The award was announced yesterday at the Distribution Technology Annual Conference in London.
The Dynamic Planner® of the Year Award is designed to recognise and showcase the high quality, risk based Financial Planning advisers achieve using the software Dynamic Planner.
The award was open to the over 6,000 advisers, planners and paraplanners who are licensed to use Dynamic Planner.
Entrants were required to build a high quality plan based on a case study
provided applying their own professional skill and judgement in addition to analysis from Dynamic Planner.
Entries were assessed against a model answer and each other by a panel of judges from Distribution Technology’s Financial Planning Advisory Board, which is chaired by Nick Edwards.
Nick is a Certified Financial Planner (CFP) professional and assessor for the internationally recognised CFP qualification. He is also a senior examiner for the Fellowship of the Institute of Financial Planning.
The award winner and runner up was announced at Distribution Technology’s Annual Conference on Tuesday 4th March at The Brewery in London.
The conference featured a keynote speech by Dr. Ros Altmann CBE, the Government’s Older Workers Business Champion. Ros spoke about the implications of pensions’ reform; challenges and opportunities for retirees and their financial advisers.
It also included sessions from prominent Chief Investment Officers, and a panel debate about ensuring suitability which included a representative from the Financial Conduct Authority (FCA).
As winner of Dynamic Planner of the Year 2015, Martin received a glass trophy and a £1,000 luxury hotel gift card, which he and Becky plan to use towards their honeymoon in August.
Announcing the prize, Distribution Technology CEO Ben Goss said Martin’s winning entry made good use of the Dynamic Planner risk profiling tool, identifying that the client’s current portfolio was out of kilter with their risk profile.
Martin’s entry also made good use of Dynamic Planner’s life wealth capability, and the plan was well laid out and easy to read.
Please join us in congratulating Martin on this achievement.