

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New: ACE Rated Funds now updated to Premium and Select

Nigel Murphy 12 May 2017

We are pleased to announce that we have implemented changes to our ACE Fund Research to enhance visibility and simplicity of rated funds in Dynamic Planner this month. We took this decision following a consultation process with our customers to understand how we could build on the core strengths of the process and help advisers identify the superior funds over time....

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Topics: News

News from the Investment Committee Q2 2017  – “What’s there not to like?”

Dynamic Planner 05 May 2017

The Investment Committee (IC) reviewed the latest capital market assumptions and where each of the asset allocations are positioned within their volatility boundaries. The key theme discussed at the Investment Committee (IC) Q2 meeting was the continuing challenge of volatility compression across all the asset classes and how this is feeding through to the Dynamic Planner allocations. The volatility seen in global equity markets continues to be at historic low levels and bond markets are still key beneficiaries of the accommodative ...

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Topics: News

58:58 - Using digital to shift client age

Josh Knight 27 April 2017

A survey in 2015 of over 600 advisers by Vision Business Advisers highlighted that the average age of a UK financial adviser was 58. Perhaps unsurprisingly, this is mirrored in the average age of their clients. Looking at data from the Q2 2016 Dynamic Planner Intelligence Report, the distribution of client ages shows a strong constituent from the Baby Boomer generation, also with an average age of 58....

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Topics: bensblog


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