Meet Bobby Parmar: FirstClass’s hardworking consultant dedicated to clients – and the local community

Bobby Parmar

Bobby Parmar’s had a strong work ethic ingrained in him for as long as he can remember.


Brought up ‘with a silver shovel in my mouth, rather than a silver spoon’, Bobby, an IT Consultant here at FirstClass, has been working since he was old enough to (in truth, probably a little bit before!).


“I come from a humble background, living in an end terrace house, and I learned very early on to appreciate and respect money, and the need to have that strong work ethic,” he says.


And it’s an approach to work he carries into every day. Bobby’s been with FirstClass for more than a decade, joining the team in 2011 after working in IT roles within the NHS and the Department for Work and Pensions.


“I joined the team because it was closer to home in Blackburn, so it made the commute easier, and I saw it would be a good place to progress my career. There was a lot of uncertainty with the political and economic climate at the time, so moving out of government seemed like the right move.”


And, on reflection, it certainly has been.

Creating a FirstClass experience


Joining a team that’s fluctuated in size a little but has always remained around 10, Bobby (who was known as ‘Robbie’ by one colleague for the first few months: “We still laugh about it, I just didn’t have the confidence to tell him it’s Bobby, not Robbie.”) has enjoyed playing an instrumental role in developing both the business and its bequest management system, FirstClass.


“Being a small team, as the metaphor goes, we all have different fingers in different pies,” he says.


“We all get involved in things and it makes work a lot more interesting – it has enabled me to gain a better level of understanding and knowledge in different sectors, and has really broadened my skill set.”


And working on a product you’re immensely proud of and truly believe in makes it significantly easier to sell and upsell to clients.


“One of my proudest achievements has been engaging with charities and getting them onto this product. We’ve now got in excess of 80 charities onto First Class, as well as attracting 30 new ones. Those charities vary in size right from the smaller organisations to the likes of RSPCA, WWF and Christian Aid, and it’s rewarding as we know just how big an impact the platform can have.”


The work ethic helps the community, too


That dedication to helping charities isn’t confined to work, however. Liverpool-supporting Bobby, who’s a regular at Anfield, has also been a regular volunteer on a Tuesday evening for nearly 10 years, serving food to homeless and vulnerable people in the community.


“It’s a community interest group called Community Spirit, and we started off operating from a car park, then an old fire station, and we’re now in a church, where we’ve been for six or seven years now,” he says. “We make takeaway meal along with proving any warm clothing as providing any non-perishable goods like pasta, rice and Pot Noodles, and help people out. Unfortunately, I don’t think we’ll ever be in a position where it’s not needed.”


It’s just fortunate, in that case, there are people like Bobby around to help.

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By Fiona Paton April 21, 2026
When you’re managing legacies, it’s not just the income that matters - it’s the commitments, too. Future solicitor fees, surveyor costs, maintenance charges, promised funds to branches… they all add up, and they all need to be tracked somewhere sensible. That’s exactly where Legacy Budgets steps in. What Legacy Budgets Actually Do Legacy Budgets lets you record a budgeted amount for any planned or upcoming expenditure linked to a legacy. It could be professional fees, ongoing maintenance, or even funds earmarked for a specific centre or project. Many charities track this in their finance system, but having it visible within the legacy record itself gives you context you don’t get anywhere else. Why It’s Worth Using Think of it as a financial snapshot that sits right alongside the case details. It’s simple, but it’s powerful, and helps you: See what’s been committed before invoices arrive Keep teams aligned on expected spend Avoid surprises later in the process Maintain a clearer picture of each legacy’s net value The Legacy Budget Browser: Your Overview at a Glance If you want to see all budgets in one place, the Legacy Budget Browser is your new best friend. It shows: Current budgeted amounts Amounts already spent Remaining balance Related legator, legacy, and payee details It’s ideal when you’re not sure which legacy a budget belongs to, when you want to see everything linked to a particular payee, or when you need quick reporting using selections. To access it: From the Home window, click Browse or press Ctrl + B Double‑click Legacy Budget Browser Apply your filters using Selections and hit Apply Selections How to Switch It On Legacy Budgets isn’t enabled by default. To activate it, set the ShowLegacyBudgets system parameter to Yes in the Maintain System Parameters window, then restart the system. If you’d like budget information to appear in additional grids, we are only too happy to help configure that. Where You’ll Find It Once enabled, you’ll see a Budgets tab on both the Legator and Legacy windows - making it easy to view, add, and manage budgets right where you need them.
By Fiona Paton March 25, 2026
We’re officially counting down to the ILM Annual Conference on 8 May at 133 Houndsditch, London. It’s always one of the best days in the legacy calendar - a chance to reconnect in person with friends and colleagues across the sector, soak up engaging speaker sessions, spark new ideas, and celebrate the incredible work happening in legacies at the ILM Awards. What's New The FirstClass team will be on hand to share the latest on how FirstClass is evolving, with the launch of the first iteration of FirstClass 5 Essentials coming very soon. We’ll also be unveiling a couple of new services we’re delighted to introduce, including Data Cleansing and RCS Business Messaging - the natural successor to SMS. Data Cleansing For charities and non‑profits, supporter data is the backbone of effective legacy giving. Yet while nearly half of organisations want to use insights to improve services, more than half are held back by CRM challenges. Poor‑quality data can have serious consequences - from losing touch with potential legacy supporters to missing opportunities for deeper engagement, and even risking compliance issues. That’s where our Data Cleansing service comes in. We help charities restore confidence in their supporter information by improving the quality of addresses, emails, and phone numbers. The result is cleaner, compliant, and more reliable data that strengthens legacy communications and ensures every supporter feels valued and connected. RCS Business Messaging Charities are experiencing a major shift. Supporters now expect digital‑first, mobile‑first communication - they want interactions that feel personal, transparent, and effortless. Social media is great for sharing impact stories, but when it comes to deeper, more meaningful conversations, like inspiring someone to leave a gift in their Will, charities need something more powerful and more trusted. RCS delivers on‑brand, secure, and interactive messages straight to the place that matters most - your supporters’ phones. Unlike SMS, RCS allows content‑rich, multimedia, and interactive messaging, helping charities build stronger, more personal connections with legacy supporters. And the results speak for themselves: up to three times higher engagement than SMS, read rates of 60–80%, and adoption by hundreds of leading brands. RCS is redefining how charities nurture relationships and inspire legacy giving. ILM Awards As always, a big highlight of the conference is celebrating excellence across the legacy sector, and we’re looking forward to cheering on all the ILM members who’ve been nominated. Good luck to all the nominees - we’re excited to celebrate your achievements and hear about the great work happening across the sector. Make sure to drop by on the day to hear how FirstClass is now delivering even more for its clients, and in the meantime, you can view the complete list of speakers and topics for the day at the ILM Annual Conference website .
People looking at a meeting on a screen
By Fiona Paton March 25, 2026
At FirstClass, we’ve always believed our product should grow with the charities and non-profits who use it. Your input has shaped the way we build, and now we want to take that collaboration one step further. Monthly Check-in Calls We’re introducing monthly check‑in calls - an open forum where you can drop in, chat with the team and other customers, and explore anything to do with the product. No agenda, no pressure. Just space for conversation, questions, and shared ideas. These sessions give you the chance to: Share your priorities and help shape how we address different aspects of the system Stay informed on technical updates, including external systems like SQL or Outlook What’s new across our Team, billing, and the wider company See functionality demonstrated live - if you’re unsure how something works, we’ll show you Updates on features and fixes in the latest releases Ask questions on any part of the system Whether you join for five minutes or stay for the full hour, this is your space to connect with us. It’s a chance to explore challenges together, share experiences, and help shape a product that truly works for charities. We’ll host these sessions monthly on Microsoft Teams, giving you regular opportunities to drop in and join the conversation. Join our team for open, honest discussions that help us learn, improve, and grow alongside you. The next session is on Thursday, 21 st May at 10:45, you can sign up using the Save the Date button below.