Dynamic Planner

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

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

How to prepare for a surprise retirement | Money Marketing 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.

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

Dynamic Planner revamps cashflow tool to ‘power more advice’ 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

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?

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

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

Honoured to be involved with this amazing organisation

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