Planning on cusp of a 'golden age' as tech serves growing demand

‘Planning more accessible than ever before’

Jenna Brown
clock • 1 min read

Financial planning is on the cusp of a “golden age”, according to Dynamic Planner chief executive Ben Goss, as growing demand can be more easily met through the adoption of technology.

Speaking at the firm's tenth annual conference, he said regulation and technology were the backdrop against which financial advice and planning "is made more accessible than ever before". Goss said more than four million people took advice in 2020, and demand was growing rapidly as people emerge from the pandemic with different priorities. He said: "The regulator and the Treasury both want to see more people accessing the financial advice they need to make long term investment decisions, and combined with the huge adoption of internet and video communication over the last two years, a...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
 Be the first to hear about our events and awards programmes.



Already a Professional Adviser member?


More on Technology

David Downie: Express trust registration - what advisers need to know

David Downie: Express trust registration - what advisers need to know

Deadline appraoching

David Downie
clock 18 May 2022 • 5 min read