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Dynamic Planner

Dynamic Planner rolls out decumulation service

Companies | 31 Mar 20

Dynamic Planner rolls out decumulation service

Church House and Columbia Threadneedle among latest to sign up

Companies | 6 Feb 20

UK regulator says tech tools aren’t a ‘silver bullet’

‘Miscalibration’ and a lack of due diligence ‘can lead to very poor outcomes’

Companies | 6 Feb 20

At least 21 pension transfer firms operated without PI cover

FCA director of life insurance and financial advice warns the regulator is taking ‘very strict lines’

Dynamic Planner expands decumulation comparison risk labels

Industry | 27 Jan 20

Dynamic Planner expands decumulation comparison risk labels

UBS and JP Morgan among first to have retirement portfolios scrutinised

Industry | 8 Jan 20

What will the future hold for the advice sector in 2020?

Dynamic Planner CEO shares what he believes will be the most transformative issues facing the industry

To read more click on the slides below

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.