DT Passive

A passive risk-focused investment solution for advisers who’ve integrated Dynamic Planner into their business.

For financial professionals only
Please note:
  • The content of this page is only suitable regulated financial advisers.
  • Past performance isn't an indicator of future returns and investors could get back less than they put in.
  • This content of this page is intended as general information and shouldn't be viewed as a personal recommendation.
  • There's also no guarantee that investment solution or funds will meet their objectives.
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Dynamic Planner’s asset allocation…

Built under licence to Dynamic Planner’s prescribed asset allocations and underpinned by our detailed fund selection, DT Passive covers the complete range of risk grades from 1 to 10, diversified across 13 of their core asset classes.

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…with our anything but passive, fund due diligence

Our rigorous process incorporates both quantitative and qualitative evaluation, aiming to select funds that closely track market indices at a competitive cost, with limited counterparty risk and the potential to provide market returns over the long term.

Read more about our process

Costs and charges

Our DT Passive charges are simple and transparent. For our custody fee, when the total value of your client’s assets falls into a given band, they pay that charge for all their money, not just the proportion in that band.

DFM charge0.12%
Dealing charge (for fund switches and rebalance purchases)0.45% (≈0.05% p.a.)*
Parmenion SIPP charge£18+VAT per quarter

*Assumes a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

Custody band†Charge
£0 - £299,999.990.30%
£300,000.00 - £599,999.990.25%
£600,000.00 - £1,499,999.990.20%
£1,500,000.00 +0.15%

†A minimum monthly custody charge of £5 per client applies. Cliff edge structure.

Here’s what your client might pay

For a £100,000 non-SIPP portfolio in Risk Grade 5, and an OCF as of the 31st March 2024

CustodyDFM ChargeDealing*OCFTotal

*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

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We recognise the value advisers place on Dynamic Planner’s capital market assumptions, asset allocation and rigorous solution monitoring. Our DT solutions tick these boxes - and gives advisers the benefit of our detailed fund due diligence, efficiency and service.

Harry Garrett
Investment Director

If you’d like to chat to us about our DT Passive solution or our wider proposition, please get in touch