Bringing you live news and features since 2006 

Dynamic Planner makes actuary appointment


Dynamic Planner has boosted specialist expertise in its Proposition Team with the appointment of Steph Willcox as Head of Actuarial Implementation.  

This latest appointment follows the recent expansion of Dynamic Planner’s Sales and Marketing teams and underlines the accelerating growth of the business. 

Willcox has spent her career working across pensions, tax and insurance and has focused on stochastic modelling for the past 10 years.  In her most recent role as Lead Actuary at EValue, she was responsible for the Actuarial function and calculation approach of the stochastic model. Steph is a fellow of the Institute and Faculty of Actuaries and part of an Actuarial Working Party which is focused on personal financial planning, bringing actuaries and advisers closer together, and helping to drive support of financial advice and retirement planning. 
At Dynamic Planner, Willcox will lead the actuarial responsibilities of Investment Services. She will be responsible for ensuring the software represents future events accurately and in line with mathematical and actuarial principles and the Asset Risk Model. Steph will report to Chris Jones, Proposition Director at Dynamic Planner, working alongside other key team members including Abhi Chatterjee, Chief Investment Strategist, Jim Henning, Head of Investment Services and Jason Dewar, Head of Research. 
Chris Jones, Proposition Director at Dynamic Planner, says: “As we continue to build out the business, it is critical we get the best, specialist and expert knowledge in place. The past 12 months have been incredibly busy development wise, but we are only getting started. Steph’s input will turbo charge our commitment to provide our clients with market leading systems such as Cash flow. She has extensive experience of financial planning software and stochastic forecasting implementation which will be invaluable to us as the growth of the business continues to accelerate.   
“She has deep technical knowledge across the savings and investment landscape, in particular around taxation and pensions which will be a huge asset.  Steph is passionate about bringing actuaries and advisers closer together for the good of the industry and investors, and we look forward to her injecting this drive into her work at Dynamic Planner.”   

Latest News

Despite collectively owning nearly USD1.3 trillion in ETF assets, institutions (e.g., insurance general accounts, state and local defined benefit plans,..
iShares has launched the € High Yield Corp Bond ESG Paris-Aligned Climate UCITS ETF, HYPE, and the dollar version HYDP...
HANetf has announced the launch of Sprott Copper Miners ESG-Screened UCITS ETF (ticker: CPPR), designed to offer investors pure-play and..
Scalable Capital, a digital investment platform in Europe, has announced the closing of a EUR60 million equity financing. This extension..

Related Articles

Laurent Kssis, CEC Capital
Laurent Kssis, CEC Capital, and veteran of the crypto fund market, has written a note on the current momentum in...
Axel Lomholt, STOXX
Celebrating the 25th birthday of its first index this year, index provider STOXX, 80 per cent owned by Deutsche Boerse,...
The digital asset fund flows report from CoinShares this week reports that digital asset inflows totalled USD176 million last week,...
Katie Stockton, Fairlead Strategies
Connecticut-based Fairlead Strategies was the first ETF of ETFs winner in the ETF Express US awards, representing a new development...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by