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

Dynamic Planner

Recent Posts

Giving Back ahead of iO Conference makes us all Richer

Dynamic Planner 20 June 2018

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 ...

Read More

Topics: chairty

Dynamic Planner Helps Power Exciting New Vitality Proposition

Dynamic Planner 12 June 2018

Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close the savings gap in retirement....

Read More

Topics: Risk target managed

Dynamic Planner partners with Schroders to launch five co-branded risk targeted funds

Dynamic Planner 12 December 2017

Schroders has partnered with Dynamic Planner, the market leading provider of digital risk profiling and financial planning services for financial advisers, to launch five risk targeted funds....

Read More

Topics: Asset & Risk Modelling, Risk target managed

Women Close Risk Attitude Gap on Men

Dynamic Planner 07 December 2017

Women are more risk averse than men, although the traditional gap between the sexes is shrinking, according to new research....

Read More

Topics: Dynamic Planner, Women, Henley Business School, Ben Goss, Gender Equality, Finacial Services, Gender Gap

Read all about financial planner Tom Orchard of Annetts & Orchard

Dynamic Planner 28 November 2017

Tom Orchard, a financial planner at Annetts & Orchard in Salisbury, Wiltshire: “Annetts & Orchard is a financial planning firm which specialises in creating retirement plans for clients. We first started using Dynamic Planner around three years ago, because of the FCA’s Retail Distribution Review (RDR) at the very end of 2012. The FCA at the time ran a series of roadshows nationwide articulating its concerns of current practice in the sector....

Read More

Topics: case Study

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....

Read More

Topics: Updates, Budget 2017

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....

Read More

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

Read More

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

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 ...

Read More

Topics: News

£19.3bn of assets in volatility managed funds- hear more from the Dynamic Planner team

Dynamic Planner 12 April 2017

The search for ongoing fund suitability has been a major enabler for the strong growth in what are often described in the industry as “outcome orientated” funds. Perhaps the most well-known type, according to the latest Investment Association (IA) stats are “targeted absolute return” funds. However there has also been significant uptake for what the IA describes as “volatility managed” funds....

Read More

Topics: News


Sign Up to Receive Updates


Download our free guide