Dynamic Planner

17/11/2022

Today we are in London for our last Training Academy of the Autumn, it's been great getting back on the road to meet you all. We are back in London at 22 Bishopsgate for our annual conference, registration now open for face to face or virtual! https://bit.ly/3tzpt7M

17/11/2020

How to prepare for a surprise retirement; Chris Jones talks to Money Marketing https://bit.ly/3lFtemy

With surprise retirement, it isn’t as simple as an income for life; it could be an income until I find another job, or find consultancy work, or adjust my expenditure. It could be temporary, or it could be permanent. You need to plan quickly, and you need to plan dynamically.

13/11/2020

Be sure to join us at Money Marketing Interactive, next week, visit our booth and join our Tech Demo on Risk‐based cash flow planning - 18th November @ 12 noon

03/11/2020

Dynamic Planner has launched a new version of its cashflow planning service as part of its vision to enable advice firms to power more advice

03/11/2020

Launch day is here! 🎉 New Dynamic Planner Cash flow is now live. Discover how it helps financial advice firms plan more accurately with their clients?

28/10/2020

Read more from our Product Manager Josh in our October Dynamic Planner Updates Blog https://bit.ly/3kzYkeE

28/10/2020

Read Yasmina, our Sales and Marketing Director's article as part of Urban Synergy's active ally part of https://bit.ly/2HE3VCi

13/10/2020

Honoured to be involved with this amazing organisation

Business leaders team up to create a more ethnically diverse City Major companies create Corporate Advisory Board to support UK registered charity Urban Synergy…