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  • Planners seek support for 1,300 mile Ukraine charity drive

    In July Financial Planners Phil Billingham, Shannon Currie and David and Gail Crozier will drive 1,318 miles over three days across Europe to deliver an evacuation vehicle destined for work on the Ukrainian frontlines.

  • 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  • Phil Billingham: Dealing with out of date providers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?

  • Phil Billingham

    Billingham: Offer 'planning lite' to avoid RDR advice gap

  • Phil Billingham, CFPCM

    Survey reveals facts on Accredited Financial Planning Firms

  • IFP HQ in Bristol

    IFP Accredited Firms look after £6.5bn of client assets - survey

  • The website for the challenge

    18 countries in one day – the feat a Financial Planner will attempt

  • The challenge website

    Financial Planner's team breaks world record

  • Ex-IFP director lands new role with Beaufort

  • Phil Billingham

    Technical Update: Multi-jurisdiction Financial Planning

  • Century City Conference Centre Event image (picture courtesy of Century City Conference Centre, Cape Town, South Africa)

    Young planners can win £2k to attend South Africa conference

  • Trainee Financial Planner Daniel Gardner of Succession Group

    Trainee Financial Planner wins £2k study trip to South Africa

  • World Citizens logo

    Financial Planner launches ‘World Citizen’ service

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