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Dynamic Planner events to set out tech upgrades

Dynamic Planner events to set out tech upgrades

Dynamic Planner has scheduled a series of events to talk advisers through its £5m investment programme.

The Dynamic Planner training academy events, which will take place across the UK, will help advisers use the upgraded system and reveal what the company has planned next.

Earlier this year Dynamic Planner revealed it would invest £5m in upgrading its technology over the course of the next three years, including creating the next generation of its software.

The events will also feature talks on income solutions and diversification and will qualify for three hours of CPD.

Yasmina Siadatan, Dynamic Planner's head of marketing, said: "We are living in turbulent times with the uncertainty of Brexit and all that means for markets, the economy and the UK overall.

"Add to that the ongoing need to ensure investment suitability, as well as to increase efficiencies post-Mifid II and demonstrate value – right now advisers are faced with a perfect storm of pressures on their processes.

"Our training academies aim to help shed light on how to tackle these pressing industry and bigger picture issues - with experts from both Dynamic Planner and leading asset managers providing well-informed and valuable insight for advisers and paraplanners, whilst also providing qualifying CPD time."

The 20 events, which take place over one morning, are free for advisers and paraplanners to attend. The first one takes place in Manchester on May 14.

damian.fantato@ft.com

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