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Dynamic Planner appoints Michael Whitfield as Chair

Portfolio Company News

12th January 2023

Dynamic Planner, the UK’s leading risk based financial planning system, has appointed Michael Whitfield as its new Chair following FPE’s investment last year. Michael’s career in financial services spans four decades working in a variety of roles focusing on people and creating the technology to best serve their needs.

Michael founded Thomson Online Benefits in 2000, which he led for 17 years as CEO. He built the organisation from start-up to 500 people serving clients in over 90 countries, cementing its place as a market leader in global benefits software. Michael is an active investor and NED in high growth UK software companies, with a focus on those in the Human Capital Management sector. Since 2018, injecting his world class expertise into guiding companies that inspire him, many of which are technology providers directly used by the end client.

Ben Goss, CEO at Dynamic PLanner

We warmly welcome Michael as our new Chair. He has world class experience of scaling a UK FinTech business internationally and understands the importance of culture and client focus in a successful business. I and the team look forward to working with him.

I would like to thank Neil Brown, our previous Chair for his chairmanship, advice and support over the years.