Dynamic Planner has outlined its 2028 vision for “unlocking trusted advice at scale”.
Speaking at the TISA Annual Conference 2025 in London, chief executive Ben Goss said the combination of human advisers with technology, data, AI and targeted support can help close the advice gap by making financial advice more accessible and efficient.
Goss told delegates: “Millions of people want personal financial advice, but it is too often difficult and costly to access because it is too difficult and costly to provide.
“As the government and the regulator begin to address firms’ ability to support a broader population through targeted support and the AGBR (advice-guidance boundary review), we have invested in the people, technology, data and AI needed to unlock trusted advice, guidance and support at scale through our digital advice platform.
“Our 2028 vision sets out how, by partnering with our customers to close the advice gap, we can reduce cost to serve with AI, reach those with smaller pots to invest and engage the next generation through smartphones.”
Goss showcased how Dynamic Planner’s digital advice platform already supports nearly half of the UK advice market.
He said: “By combining human insight with the scale and precision of technology, we can deliver trusted advice, guidance and targeted support to more people than ever before and help close the UK’s advice gap for good.”
Dynamic Planner also published new research today (12 November) showing strong demand for guidance and support among consumers.
The research found that 52% of people would use targeted support, while 21% said it makes them feel more informed. Intention to act rises by 10% among those who have received advice in the past year.
The most receptive groups are younger, mass-market and mass-affluent consumers who are comfortable with risk.
