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  • Phil Billingham: The 10 people who shaped our world

     

    This is my final column for Financial Planning Today as I'm aiming to reduce my workload. With this in mind, Financial Planning Today editor Kevin O'Donnell asked me to do one final article so here it is.

  • Billingham: Are we living in tomorrow's ‘Good Old Days’?

     

    As I promised a little while ago, this is my promised: ‘What do we do much better than before’ article. Instead of a very long list (which it would be), I want to focus on four connected and fundamental things.

  • Phil Billingham: Where are the Jet Packs?

    As a child who grew up in the 1960s and 1970s, I feel vaguely cheated. Between Tomorrows' World, Blue Peter and Magpie, I definitely feel we were promised individual jetpacks by now. But somehow that has not happened.

  • Phil Billingham: Why big banks suck at client service

    We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….

  • Phil Billingham: Time for a wake-up call - for me

    I’ve had a few wake up calls recently that have reminded me that I am now officially too old to die young. 

  • Phil Billingham: Dealing with out of date providers

     

    We have had an interesting interaction with a very old fashioned provider this week. Our client had discovered that they had a couple of Child Trust Funds with this provider but were struggling to get any information. 

  • Phil Billingham: Why being kind to all clients matters

     

    I was lucky enough to be in Exeter recently and saw the impressive and moving mural commissioned by the Exeter Kindness project. You can view it here:  

    https://exeterkindness.co.uk/

  • Phil Billingham: The glaring missing link in much fintech

    I read a slightly odd and very worrying article on the social media platform Twitter / X the other day. Some of you may have seen it…

  • Phil Billingham: Why diversification is key to survival

    Before starting this month's column, I wanted to list all the providers and consultancies who have contacted me in relation to the challenges I set out in my column last month for Financial Planning Today: 'The glaring missing link in much fintech'.

  • Phil Billingham: Why are providers so bad at death?

    We are often told that the only certainties in life are death and taxes. While that may be true, you cannot easily discern that truth from the policies and actions of many product providers.

  • Phil Billingham: Why whistleblowing needs to work better

     

    Here's a question for you: What do Equitable Life, Key Data, Shepherds and Arch Cru have in common?

  • New Columnist: Phil Billingham on advising 'world citizens'

    Phil Billingham
  • Phil Billingham: Financial Planning for vulnerable clients

    Phil Billingham
  • Phil Billingham: Good news is always no news

    Phil Billingham
  • Phil Billingham: We need to tackle the 'distribution' gap

    Phil Billingham
  • Phil Billingham: Artificial – certainly. Intelligence? Not (quite) yet

    Phil Billingham
  • Phil Billingham: Are IFAs still really distributors?

    Phil Billingham

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