Author profile

Tom Ellis

Tom Ellis

Follow

Articles by Tom Ellis

DWP and FCA pension guidance could be 'confusing and costly'

Pensions

DWP and FCA pension guidance could be 'confusing and costly'

Two separate consultations

clock 05 August 2021 • 3 min read
Advised clients have 'better financial wellbeing' - report

Your profession

Advised clients have 'better financial wellbeing' - report

More financial plans

clock 04 August 2021 • 1 min read
Ruth Handcock: The future of advice is flexible and personalised

Your profession

Ruth Handcock: The future of advice is flexible and personalised

Remote working here to stay

clock 04 August 2021 • 4 min read
Ascot Lloyd ordered to refund client's ongoing fees

Your profession

Ascot Lloyd ordered to refund client's ongoing fees

Ascot Lloyd has been ordered to refund a former client’s fees after the Financial Ombudsman Service upheld a complaint after claiming they had received nothing in return.

clock 03 August 2021 • 3 min read
Joe Root signs Brewin Dolphin sponsorship deal

Investment

Joe Root signs Brewin Dolphin sponsorship deal

England Test captain signed two-year deal

clock 03 August 2021 • 1 min read
Former Kames CEO joins Saltus as chair

Investment

Former Kames CEO joins Saltus as chair

Previously Waverton chief

clock 03 August 2021 • 1 min read
Lawrence Cook: Setting the tone for post-Covid face-to-face meetings

Your profession

Lawrence Cook: Setting the tone for post-Covid face-to-face meetings

Client engagement

clock 02 August 2021 • 3 min read
Three things your clients may call you about this week ...

Your profession

Three things your clients may call you about this week ...

The Times frustrates advisers

clock 02 August 2021 • 2 min read

Regulation

Chris Davies: If fish can't see water, what can't we see?

Bias and noise

clock 28 July 2021 • 2 min read

Investment

Three things your clients may call you about this week ...

'Finfluencers'

clock 26 July 2021 • 2 min read
Most read
01

Smoothed funds set to be a 'bigger asset class for the advice market'

25 November 2024 • 3 min read
02

FCA's retirement income review spurring advisers to adopt cashflow modelling

25 November 2024 • 3 min read
03

Barclays fined £40m over 2008 capital raising conduct

25 November 2024 • 2 min read
04

Advisers call for new products to tackle retirement planning challenges

25 November 2024 • 3 min read
05

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read