Dynamic Planner

Featured

Chris Jones: Determinism in the future of retirement planning

Chris Jones looks at determinism in the future of retirement planning. And music legend Tom Jones. Which is not unusual...

clock 03 June 2021 • 6 min read

Investment

Dynamic Planner risk profiles EQ Investors sustainable range

Sustainable diversified, multi-asset portfolios

clock 11 May 2021 • 1 min read

Featured

Chris Jones: Somebody else's problem - outsourcing and infrastructure

Chris Jones explores the benefits of outsourcing in his latest RP contribution in which he says with all else being equal, outsourcing is worth it just to make it somebody else’s problem

clock 06 May 2021 • 7 min read

Investment

Dynamic Planner to launch psychometric sustainable investing questionnaire

Launches May 7

clock 05 May 2021 • 3 min read

Your profession

'ESG is a bolt-on to suitability' - Dynamic Planner's Chatterjee

Speaking at PA Working Lunch

clock 08 April 2021 • 2 min read

Featured

Chris Jones: No investor is an island

Chris Jones imagines a remote island scenario through the prysm of retirement planning in his latest article for RP

clock 07 April 2021 • 4 min read

Investment

Dynamic Planner links with MSCI for ESG analysis

'Direction of travel is clear'

clock 03 February 2021 • 1 min read

Featured

Chris Jones: Challenging retirement income decisions

It's a chicken and the egg scenario in Chris Jones' latest article for RP. Read on to find out how quantitative analysis makes all the difference...

clock 02 February 2021 • 6 min read

Your profession

Dynamic Planner launches 'one system' cashflow planning service

Launched today

clock 03 November 2020 • 1 min read

Investment

Dynamic Planner brings investment trusts into risk profiling service

Seneca Global Income & Growth Trust first to be included

clock 14 August 2020 • 2 min read