Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.
Connected Podcast - Financial Advice Trends: AI, Data, and Capacity
This video summarises key findings from the Dynamic Planner's Advice 2026 report, revealing significant trends in AI adoption, data utilisation, and regulatory impact within the financial advisory industry. It highlights increased adviser capacity, the growing importance of data, and the dual role of AI in enhancing efficiency while presenting implementation challenges. The discussion also touches upon the evolving needs of younger clients and the introduction of a Financial Happiness Index.
3 Jul 2026
2026 Mid year Review - Market Outlook: AI, Geopolitics, and Growth
Explore the 2026 market outlook with insights from PIMCO's Rupert Harrison and Dynamic Planner's Abhi Chatterjee. This discussion delves into the impact of geopolitical events on inflation and interest rates, the nuanced growth prospects for emerging markets, and the transformative influence of AI on labor, productivity, and investment. Discover strategic investment approaches, including a focus on emerging markets and fixed income, as global economic dynamics shift.
8 May 2026
How to Fund Happiness
Join Cherry Reynard on this episode of Connected as she interviews Ben Goss, CEO of Dynamic Planner, about his new book, "Funding Happiness." This insightful discussion explores how collaborative financial planning can lead to both happiness and financial security. Goss shares his journey and the book's mission to bridge the advice gap, emphasising the profound impact of professional guidance on financial confidence and goal achievement.
15 Apr 2026
Targeted support: How will we ensure its delivered?
Hosted by Cherry Reynard with insights from Simon Farrant and Chris Jones, in this episode we explore how targeted support enables mass recommendations with a streamlined suitability process, identifying common client needs and offering pre-defined solutions. With conversation highlighting the regulatory framework, potential benefits for advisors, and the strategic considerations for implementing such services effectively.
8 Mar 2026
International Women's Day - Give to Gain
This episode of Connected explores the "Give to Gain" theme for International Women's Day, featuring insights from Melinda Lovell and Steph Wilcox. They discuss the importance of nurturing female talent in FinTech and the actuarial field, addressing gender imbalances and the need for enhanced financial education for women. The conversation also covers strategies for financial advice firms to engage women and ensure business longevity, highlighting the growing trend of "Wealth for Women" initiatives.
2 Mar 2026
Mind over Money - Supporting Vulnerable Clients
This episode explores the emotional and psychological aspects of financial investing, particularly for vulnerable clients. Behavioral economist Mark Pittaccio and Dr. Louis Williams discuss how psychological barriers and lack of understanding hinder investment engagement. They emphasise the critical role of human advisors in building trust, focusing on long-term goals, and providing emotional support during market volatility, ultimately advocating for advisors to "get good at being human."
26 Jan 2026
Bridging the Financial Advice Gap
Accessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusses the evolution of financial advice, emphasising technology, personalisation, and effective marketing to engage younger generations and improve financial literacy.
12 Jan 2026
Embracing AI in the Advice Industry
Technology innovation is transforming the advice industry, particularly through AI. AI enhances efficiency, product development, compliance, and client interactions. While discussing the risks of AI, the importance of human oversight is emphasized. Advisors are urged to adopt AI while preserving personal client relationships. The conversation wraps up with thoughts on the future of AI in the industry and the critical need for trust in AI vendors.
9 Jan 2026
Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 2 of 2
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
8 Jan 2026
Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 1 of 2
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
2 Dec 2025
Investment Outlook 2026, 06 Trevor Greetham & Abhi Chatterjee
In this episode of Dynamic Planner connected, we are joined ba special guest Trevor Greetham, Head of Multi Asset, RLAM, and Dynamic Planner's Chief Investment Strategist, Abhi Chatterjee.
2 Sept 2025
Understanding Clients: Financial Wellbeing, Behaviour & Vulnerability in Focus (Ep 05 With Louis Williams)
In this episode of Dynamic Planner connected, we are joined by Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.
13 Aug 2025
Financial Planning in a digital world: The intersection of tech, trust & advice (Ep04 with Rowan Whitington)
Financial planning is changing as technology improves consumer access and engagement. Consumers want fast, reliable, and personalised advice, which challenges advisors to build trust while adapting to digital needs. The industry is focusing on data integrity and security. In the future, financial advice will be highly personalised and automated, prioritising ethics and data protection to maintain consumer confidence.
8 Aug 2025
Beyond the Numbers: Shaping your clients futures with cash flow planning (Ep 03 with Steph Willcox)
The episode highlights the advantages of cash flow planning and how that is able to shape clients futures when it comes to their pensions. We also look into common pitfalls that may occur from this too.
1 Aug 2025
Mind the gap: Advice, guidance and what comes next (Ep 02 with Ben Goss)
The episode highlights the advice gap in financial services, focusing on its historical context and the variations in quality. It discusses the increasing demand for financial advice due to risk aversion and the impact of technology in offering basic guidance. The conversation also addresses the need for targeted support, the importance of accurate client data, and the potential of AI for hyper-personalisation in financial advice.
25 Jul 2025
Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)
Consumer Duty has reshaped the advisory landscape, emphasizing client understanding of services and fees. Firms are reassessing their practices to ensure consistent service delivery. A cultural shift is occurring, moving from compliance to a proactive, client-focused approach. Technology is enhancing service delivery and documentation. Future regulatory changes are expected to further influence the financial services industry amid technological advancements.
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