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.

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.

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.

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….

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

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. 

Wealth managers and Financial Planners reckon there’ll be client growth of more than 20% over the next three years as the number of wealthy people grows, according to a new global study.